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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 | |
|---|---|---|---|---|---|---|
201
Pinnacle West Capital
PNW
$12.8B
| $212K | 0.16% |
+2,361
| New | +$213K |
|
202
Hershey
HSY
$36.1B
| $211K | 0.16% |
+1,437
| New | +$213K |
|
203
iShares Latin America 40 ETF
ILF
$3.78B
| $211K | 0.16% |
+6,215
| New | +$203K |
|
204
Revvity
RVTY
$12.1B
| $211K | 0.16% |
+2,177
| New | +$194K |
|
205
Berkshire Hathaway Class B
BRK.B
$1.07T
| $210K | 0.16% |
+927
| New | +$201K |
|
206
CGI
GIB
$14.5B
| $209K | 0.16% |
+2,494
| New | +$201K |
|
207
Kforce
KFRC
$1.03B
| $209K | 0.16% |
+5,262
| New | +$208K |
|
208
Plains All American Pipeline
PAA
$17.2B
| $209K | 0.16% |
+11,366
| New | +$209K |
|
209
Regal Rexnord
RRX
$13.7B
| $209K | 0.16% |
+2,436
| New | +$193K |
|
210
SEI Investments
SEIC
$12B
| $209K | 0.16% |
+3,187
| New | +$198K |
|
211
Stanley Black & Decker
SWK
$14.4B
| $209K | 0.16% |
+1,258
| New | +$195K |
|
212
Allison Transmission
ALSN
$9.92B
| $208K | 0.16% |
+4,299
| New | +$200K |
|
213
Ameriprise Financial
AMP
$47.6B
| $208K | 0.16% |
+1,246
| New | +$193K |
|
214
Avnet
AVT
$7.07B
| $208K | 0.16% |
+4,905
| New | +$202K |
|
215
BlackLine
BL
$1.81B
| $208K | 0.16% |
+4,032
| New | +$201K |
|
216
Integer Holdings
ITGR
$3.36B
| $208K | 0.16% |
+2,588
| New | +$198K |
|
217
Plexus
PLXS
$6.52B
| $208K | 0.16% |
+2,709
| New | +$197K |
|
218
Delta Air Lines
DAL
$56.9B
| $207K | 0.16% |
+3,534
| New | +$198K |
|
219
Carlisle Companies
CSL
$13.8B
| $206K | 0.16% |
+1,270
| New | +$196K |
|
220
Glacier Bancorp
GBCI
$6.47B
| $206K | 0.16% |
+4,476
| New | +$193K |
|
221
Moody's
MCO
$84.1B
| $206K | 0.16% |
+869
| New | +$193K |
|
222
Sunoco
SUN
$14B
| $206K | 0.16% |
+6,718
| New | +$212K |
|
223
Automatic Data Processing
ADP
$102B
| $205K | 0.16% |
+1,200
| New | +$199K |
|
224
Omnicell
OMCL
$1.87B
| $205K | 0.16% |
+2,513
| New | +$193K |
|
225
Xylem
XYL
$28.5B
| $205K | 0.16% |
+2,597
| New | +$202K |
|
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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.