Location
Baton Rouge, LA
Holdings as of
6/30/2021
Date filed
7/16/2021
Form type
13F-HR
Num holdings
1,512
Total value ($000)
$4,120,403
Net value change ($000)
+288,235 (7.5%)
New positions
23
Sold out positions
22
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
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)
MSFT 25,935 15.2%
AAPL 22,490 11.9%
NVDA 19,165 50.9%
AMZN 15,777 11.7%
META 12,304 18.1%
GOOGL 12,192 20.3%
GOOGL 11,166 18.8%
PYPL 6,683 20.7%
ADBE 6,010 23.2%
INTU 3,293 27.6%
Top Reduces (Value $000, Stocks/ETFs)
INTC -3,703 -12.5%
PTC -2,826 -75.2%
CRL -2,592 -69.3%
TCF -1,844 -100.0%
Marvell Technology Group -1,700 -100.0%
CORELOGIC, INC. -1,506 -100.0%
HMS HOLDINGS CORP -1,490 -100.0%
GrubHub Inc. -1,452 -100.0%
COOPER TIRE & RUBBER CO -1,282 -100.0%
CUBIC CORP /DE/ -1,074 -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