Location
Baton Rouge, LA
Holdings as of
9/30/2020
Date filed
10/19/2020
Form type
13F-HR
Num holdings
1,450
Total value ($000)
$2,168,803
Net value change ($000)
+492,344 (29.4%)
New positions
132
Sold out positions
20
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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 30,623 47.9%
AMZN 18,354 37.0%
MSFT 14,486 21.8%
IJR 12,166 219.8%
META 8,499 36.2%
NVDA 6,910 68.9%
BRK-B 6,520 43.7%
PG 4,846 38.1%
CRM 4,361 60.2%
GOOGL 4,131 22.6%
Top Reduces (Value $000, Stocks/ETFs)
TER -2,832 -80.9%
ETSY -2,402 -76.4%
Catalent, Inc. -2,265 -76.1%
CAESARS HOLDINGS, INC. -1,698 -100.0%
IVV -1,080 -8.6%
LEGG MASON, INC. -1,040 -100.0%
LogMeIn, Inc. -1,034 -100.0%
CZR -833 -100.0%
XOM -759 -9.3%
EL PASO ELECTRIC CO /TX/ -744 -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