Location
Baltimore, MD
Holdings as of
12/31/2022
Date filed
1/18/2023
Form type
13F-HR
Num holdings
1,510
Total value ($000)
$3,418,234
Net value change ($000)
+2,214,009 (183.9%)
New positions
1000
Sold out positions
11
Turnover %
60.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2022
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 140,608 NEW
XLU 40,063 NEW
UNH 38,871 NEW
JNJ 36,466 NEW
XOM 35,621 NEW
JPM 30,691 NEW
PG 28,042 NEW
NVDA 27,612 NEW
ENB 27,403 NEW
V 26,837 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -19,374 -24.9%
AAPL -10,816 -6.6%
GOOGL -3,159 -7.8%
GOOGL -3,030 -6.8%
DUKE REALTY CORP -1,406 -100.0%
CTXS -979 -100.0%
CRWD -964 -36.1%
COVETRUS, INC. -901 -100.0%
ALLEGHANY CORP /DE -883 -100.0%
ABIOMED INC -832 -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