Location
Sacramento, CA
Holdings as of
6/30/2020
Date filed
8/12/2020
Form type
13F-HR
Num holdings
3,507
Total value ($000)
$101,411,306
Net value change ($000)
+18,790,461 (22.7%)
New positions
188
Sold out positions
62
Turnover %
1.5%
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)
AMZN 784,239 42.7%
AAPL 754,515 29.1%
MSFT 684,331 24.9%
VRTX 493,984 356.2%
GILD 484,599 148.9%
ADBE 460,606 133.1%
REGN 432,776 481.7%
AON 374,341 NEW
META 325,076 36.2%
GOOGL 257,780 42.0%
Top Reduces (Value $000, Stocks/ETFs)
AON -316,590 -100.0%
Allergan plc -133,554 -100.0%
SYY -110,463 -65.0%
WELL -103,815 -68.1%
RAYTHEON CO/ -82,964 -100.0%
WABCO Holdings Inc. -58,402 -100.0%
VTR -50,829 -62.4%
OHI -34,120 -69.2%
NNN -32,811 -70.5%
AFG -32,535 -75.4%
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