APPLIED RESEARCH INVESTMENTS, LLC
Filing Date
Global Rank
#6,478
/ 6,687
▼ 494
Top Industry
Software - Infrastructure
38.0%
3Y Alpha vs SPY
-10.8%
Period ended 3 years ago
Filed Nov 14, 2022 · 3y
10 quarters · since Jun 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.1%
SPY
+76.3%
Annualised alpha
-10.8%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Top Position
29.9%
+22.4 pts
Top 5
63.5%
+35.5 pts
Top 10
95.2%
+43.8 pts
HHI
1,402
Diversified+983
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 55.2% | $1,935,105 |
| Healthcare | 21.2% | $741,901 |
| Industrials | 9.7% | $340,122 |
| Communication Services | 7.8% | $274,802 |
| Consumer Cyclical | 6.1% | $213,231 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +2,294 | 2,873 | $274,802 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −5,680 | 1,887 | $213,231 | |
| SONY | Sony Group Corp | −5,219 | 13,233 | $169,514 | |
| AAPL | Apple Inc. | −4,846 | 1,611 | $222,640 | |
| JNJ | Johnson & Johnson | −3,529 | 1,531 | $250,104 | |
| MSFT | Microsoft Corp | −3,171 | 1,220 | $284,138 | |
| MSI | Motorola Solutions, Inc. | −2,860 | 947 | $212,099 | |
| CHKP | Check Point Software Technologies Ltd | −2,412 | 9,344 | $1,046,714 | |
| TMO | Thermo Fisher Scientific Inc. | −1,258 | 418 | $212,005 | |
| UNH | Unitedhealth Group Inc | −1,201 | 554 | $279,792 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WCN | Waste Connections, Inc. | 2,517 | $340,122 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MA | Mastercard Inc | 3,072 | $969,154 | |
| SPGI | S&P Global Inc. | 2,825 | $952,194 | |
| DG | Dollar General Corp | 3,667 | $900,028 | |
| ACN | Accenture plc | 3,218 | $893,477 | |
| AON | Aon plc | 2,823 | $761,306 | |
| EL | Estee Lauder Companies Inc | 2,739 | $697,541 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 7,758 | $634,216 | |
| IQV | Iqvia Holdings Inc. | 2,762 | $599,326 | |
| MSCI | MSCI Inc. | 1,450 | $597,617 | |
| INTU | Intuit Inc. | 1,510 | $582,014 | |
| PAC | Pacific Airport Group | 3,908 | $545,478 | |
| MCO | Moodys Corp /De/ | 1,997 | $543,124 | |
| CNI | Canadian National Railway Co | 4,305 | $484,183 | |
| TT | Trane Technologies plc | 3,638 | $472,467 | |
| SHOP | Shopify Inc. | 13,350 | $417,054 | |
| FTV | Fortive Corp | 9,549 | $391,315 | |
| COST | Costco Wholesale Corp /New | 772 | $370,004 | |
| TSLA | Tesla, Inc. | 722 | $162,069 | |
| NOW | ServiceNow, Inc. | 1,410 | $134,096 | |
| No positions match the current search. | ||||
11 positions ·
$3,505,161 total
· as of Sep 30, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Reduced | 9,344 | $1,046,714 | 29.86% | |
| WCN |
Waste Connections, Inc.
Industrials
|
NEW | 2,517 | $340,122 | 9.70% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,220 | $284,138 | 8.11% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 554 | $279,792 | 7.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,873 | $274,802 | 7.84% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,531 | $250,104 | 7.14% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,611 | $222,640 | 6.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,887 | $213,231 | 6.08% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 947 | $212,099 | 6.05% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 418 | $212,005 | 6.05% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 13,233 | $169,514 | 4.84% |