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Equibles

Connolly Sarah T.

Location
BOSTON, MA
Portfolio Value
Micro $1,107,328
Diversification
Highly concentrated
Filing Date
Global Rank
#7,420 / 7,461 ▼ 2140 · as of Dec 2023
Top Industry
Software - Infrastructure 35.1%
3Y Alpha vs SPY
+0.2%
Period ended 2 years ago
Filed Feb 9, 2024 · 2y
13 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2023, never from the firm's own description.

Style
Unknown
$1,107,328 of valued equity, under the $10,000,000 needed to band a style
Turnover
Low turnover
8.2% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 13.0 quarters (12+)

Closest benchmark: the Dow Jones Industrial Average as of 2024-01-31, active share 90.4%; sector active share 58.3% against the combined 13F book's sector weights.

Over time 13 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

4 tracked positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023
Top Position
35.1%
+28.3 pts
Top 5
100.0%
+75.5 pts
Top 10
100.0%
+61.0 pts
HHI
2,666
Mar 2021 → Dec 2023 · range 206 – 2,666
Highly concentrated+2,417

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2023
Sector % Portfolio Value
Technology 35.1% $389,201
Utilities 25.6% $283,959
Consumer Defensive 21.1% $233,291
Healthcare 18.1% $200,877

Last Quarter's Activity

Export CSV
Dec 31, 2023 vs Sep 30, 2023

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open
NEE −39,860 4,675 $283,959
MSFT −30,928 1,035 $389,201
PG −25,488 1,592 $233,291
ABT −15,150 1,825 $200,877

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
AAPL 50,813 $8,699,693
TMO 10,254 $5,190,267
AMZN 40,643 $5,166,538
JNJ 31,230 $4,864,072
PEP 26,374 $4,468,810
XOM 37,315 $4,387,497
MDY 7,711 $3,521,151
GOOGL 26,884 $3,518,040
GOOG 26,049 $3,434,560
KO 59,319 $3,320,677
SYK 11,192 $3,058,437
MA 7,540 $2,985,161
TJX 30,825 $2,739,726
NVDA 6,049 $2,631,254
CRM 12,848 $2,605,317
NVS 24,811 $2,527,248
PANW 10,163 $2,382,613
DHR 9,599 $2,381,511
BKNG 746 $2,300,626
IQV 11,525 $2,267,543
LOW 10,336 $2,148,234
LIN 5,750 $2,141,012
ICE 19,019 $2,092,470
DE 5,544 $2,092,194
CVX 12,048 $2,031,533

Portfolio Positions

Export CSV View 13F filing
4 tracked positions · $1,107,328 total · filing declares 4 positions · $1,107,331 · as of Dec 31, 2023
All sectors Consumer Defensive Healthcare Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
MSFT
Microsoft Corp
Technology 		1,035 $389,201 35.15%
NEE
Nextera Energy Inc
Utilities 		4,675 $283,959 25.64%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		1,592 $233,291 21.07%
ABT
Abbott Laboratories
Healthcare 		1,825 $200,877 18.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.