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Q1 2026 13F-HR Holdings

Location
New Philadelphia, OH
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$281,095
Net value change ($000)
-4,632 (-1.6%)
New positions
8
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 1,093 6.5%
XOM 776 41.5%
VTI 551 NEW
CAT 471 24.0%
VONG 415 NEW
CVX 377 34.7%
ABBV 368 39.5%
MU 350 30.5%
IAGG 341 11.3%
IGSB 319 5.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,370 -24.0%
IWF -2,175 -12.8%
LLY -868 -14.1%
NVDA -716 -8.2%
AAPL -645 -6.7%
ORCL -638 -22.1%
V -576 -39.3%
USMV -540 -15.7%
SPYV -511 -100.0%
JPM -493 -8.8%
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