Connolly Sarah T.
CIK
1845262
Location
BOSTON, MA
Portfolio Value
Micro
$1,107,328
Diversification
Highly concentrated
Filing Date
Global Rank
#7,252
/ 7,322
▼ 3285
· as of Dec 2023
Top Industry
Software - Infrastructure
35.1%
3Y Alpha vs SPY
-12.3%
Period ended 2 years ago
Filed Feb 9, 2024 · 2y
13 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+27.4%
SPY
+76.5%
Annualised alpha
-12.5%
Max drawdown
−15.3%
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
4 positions · as of Dec 31, 2023 · Δ vs Sep 30, 2023Top Position
35.1%
+27.2 pts
Top 5
100.0%
+73.3 pts
Top 10
100.0%
+58.6 pts
HHI
2,666
Highly concentrated+2,386
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 CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 50,813 | $8,699,693 | |
| TMO | Thermo Fisher Scientific Inc. | 10,254 | $5,190,267 | |
| AMZN | Amazon Com Inc | 40,643 | $5,166,538 | |
| JNJ | Johnson & Johnson | 31,230 | $4,864,072 | |
| PEP | Pepsico Inc | 26,374 | $4,468,810 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 7,711 | $3,521,151 | |
| GOOGL | Alphabet Inc. | 26,884 | $3,518,040 | |
| KO | Coca Cola Co | 59,319 | $3,320,677 | |
| SYK | Stryker Corp | 11,192 | $3,058,437 | |
| MA | Mastercard Inc | 7,540 | $2,985,161 | |
| TJX | Tjx Companies Inc /De/ | 30,825 | $2,739,726 | |
| CRM | Salesforce, Inc. | 12,848 | $2,605,317 | |
| NVS | Novartis AG | 24,811 | $2,527,248 | |
| IQV | Iqvia Holdings Inc. | 11,525 | $2,267,543 | |
| LOW | Lowes Companies Inc | 10,336 | $2,148,234 | |
| LIN | Linde PLC | 5,750 | $2,141,012 | |
| DHR | Danaher Corp /De/ | 9,599 | $2,111,269 | |
| ICE | Intercontinental Exchange, Inc. | 19,019 | $2,092,470 | |
| DE | Deere & Co | 5,544 | $2,092,194 | |
| CVX | Chevron Corp | 12,048 | $2,031,533 | |
| WM | Waste Management Inc | 13,096 | $1,996,354 | |
| JPM | Jpmorgan Chase & Co | 13,415 | $1,945,443 | |
| ROP | Roper Technologies Inc | 3,863 | $1,870,773 | |
| MDT | Medtronic plc | 21,514 | $1,685,837 | |
| ROK | Rockwell Automation, Inc | 5,844 | $1,670,624 | |
| No positions match the current search. | ||||
4 positions ·
$1,107,328 total
· as of Dec 31, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,035 | $389,201 | 35.15% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 4,675 | $283,959 | 25.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,592 | $233,291 | 21.07% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 1,825 | $200,877 | 18.14% |