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.
Karp Capital Management Corp (CIK 1629680) reported $489.1M across 121 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: IWV ($27.9M, 5.71%), IXUS ($23.1M, 4.73%), IBDQ ($22.2M, 4.54%), VOO ($19.7M, 4.03%), FTGC ($16.1M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $27.9M | 5.71% | 134,777 | New |
| 2 | IXUS | ISHARES TR | $23.1M | 4.73% | 453,882 | Added |
| 3 | IBDQ | ISHARES TR | $22.2M | 4.54% | 919,712 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $19.7M | 4.03% | 59,991 | Added |
| 5 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $16.1M | 3.30% | 636,321 | Trimmed |
| 6 | KIE | SPDR SER TR | $14.9M | 3.05% | 412,551 | Trimmed |
| 7 | AAPL | APPLE INC | $14.3M | 2.91% | 103,155 | Trimmed |
| 8 | BAUG | INNOVATOR ETFS TR | $12.2M | 2.50% | 432,654 | New |
| 9 | XOP | SPDR SER TR | $11.7M | 2.39% | 93,821 | Added |
| 10 | AGG | ISHARES TR | $11.6M | 2.37% | 120,142 | Added |
| 11 | BSEP | INNOVATOR ETFS TR | $10.9M | 2.23% | 380,391 | New |
| 12 | VNLA | JANUS DETROIT STR TR | $10.8M | 2.21% | 222,977 | New |
| 13 | IBDP | ISHARES TR | $10.8M | 2.20% | 442,099 | Added |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | $10.7M | 2.18% | 165,434 | Added |
| 15 | BALT | INNOVATOR ETFS TR | $9.2M | 1.89% | 358,104 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 1.73% | 62,422 | Trimmed |
| 17 | STIP | ISHARES TR | $8.3M | 1.70% | 86,273 | Trimmed |
| 18 | VAW | VANGUARD WORLD FDS | $8.3M | 1.69% | 55,595 | New |
| 19 | UAPR | INNOVATOR ETFS TR | $8.2M | 1.68% | 337,743 | Trimmed |
| 20 | DVY | ISHARES TR | $8.1M | 1.66% | 75,941 | Trimmed |
| 21 | RLY | SSGA ACTIVE ETF TR | $7.8M | 1.60% | 302,343 | Added |
| 22 | KRBN | KRANESHARES TR | $7.4M | 1.50% | 197,794 | Added |
| 23 | INDA | ISHARES TR | $7.0M | 1.44% | 172,423 | Trimmed |
| 24 | IEFA | ISHARES TR | $6.9M | 1.41% | 130,548 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $6.9M | 1.41% | 55,883 | Added |
Source: SEC Form 13F filings · as of 2022-09-30