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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 | |
|---|---|---|---|---|---|---|
51
HEICO Corp
HEI
$47.6B
| $385K | 0.3% |
+3,377
| New | +$416K |
|
52
IBM
IBM
$202B
| $381K | 0.29% |
+2,971
| New | +$386K |
|
|
HDS
53
DELISTED
HD Supply Holdings, Inc.
HDS
| $378K | 0.29% |
+9,390
| New | +$373K |
|
54
Intuit
INTU
$80.6B
| $376K | 0.29% |
+1,435
| New | +$375K |
|
55
Mueller Industries
MLI
$13B
| $376K | 0.29% |
+47,364
| New | +$362K |
|
56
General Dynamics
GD
$101B
| $373K | 0.29% |
+2,115
| New | +$380K |
|
|
MNTV
57
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $371K | 0.28% |
+20,738
| New | +$365K |
|
58
Universal Health Services
UHS
$9.13B
| $370K | 0.28% |
+2,577
| New | +$367K |
|
59
Emcor
EME
$33B
| $368K | 0.28% |
+4,260
| New | +$375K |
|
60
Align Technology
ALGN
$12.6B
| $367K | 0.28% |
+1,314
| New | +$328K |
|
61
Hanover Insurance
THG
$7.52B
| $367K | 0.28% |
+2,685
| New | +$361K |
|
62
Labcorp
LH
$22.9B
| $364K | 0.28% |
+2,503
| New | +$361K |
|
63
IDEX
IEX
$16.3B
| $354K | 0.27% |
+2,061
| New | +$334K |
|
64
Paychex
PAYX
$40.9B
| $352K | 0.27% |
+4,143
| New | +$350K |
|
65
Pinnacle Financial Partners Inc
PNFP
$15.1B
| $351K | 0.27% |
+5,488
| New | +$331K |
|
66
UnitedHealth
UNH
$384B
| $351K | 0.27% |
+1,194
| New | +$312K |
|
67
Rollins
ROL
$21.5B
| $346K | 0.27% |
+15,651
| New | +$371K |
|
68
Ametek
AME
$53.9B
| $343K | 0.26% |
+3,434
| New | +$325K |
|
69
Nordson
NDSN
$15.8B
| $342K | 0.26% |
+2,102
| New | +$332K |
|
70
UFP Industries
UFPI
$4.81B
| $339K | 0.26% |
+7,116
| New | +$335K |
|
71
HNI Corp
HNI
$3.02B
| $338K | 0.26% |
+9,032
| New | +$345K |
|
|
AZPN
72
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $338K | 0.26% |
+2,791
| New | +$338K |
|
73
Honeywell
HON
$71.9B
| $328K | 0.25% |
+1,968
| New | +$322K |
|
|
CTXS
74
DELISTED
Citrix Systems Inc
CTXS
| $326K | 0.25% |
+2,940
| New | +$316K |
|
75
Northrop Grumman
NOC
$75.5B
| $323K | 0.25% |
+938
| New | +$330K |
|
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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.