WILLIAM JOHN SEMPOLINSKI

Q1 2026 13F-HR Holdings

Location
Easton, MA
Holdings as of
3/31/2026
Date filed
8/26/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$199,150
Net value change ($000)
-4,086 (-2.0%)
New positions
10
Sold out positions
6
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/26/2026 Next filing: 8/14/2026 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)
AVEM 1,771 NEW
TOTL 1,510 NEW
IVLU 1,301 120.8%
TBUX 1,293 11.3%
GRID 1,057 63.5%
CGDV 909 21.3%
IGM 854 NEW
SOXX 833 55.5%
BRK-B 781 187.3%
TSM 780 219.1%
Top Reduces (Value $000, Stocks/ETFs)
IGV -4,116 -100.0%
SKYY -2,990 -100.0%
NVDA -2,923 -6.2%
MSFT -2,252 -26.4%
BX -2,015 -100.0%
GRAL -1,538 -100.0%
IBM -955 -33.5%
QS -712 -36.6%
AMZN -599 -9.9%
META -568 -14.6%
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