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Q3 2025 13F-HR Holdings

Location
New Philadelphia, OH
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
154
Total value ($000)
$284,015
Net value change ($000)
+19,796 (7.5%)
New positions
4
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
AAPL 2,082 29.3%
ETHA 1,652 NEW
IWF 1,497 9.7%
NVDA 1,308 17.5%
VEA 1,157 8.1%
ORCL 909 27.9%
VWO 822 10.9%
GOOGL 683 52.3%
GOOGL 617 56.5%
XMPT 576 51.5%
Top Reduces (Value $000, Stocks/ETFs)
ABBV -2,273 -70.8%
UNH -464 -100.0%
ADBE -457 -100.0%
KOF -358 -100.0%
PRU -293 -100.0%
CMCSA -254 -100.0%
TEAM -247 -100.0%
LLY -224 -4.6%
SPGI -209 -100.0%
COST -161 -7.7%
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