Location
Baton Rouge, LA
Holdings as of
6/30/2020
Date filed
7/13/2020
Form type
13F-HR
Num holdings
1,339
Total value ($000)
$1,676,459
Net value change ($000)
+300,466 (21.8%)
New positions
78
Sold out positions
32
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 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 18,726 41.4%
MSFT 15,167 29.6%
AMZN 15,149 43.9%
META 6,399 37.5%
PYPL 4,022 84.2%
RTX 3,894 NEW
GOOGL 3,536 24.0%
NVDA 3,176 46.3%
GOOGL 3,043 20.6%
HD 2,911 33.6%
Top Reduces (Value $000, Stocks/ETFs)
IJH -7,689 -46.5%
RTX -3,254 -100.0%
Allergan plc -2,479 -100.0%
DPZ -2,386 -79.2%
TYL -2,198 -78.8%
TDY -2,118 -81.0%
CYPRESS SEMICONDUCTOR CORP /DE/ -2,085 -100.0%
WST -1,998 -73.3%
AON -1,650 -100.0%
RAYTHEON CO/ -1,548 -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