We are live on
!
Find out more
OR
Olympiad Research Portfolio holdings
AUM
$32.8M
1-Year Est. Return
50.11%
This Fund
S&P 500
This Quarter
Est. Return
+4.07%
1 Year Est. Return
+50.11%
3 Year Est. Return
+116.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
98.47%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
268
New
268
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$6.2M |
| 3 |
iShares MBS ETF
MBB
|
+$5.93M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.78M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.49M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 15.95% |
| 2 | Technology | 10.35% |
| 3 | Financials | 7.31% |
| 4 | Healthcare | 5.73% |
| 5 | Energy | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lincoln Electric
LECO
$13.8B
| $500K | 0.38% |
+5,173
| New | +$471K |
|
27
Parker-Hannifin
PH
$120B
| $480K | 0.37% |
+2,330
| New | +$451K |
|
|
SPR
28
DELISTED
Spirit AeroSystems
SPR
| $473K | 0.36% |
+6,484
| New | +$535K |
|
29
SPS Commerce
SPSC
$2.41B
| $468K | 0.36% |
+8,444
| New | +$449K |
|
30
PTC
PTC
$14.4B
| $464K | 0.36% |
+6,196
| New | +$441K |
|
31
Commault Systems
CVLT
$6.12B
| $458K | 0.35% |
+10,250
| New | +$485K |
|
32
Sabre
SABR
$684M
| $453K | 0.35% |
+20,178
| New | +$447K |
|
33
Texas Instruments
TXN
$258B
| $452K | 0.35% |
+3,526
| New | +$435K |
|
34
Haemonetics
HAE
$3.54B
| $450K | 0.35% |
+3,917
| New | +$474K |
|
35
Fair Isaac
FICO
$29.2B
| $441K | 0.34% |
+1,178
| New | +$396K |
|
36
Cummins
CMI
$89.5B
| $428K | 0.33% |
+2,393
| New | +$421K |
|
37
Watts Water Technologies
WTS
$11.6B
| $427K | 0.33% |
+4,283
| New | +$406K |
|
38
Open Text
OTEX
$5.65B
| $423K | 0.32% |
+9,588
| New | +$403K |
|
39
Dover
DOV
$28.8B
| $422K | 0.32% |
+3,661
| New | +$392K |
|
|
UCB
40
United Community Banks
UCB
$4.37B
| $420K | 0.32% |
+13,589
| New | +$411K |
|
41
Popular Inc
BPOP
$11.1B
| $417K | 0.32% |
+7,093
| New | +$396K |
|
42
Emerson Electric
EMR
$78.2B
| $409K | 0.31% |
+5,363
| New | +$386K |
|
43
Inogen
INGN
$178M
| $405K | 0.31% |
+5,926
| New | +$372K |
|
44
KeyCorp
KEY
$25.4B
| $399K | 0.31% |
+19,721
| New | +$372K |
|
45
Applied Materials
AMAT
$421B
| $392K | 0.3% |
+6,417
| New | +$361K |
|
46
Jack Henry & Associates
JKHY
$10.8B
| $391K | 0.3% |
+2,687
| New | +$392K |
|
47
Middleby
MIDD
$6.02B
| $390K | 0.3% |
+3,557
| New | +$408K |
|
48
Huntington Bancshares
HBAN
$37B
| $389K | 0.3% |
+25,782
| New | +$378K |
|
|
CDK
49
DELISTED
CDK Global, Inc.
CDK
| $388K | 0.3% |
+7,093
| New | +$364K |
|
50
HEICO Corp Class A
HEI.A
$34.9B
| $387K | 0.3% |
+4,324
| New | +$412K |
|
Similar funds
SCA
RL
PE
MP
SP
QCA
WTG
VL
Olympiad Research's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Olympiad Research, which disclosed 268 positions worth $130M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Vanguard Short-Term Corporate Bond ETF: 80,739 shares worth $6.54M.
By sector, the portfolio is most concentrated in Industrials at 16% of assets, followed by Technology and Financials.
- Olympiad Research's largest Q4 2019 buy was Vanguard Short-Term Corporate Bond ETF: 80,739 shares worth $6.54M.
- Olympiad Research's ten largest holdings make up 40% of its $130M portfolio in Q4 2019.
- Olympiad Research disclosed 268 positions in Q4 2019, its first 13F filing on record.
Based on Olympiad Research's 13F filing for Q4 2019, filed 12 Feb 2020.