Fund HoldingsAdvanced Portfolio Management, LLC

Total Portfolio Value
$94.95M
Total Bought
$77.50M
Total Sold
$102.40M
Net Transaction
-$24.89M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)040,000+40,000019,01220.02%+19,012
ROYALTY PHARMA PLC(RPRX)0135,000+135,00003,7923.99%+3,792
BANK AMERICA CORP075,000+75,00002,5252.66%+2,525
VODAFONE GROUP PLC NEW(VOD)0275,000+275,00002,3932.52%+2,393
META PLATFORMS INC(META)06,608+6,60802,3392.46%+2,339
ICICI BANK LIMITED(IBN)085,000+85,00002,0262.13%+2,026
COUPANG INC(CPNG)0125,000+125,00002,0242.13%+2,024
SHELL PLC(SHEL)030,000+30,00001,9742.08%+1,974
NU HLDGS LTD(NU)0225,000+225,00001,8741.97%+1,874
STELLANTIS N.V(STLA)075,000+75,00001,7491.84%+1,749
ELI LILLY & CO(LLY)02,978+2,97801,7361.83%+1,736
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)06,291+6,29101,7201.81%+1,720
BIO-TECHNE CORP(TECH)022,028+22,02801,7001.79%+1,700
NEW FORTRESS ENERGY INC045,000+45,00001,6981.79%+1,698
GENERAC HLDGS INC(GNRC)012,346+12,34601,5961.68%+1,596
CVS HEALTH CORP(CVS)019,940+19,94001,5741.66%+1,574
FORTINET INC(FTNT)026,264+26,26401,5371.62%+1,537
PENTAIR PLC(PNR)021,034+21,03401,5291.61%+1,529
RESMED INC(RMD)08,785+8,78501,5111.59%+1,511
ORGANON & CO(OGN)0104,229+104,22901,5031.58%+1,503
ALLIANT ENERGY CORP(LNT)026,226+26,22601,3451.42%+1,345
FIRST SOLAR INC(FSLR)07,500+7,50001,2921.36%+1,292
HUMANA INC(HUM)02,750+2,75001,2591.33%+1,259
PROCTER AND GAMBLE CO(PG)2,79810,947+8,1494081,6041.69%+1,196
CERIDIAN HCM HLDG INC6,13819,295+13,1574161,2951.36%+879
ALTRIA GROUP INC(MO)020,000+20,00008070.85%+807
BARRICK GOLD CORP040,000+40,00007240.76%+724
MODERNA INC(MRNA)06,014+6,01405980.63%+598
CATALENT INC012,532+12,53205630.59%+563
REVVITY INC(RVTY)05,016+5,01605480.58%+548
APTIV PLC(APTV)05,766+5,76605170.54%+517
WARNER BROS DISCOVERY INC(WBD)045,186+45,18605140.54%+514
LINCOLN NATL CORP IND(LNC)018,956+18,95605110.54%+511
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
05,958+5,95805090.54%+509
NEWMONT CORP(NEM)012,262+12,26205080.53%+508
VIATRIS INC(VTRS)046,669+46,66905050.53%+505
TELEDYNE TECHNOLOGIES INC(TDY)01,128+1,12805030.53%+503
WABTEC(WAB)03,897+3,89704950.52%+495
DUPONT DE NEMOURS INC(DD)06,250+6,25004810.51%+481
BORGWARNER INC013,213+13,21304740.50%+474
ABBVIE INC(ABBV)02,999+2,99904650.49%+465
ALPHABET INC(GOOG)03,246+3,24604530.48%+453
AIR PRODS & CHEMS INC01,641+1,64104490.47%+449
XCEL ENERGY INC(XEL)07,239+7,23904480.47%+448
MOLINA HEALTHCARE INC(MOH)01,224+1,22404420.47%+442
AUTOMATIC DATA PROCESSING IN01,891+1,89104410.46%+441
HESS CORP03,028+3,02804370.46%+437
WEST PHARMACEUTICAL SVSC INC(WST)01,238+1,23804360.46%+436
THE CIGNA GROUP(CI)01,443+1,44304320.46%+432
APPLE INC(AAPL)022,734+22,73404,3774.61%+4,377
PROGRESSIVE CORP(PGR)02,705+2,70504310.45%+431
SCHLUMBERGER LTD(SLB)08,084+8,08404210.44%+421
APA CORPORATION(APA)011,580+11,58004150.44%+415
FOX CORP(FOX)013,988+13,98804150.44%+415
MARATHON OIL CORP017,162+17,16204150.44%+415
HALLIBURTON CO(HAL)011,322+11,32204090.43%+409
EVEREST GROUP LTD(EG)01,123+1,12303970.42%+397
ARCH CAP GROUP LTD
ORD
05,095+5,09503780.40%+378
INGERSOLL RAND INC(IR)6,5117,037+5264155440.57%+129
TESLA INC(TSLA)1,7141,926+2124294790.50%+50
AMAZON COM INC(AMZN)(Call)6000-600000
GENERAL MTRS CO(Call)
CALL
1,0000-1,000000
VICI PPTYS INC(VICI)000000
TEXTRON INC(TXT)000000
COCA COLA CO(KO)000000
PHILIP MORRIS INTL INC(PM)000000
CONOCOPHILLIPS(COP)000000
SOUTHWEST AIRLS CO(Call)2,5000-2,5001570-156
EDISON INTL(EIX)6,3110-6,3113990-399
IQVIA HLDGS INC(IQV)2,0320-2,0324000-400
JOHNSON & JOHNSON(JNJ)000000
WALMART INC(WMT)000000
ILLINOIS TOOL WKS INC(ITW)1,7740-1,7744090-409
ATMOS ENERGY CORP(ATO)3,8590-3,8594090-409
EATON CORP PLC(ETN)1,9200-1,9204090-409
SIMON PPTY GROUP INC NEW(SPG)3,7930-3,7934100-410
INVITATION HOMES INC(INVH)12,9400-12,9404100-410
GENERAL MLS INC(GIS)6,4310-6,4314120-412
3M CO(MMM)4,4000-4,4004120-412
IDEXX LABS INC(IDXX)9430-9434120-412
MASTERCARD INCORPORATED(MA)1,0430-1,0434130-413
INTUIT(INTU)8110-8114140-414
ECOLAB INC(ECL)2,4490-2,4494150-415
MOODYS CORP(MCO)1,3130-1,3134150-415
ALLEGION PLC(ALLE)3,9840-3,9844150-415
META PLATFORMS INC(META)1,3830-1,3834150-415
PAYCOM SOFTWARE INC(PAYC)1,6040-1,6044160-416
ANSYS INC1,3980-1,3984160-416
PALO ALTO NETWORKS INC(PANW)1,7770-1,7774170-417
NORDSON CORP(NDSN)1,8700-1,8704170-417
EQUIFAX INC(EFX)2,2820-2,2824180-418
INTERCONTINENTAL EXCHANGE IN(ICE)3,8130-3,8134200-420
AXON ENTERPRISE INC(AXON)2,1130-2,1134200-420
AUTODESK INC2,0400-2,0404220-422
SERVICENOW INC(NOW)7560-7564230-423
APPLIED MATLS INC3,0530-3,0534230-423
INVESCO LTD(IVZ)29,1940-29,1944240-424
EXPEDIA GROUP INC(EXPE)4,1150-4,1154240-424
KLA CORP(KLAC)9250-9254240-424
NVIDIA CORPORATION(NVDA)3,723917-2,8061,6194540.48%-1,165
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