Location
Hingham, MA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$171,053
Net value change ($000)
+2,489 (1.5%)
New positions
11
Sold out positions
7
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
TLT 2,908 62.7%
RDVY 1,045 346.0%
XLP 1,010 42.3%
IJR 746 13.6%
PULS 628 5.2%
IWM 600 147.1%
XOM 486 41.8%
POWL 435 70.7%
TPL 404 NEW
CAVA 387 36.2%
Top Reduces (Value $000, Stocks/ETFs)
VWOB -1,584 -100.0%
CWB -1,378 -100.0%
SH -1,313 -48.2%
QQQ -1,059 -15.5%
RWM -1,013 -51.1%
SPY -770 -2.5%
PSQ -656 -24.2%
AAPL -316 -5.1%
PLTR -277 -100.0%
IREN -214 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,563 (0.9% of total reported value)
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