Location
Harrisburg, PA
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
1,683
Total value ($000)
$7,078,525
Net value change ($000)
+1,966,524 (38.5%)
New positions
69
Sold out positions
38
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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 92,469 53.6%
TSLA 66,680 16838.4%
MSFT 62,641 42.5%
AMZN 49,351 39.7%
MELI 34,222 43.7%
GOOGL 30,095 45.2%
META 23,709 40.6%
GOOGL 23,564 58.9%
JPM 21,214 78.0%
DIS 20,212 97.3%
Top Reduces (Value $000, Stocks/ETFs)
TRP -15,748 -23.5%
SPY -8,960 -4.7%
PHR -6,426 -100.0%
GDX -5,417 -14.3%
TIFFANY & CO -5,177 -74.5%
API -4,628 -62.8%
IMMUNOMEDICS INC -4,252 -100.0%
IEMG -4,115 -21.6%
HTHT -4,114 -100.0%
51JOB, INC. -3,734 -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