Ohio National Investments, Inc.

Q1 2014 13F-HR Holdings

Location
Montgomery, OH
Holdings as of
3/31/2014
Date filed
4/22/2014
Form type
13F-HR
Num holdings
389
Total value ($000)
$411,170
Net value change ($000)
+17,980 (4.6%)
New positions
11
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
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 1,785 14.4%
SPY 1,386 11.7%
VZ 1,106 42.8%
META 857 21.3%
KEURIG GREEN MOUNT 689 NEW
Alphabet Inc. Class C 653 5.0%
QCOM 603 11.6%
AMGN 481 13.5%
VOD 478 NEW
WFC 466 11.7%
Top Reduces (Value $000, Stocks/ETFs)
VOD -896 -100.0%
AMZN -745 -10.8%
CELG -429 -14.8%
GE -343 -6.6%
GREEN MOUNTAIN COFFE -261 -100.0%
INVSC QQQ TRUST SRS 1 ETF -256 -8.3%
LIFE TECHNOLOGIES -244 -100.0%
LBTYA -227 -49.8%
XOM -214 -2.6%
SLM -210 -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