Location
West Sacramento, CA
Holdings as of
12/31/2023
Date filed
2/13/2024
Form type
13F-HR
Num holdings
3,072
Total value ($000)
$72,510,886
Net value change ($000)
+7,442,591 (11.4%)
New positions
23
Sold out positions
52
Turnover %
0.6%
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 721,222 20.2%
AAPL 561,988 13.2%
AMZN 403,317 21.7%
NVDA 261,142 15.4%
AVGO 250,719 46.0%
META 207,806 19.6%
JPM 120,127 17.8%
AMD 119,792 45.6%
INTC 103,132 43.1%
GOOGL 98,385 7.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -129,538 -18.1%
LCTU -126,069 -24.7%
AIY -115,540 -100.0%
LCTD -71,742 -30.7%
CVX -65,397 -14.1%
VMWA -62,278 -100.0%
Seagen Inc. -51,303 -100.0%
Horizon Therapeutics Public Ltd Co -40,188 -100.0%
PFE -35,678 -11.9%
CRH -33,279 -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