WILLIAM JOHN SEMPOLINSKI

Q3 2026 13F-HR Holdings

Location
Easton, MA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$258,865
Net value change ($000)
+11,204 (4.5%)
New positions
7
Sold out positions
9
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 5,998 11.9%
AAPL 3,633 16.4%
SCHD 3,225 940.2%
NEAR 3,214 NEW
IBB 1,530 588.5%
GRAL 1,407 288.3%
TBUX 1,355 8.6%
SGOV 1,338 16.2%
MSFT 1,234 24.8%
GLD 954 313.8%
Top Reduces (Value $000, Stocks/ETFs)
ITB -2,768 -100.0%
TLT -1,699 -77.2%
SOXX -1,486 -29.3%
QS -1,476 -96.7%
TOTL -1,261 -78.0%
SMH -1,226 -23.7%
GLW -935 -81.2%
ITA -708 -14.7%
INTC -677 -100.0%
CAT -623 -32.0%
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