Location
Columbus, OH
Holdings as of
6/30/2021
Date filed
8/16/2021
Form type
13F-HR
Num holdings
1,980
Total value ($000)
$28,336,035
Net value change ($000)
+3,151,727 (12.5%)
New positions
103
Sold out positions
97
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 166,346 14.4%
NVDA 124,824 59.6%
AAPL 122,487 9.5%
AMZN 106,224 12.4%
GOOGL 77,296 18.7%
META 76,759 16.7%
GE 75,756 NEW
GOOGL 74,796 19.1%
BRK-B 59,595 18.9%
MSI 53,928 308.2%
Top Reduces (Value $000, Stocks/ETFs)
GE -73,497 -100.0%
INTC -25,165 -14.5%
VARIAN MEDICAL SYSTEMS INC -20,274 -100.0%
Marvell Technology Group -17,745 -100.0%
DIS -10,877 -5.1%
EXTENDED STAY AMERICA INC -10,468 -100.0%
IAC -9,465 -100.0%
T -8,282 -5.6%
CORELOGIC, INC. -7,879 -100.0%
BBWI -7,536 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type