Location
Columbus, OH
Holdings as of
12/31/2023
Date filed
2/16/2024
Form type
13F-HR
Num holdings
1,971
Total value ($000)
$25,028,244
Net value change ($000)
+2,633,145 (11.8%)
New positions
55
Sold out positions
62
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2023
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 251,680 19.2%
AAPL 155,550 11.3%
AMZN 143,100 23.3%
NVDA 88,994 16.7%
AVGO 76,580 43.3%
META 69,539 19.9%
PLD 38,544 19.1%
JPM 38,405 17.5%
AMD 36,536 44.1%
INTC 34,918 40.8%
Top Reduces (Value $000, Stocks/ETFs)
AIY -43,633 -100.0%
XOM -39,408 -15.4%
CVX -22,411 -14.5%
VMWA -18,006 -100.0%
Horizon Therapeutics Public Ltd Co -16,264 -100.0%
PFE -14,757 -14.8%
MA -14,086 -5.0%
Seagen Inc. -12,865 -100.0%
NATIONAL INSTRUMENTS CORP -10,965 -100.0%
MDB -9,556 -45.5%
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