Location
Levis, A8
Holdings as of
12/31/2021
Date filed
8/30/2024
Form type
13F-HR
Num holdings
2,521
Total value ($000)
$10,103,230
Net value change ($000)
+470,011 (4.9%)
New positions
118
Sold out positions
156
Turnover %
0.6%
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 Q3 2021
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)
TD 69,882 22.2%
BNS 53,175 19.1%
AAPL 42,377 25.5%
MSFT 33,703 14.1%
RY 31,734 8.6%
BN 26,281 13.0%
SU 24,236 24.5%
CP 24,122 36.1%
MGA 22,070 46.7%
NTR 18,020 20.5%
Top Reduces (Value $000, Stocks/ETFs)
IVV -311,166 -78.5%
iSHARES TRUST -19,632 -100.0%
COST -19,120 -33.3%
BABA -18,662 -35.4%
CTAS -16,949 -93.7%
IBM -10,811 -46.1%
SE -9,110 -32.6%
NEM -9,012 -79.3%
T -8,345 -22.9%
PATTERSON COMPANIES, INC. -8,271 -99.9%
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