Location
Mishawaka, IN
Holdings as of
6/30/2014
Date filed
7/18/2014
Form type
13F-HR
Num holdings
119
Total value ($000)
$172,844
Net value change ($000)
+11,902 (7.4%)
New positions
5
Sold out positions
4
Turnover %
4.8%
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)
FLA Golf West Florida, Inc. 1,935 NEW
BAKER HUGHES INC 1,434 NEW
XOM 1,422 45.2%
LOW 1,332 NEW
PRINCIPAL FUNDS, INC. 966 5.6%
PG 791 30.4%
PEP 588 50.3%
GE 582 27.8%
AAPL 521 17.4%
BALL 483 11.4%
Top Reduces (Value $000, Stocks/ETFs)
MARATHON OIL CORP -1,472 -100.0%
COACH INC -1,217 -100.0%
Alphabet Inc. Class C -1,162 -46.9%
TJX -261 -14.1%
IBM -213 -6.8%
EXPRESS SCRIPTS HLDG CO -208 -8.7%
KEY -205 -100.0%
J -173 -15.3%
JPM -168 -5.6%
SRCE -142 -5.1%
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