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Q3 2026 13F-HR Holdings

Location
New Philadelphia, OH
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$648,033
Net value change ($000)
+328,092 (102.5%)
New positions
65
Sold out positions
1
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 19,522 94.1%
IWF 15,274 88.8%
IWD 12,089 87.6%
NVDA 11,393 122.8%
VWO 9,861 103.1%
IVW 8,892 117.4%
AAPL 8,829 86.0%
MSFT 8,024 108.5%
IGSB 7,199 101.2%
BRK-B 6,853 264.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,114 -100.0%
KLAC -263 -34.9%
CAVA -209 -35.1%
VST -115 -31.8%
LHX -64 -22.9%
DNP -34 -3.8%
MS -21 -4.5%
SOXX -20 -8.0%
LEU -16 -3.7%
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