Location
Baton Rouge, LA
Holdings as of
12/31/2020
Date filed
1/11/2021
Form type
13F-HR
Num holdings
1,492
Total value ($000)
$3,453,475
Net value change ($000)
+1,284,672 (59.2%)
New positions
61
Sold out positions
19
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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 102,004 107.9%
MSFT 71,928 89.0%
AMZN 65,196 95.9%
TSLA 57,089 NEW
META 27,680 86.6%
GOOGL 26,280 120.0%
GOOGL 25,598 114.2%
PYPL 17,297 147.3%
NVDA 17,264 101.9%
CMCSA 14,621 136.5%
Top Reduces (Value $000, Stocks/ETFs)
MOMENTA PHARMACEUTICALS INC -2,892 -100.0%
POOL -2,414 -72.2%
DUNKIN' BRANDS GROUP, INC. -1,679 -100.0%
IVV -1,282 -11.2%
CMC Materials, Inc. -1,043 -100.0%
AARON'S INC -952 -100.0%
SSD -934 -47.8%
NEOG -862 -45.0%
SNX -604 -41.9%
E TRADE FINANCIAL CORP -561 -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