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Olympiad Research Portfolio holdings
AUM
$48.1M
1-Year Est. Return
100.39%
This Fund
S&P 500
This Quarter
Est. Return
+4.07%
1 Year Est. Return
+100.39%
3 Year Est. Return
+188.76%
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 | |
|---|---|---|---|---|---|---|
151
Crown Holdings
CCK
$12.8B
| $238K | 0.18% |
+3,278
| New | +$234K |
|
152
eBay
EBAY
$48.6B
| $238K | 0.18% |
+6,595
| New | +$239K |
|
153
ScottsMiracle-Gro
SMG
$4.03B
| $238K | 0.18% |
+2,243
| New | +$229K |
|
154
T. Rowe Price
TROW
$25B
| $238K | 0.18% |
+1,957
| New | +$231K |
|
|
NP
155
DELISTED
Neenah, Inc. Common Stock
NP
| $238K | 0.18% |
+3,378
| New | +$230K |
|
156
CSX Corp
CSX
$98.6B
| $237K | 0.18% |
+9,837
| New | +$233K |
|
157
Integra LifeSciences
IART
$1.54B
| $237K | 0.18% |
+4,066
| New | +$242K |
|
158
RTX Corp
RTX
$287B
| $237K | 0.18% |
+2,514
| New | +$228K |
|
|
RAVN
159
DELISTED
Raven Industries Inc
RAVN
| $236K | 0.18% |
+6,838
| New | +$233K |
|
160
McKesson
MCK
$98.5B
| $235K | 0.18% |
+1,700
| New | +$240K |
|
161
Lennox International
LII
$18.8B
| $234K | 0.18% |
+960
| New | +$238K |
|
162
Broadcom
AVGO
$1.82T
| $232K | 0.18% |
+7,350
| New | +$223K |
|
163
First American
FAF
$7.67B
| $232K | 0.18% |
+3,980
| New | +$243K |
|
164
East-West Bancorp
EWBC
$17.9B
| $231K | 0.18% |
+4,737
| New | +$213K |
|
165
Extra Space Storage
EXR
$31.2B
| $229K | 0.18% |
+2,170
| New | +$237K |
|
166
TE Connectivity
TEL
$58.8B
| $228K | 0.18% |
+2,374
| New | +$220K |
|
|
ENBL
167
DELISTED
ENABLE MIDSTREAM PARTNERS, LP
ENBL
| $228K | 0.18% |
+22,736
| New | +$231K |
|
|
EV
168
DELISTED
Eaton Vance Corp.
EV
| $228K | 0.18% |
+4,884
| New | +$226K |
|
169
PPG Industries
PPG
$25.9B
| $226K | 0.17% |
+1,695
| New | +$215K |
|
170
Timken Company
TKR
$9.82B
| $225K | 0.17% |
+4,000
| New | +$202K |
|
171
Alaska Air
ALK
$5.15B
| $224K | 0.17% |
+3,303
| New | +$226K |
|
172
MillerKnoll
MLKN
$1.5B
| $224K | 0.17% |
+5,384
| New | +$249K |
|
|
MXIM
173
DELISTED
Maxim Integrated Products
MXIM
| $224K | 0.17% |
+3,638
| New | +$212K |
|
174
International Bancshares
IBOC
$4.77B
| $223K | 0.17% |
+5,171
| New | +$214K |
|
175
Lantheus
LNTH
$6.82B
| $223K | 0.17% |
+10,879
| New | +$220K |
|
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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.