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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 | |
|---|---|---|---|---|---|---|
176
Gibraltar Industries
ROCK
$1.35B
| $223K | 0.17% |
+4,413
| New | +$222K |
|
|
GLOP
177
DELISTED
GASLOG PARTNERS LP
GLOP
| $223K | 0.17% |
+14,236
| New | +$248K |
|
178
Apollo Global Management
APO
$71.8B
| $222K | 0.17% |
+4,653
| New | +$199K |
|
179
Imperial Oil
IMO
$60.8B
| $222K | 0.17% |
+8,390
| New | +$212K |
|
180
ADT
ADT
$5.26B
| $221K | 0.17% |
+27,931
| New | +$221K |
|
181
Chemed
CHE
$6.78B
| $221K | 0.17% |
+504
| New | +$212K |
|
182
FTI Consulting
FCN
$4.87B
| $221K | 0.17% |
+1,993
| New | +$218K |
|
183
Portland General Electric
POR
$5.98B
| $220K | 0.17% |
+3,947
| New | +$221K |
|
184
Gentherm
THRM
$1.28B
| $220K | 0.17% |
+4,962
| New | +$211K |
|
185
Wheaton Precious Metals
WPM
$50.5B
| $220K | 0.17% |
+7,384
| New | +$202K |
|
186
Canadian Natural Resources
CNQ
$94B
| $219K | 0.17% |
+13,849
| New | +$188K |
|
187
Medtronic
MDT
$109B
| $219K | 0.17% |
+1,932
| New | +$212K |
|
|
AVLR
188
DELISTED
Avalara, Inc.
AVLR
| $219K | 0.17% |
+2,989
| New | +$217K |
|
189
Core Laboratories
CLB
$521M
| $218K | 0.17% |
+5,787
| New | +$260K |
|
190
Enterprise Products Partners
EPD
$82.9B
| $217K | 0.17% |
+7,707
| New | +$209K |
|
191
nVent Electric
NVT
$23.5B
| $217K | 0.17% |
+8,473
| New | +$197K |
|
192
Valero Energy
VLO
$90.2B
| $217K | 0.17% |
+2,312
| New | +$218K |
|
193
Ecolab
ECL
$76.4B
| $216K | 0.17% |
+1,119
| New | +$212K |
|
194
A.O. Smith
AOS
$8.57B
| $215K | 0.17% |
+4,517
| New | +$219K |
|
195
Sanmina
SANM
$10.9B
| $215K | 0.17% |
+6,273
| New | +$201K |
|
196
Xerox
XRX
$354M
| $215K | 0.17% |
+5,834
| New | +$204K |
|
197
MGIC Investment
MTG
$6.36B
| $213K | 0.16% |
+15,000
| New | +$208K |
|
|
KNL
198
DELISTED
Knoll, Inc.
KNL
| $213K | 0.16% |
+8,418
| New | +$222K |
|
199
C.H. Robinson
CHRW
$20.8B
| $212K | 0.16% |
+2,715
| New | +$216K |
|
200
JB Hunt Transport Services
JBHT
$26.1B
| $212K | 0.16% |
+1,815
| New | +$209K |
|
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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.