Location
West Sacramento, CA
Holdings as of
6/30/2020
Date filed
8/17/2020
Form type
13F-HR
Num holdings
3,017
Total value ($000)
$56,793,195
Net value change ($000)
+10,354,814 (22.3%)
New positions
217
Sold out positions
193
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2020
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 848,658 40.4%
AMZN 679,462 42.7%
MSFT 631,644 27.0%
META 280,001 35.7%
GOOGL 192,241 31.5%
PYPL 191,794 87.9%
TSLA 172,192 125.6%
RTX 158,593 NEW
NVDA 155,473 55.6%
HD 133,122 33.6%
Top Reduces (Value $000, Stocks/ETFs)
RTX -148,687 -100.0%
Allergan plc -104,650 -100.0%
RAYTHEON CO/ -67,143 -100.0%
AON -63,987 -100.0%
BRK-B -28,323 -4.2%
WFC -27,298 -13.0%
BIIB -23,564 -19.8%
NXPI -22,472 -88.3%
GE -18,552 -14.5%
CYPRESS SEMICONDUCTOR CORP /DE/ -14,318 -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