Location
Newport News, VA
Holdings as of
6/30/2014
Date filed
7/11/2014
Form type
13F-HR
Num holdings
78
Total value ($000)
$167,361
Net value change ($000)
+7,690 (4.8%)
New positions
2
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
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)
COP 1,061 20.9%
SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 837 14.9%
INTC 808 20.0%
BAKER HUGHES INC 660 13.9%
DVN 647 18.2%
MARATHON OIL CORP 590 13.0%
WALGREEN CO 562 15.3%
PEP 503 9.1%
JNJ 437 6.5%
ACN 353 9.2%
Top Reduces (Value $000, Stocks/ETFs)
OPOF -781 -9.4%
TGT -459 -30.3%
L -343 -10.6%
RAYTHEON CO/ -222 -4.8%
PFE -190 -9.3%
AMGN -138 -4.7%
XEROX CORP -113 -100.0%
EMR -85 -22.7%
PG -84 -1.5%
IBM -77 -5.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type