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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 | |
|---|---|---|---|---|---|---|
76
Edwards Lifesciences
EW
$49.3B
| $321K | 0.25% |
+4,128
| New | +$322K |
|
77
Varex Imaging
VREX
$452M
| $321K | 0.25% |
+10,784
| New | +$322K |
|
|
ABMD
78
DELISTED
Abiomed Inc
ABMD
| $321K | 0.25% |
+1,881
| New | +$349K |
|
|
ISBC
79
DELISTED
Investors Bancorp, Inc.
ISBC
| $321K | 0.25% |
+26,901
| New | +$322K |
|
80
First Financial Bankshares
FFIN
$4.96B
| $320K | 0.25% |
+9,130
| New | +$314K |
|
81
Illinois Tool Works
ITW
$77.9B
| $320K | 0.25% |
+1,784
| New | +$302K |
|
82
Baxter International
BAX
$11.5B
| $319K | 0.24% |
+3,811
| New | +$315K |
|
83
Comfort Systems
FIX
$60.5B
| $319K | 0.24% |
+6,393
| New | +$311K |
|
|
CSGS
84
DELISTED
CSG Systems International
CSGS
| $318K | 0.24% |
+6,138
| New | +$331K |
|
85
Eaton
ETN
$156B
| $318K | 0.24% |
+3,352
| New | +$298K |
|
86
Hope Bancorp
HOPE
$1.73B
| $318K | 0.24% |
+21,378
| New | +$310K |
|
87
NBT Bancorp
NBTB
$2.73B
| $317K | 0.24% |
+7,820
| New | +$307K |
|
88
Progress Software
PRGS
$1.63B
| $317K | 0.24% |
+7,633
| New | +$310K |
|
89
Southwest Airlines
LUV
$23.5B
| $315K | 0.24% |
+5,839
| New | +$324K |
|
|
CISN
90
DELISTED
Cision Ltd. Ordinary Share
CISN
| $310K | 0.24% |
+31,139
| New | +$297K |
|
91
iShares US Real Estate ETF
IYR
$4.52B
| $308K | 0.24% |
+3,305
| New | +$306K |
|
92
Community Bank
CBU
$3.56B
| $307K | 0.24% |
+4,324
| New | +$290K |
|
93
Lockheed Martin
LMT
$118B
| $307K | 0.24% |
+788
| New | +$302K |
|
|
TRTN
94
DELISTED
Triton International Limited
TRTN
| $307K | 0.24% |
+7,649
| New | +$283K |
|
95
Cencora
COR
$59.7B
| $302K | 0.23% |
+3,548
| New | +$304K |
|
96
Franklin Electric
FELE
$4.59B
| $302K | 0.23% |
+5,275
| New | +$279K |
|
97
Fulton Financial
FULT
$4.69B
| $302K | 0.23% |
+17,314
| New | +$294K |
|
|
EBIX
98
DELISTED
Ebix Inc
EBIX
| $294K | 0.23% |
+8,809
| New | +$326K |
|
99
Forward Air
FWRD
$410M
| $293K | 0.23% |
+4,182
| New | +$283K |
|
100
Oracle
ORCL
$354B
| $291K | 0.22% |
+5,493
| New | +$302K |
|
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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.