Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hochman Cole Investment Advisors, Inc. (CIK 1568890) reported $255.3M across 128 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: XLK ($18.5M, 7.24%), FXL ($15.7M, 6.15%), QQQ ($15.6M, 6.12%), XLV ($15.2M, 5.94%), PFFD ($14.3M, 5.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $18.5M | 7.24% | 123,832 | Trimmed |
| 2 | FXL | FIRST TR EXCHANGE TRADED FD | $15.7M | 6.15% | 127,827 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $15.6M | 6.12% | 43,671 | Added |
| 4 | XLV | SELECT SECTOR SPDR TR | $15.2M | 5.94% | 119,180 | Trimmed |
| 5 | PFFD | GLOBAL X FDS | $14.3M | 5.58% | 553,362 | Added |
| 6 | XLP | SELECT SECTOR SPDR TR | $9.9M | 3.87% | 143,690 | Added |
| 7 | ICSH | ISHARES TR | $9.4M | 3.68% | 185,797 | Trimmed |
| 8 | SPY | SPDR S&P 500 ETF TR | $8.7M | 3.40% | 20,220 | Added |
| 9 | XLC | SELECT SECTOR SPDR TR | $8.4M | 3.30% | 105,089 | Added |
| 10 | XLU | SELECT SECTOR SPDR TR | $6.0M | 2.34% | 93,363 | Added |
| 11 | AAPL | APPLE INC | $5.5M | 2.16% | 38,987 | Added |
| 12 | VB | VANGUARD INDEX FDS | $5.2M | 2.05% | 23,884 | Trimmed |
| 13 | IBB | ISHARES TR | $4.9M | 1.93% | 30,537 | Added |
| 14 | IWF | ISHARES TR | $4.5M | 1.75% | 16,300 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.73% | 29,415 | Trimmed |
| 16 | SDY | SPDR SER TR | $4.4M | 1.71% | 37,225 | Trimmed |
| 17 | MOAT | VANECK ETF TRUST | $4.1M | 1.61% | 56,287 | Added |
| 18 | IWB | ISHARES TR | $4.0M | 1.56% | 16,498 | Trimmed |
| 19 | ABBV | ABBVIE INC | $3.9M | 1.54% | 36,415 | Added |
| 20 | VV | VANGUARD INDEX FDS | $3.9M | 1.51% | 19,185 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $3.8M | 1.49% | 13,069 | Trimmed |
| 22 | PSEP | INNOVATOR ETFS TR | $3.1M | 1.23% | 107,832 | New |
| 23 | FTSM | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.14% | 48,743 | Trimmed |
| 24 | XPH | SPDR SER TR | $2.5M | 0.98% | 52,630 | Trimmed |
| 25 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.4M | 0.95% | 48,186 | Added |
Source: SEC Form 13F filings · as of 2021-09-30