WILLIAM JOHN SEMPOLINSKI

Q2 2026 13F-HR Holdings

Location
Easton, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$247,661
Net value change ($000)
+48,511 (24.4%)
New positions
18
Sold out positions
5
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 5,986 13.5%
SMH 5,170 NEW
CGDV 4,278 82.7%
TBUX 2,972 23.3%
SOXX 2,731 117.0%
AAPL 2,664 13.7%
IGM 2,167 253.7%
GARP 1,931 NEW
QUAL 1,534 41.1%
GOOGL 1,531 24.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,314 -20.9%
CCL -851 -100.0%
PLTR -745 -100.0%
IBM -534 -28.1%
PFF -467 -39.7%
TLT -352 -13.8%
PYLD -283 -29.5%
META -220 -6.6%
ORCL -206 -100.0%
WMT -106 -8.9%
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