WILLIAM JOHN SEMPOLINSKI

CIK

2149024

Location

EASTON, MA

Portfolio Value

Small $240,353,944

Diversification

Diversified

Filing Date

Global Rank

#5,673 / 8,811 ▲ 577 · as of Jun 2026

Top Industry

Semiconductors 40.0%

3Y Alpha vs SPY

-2.5%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

4 quarters · since Dec 2025

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 Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 67.7%; sector active share 38.8% against the combined 13F book's sector weights.

Over time 3 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.

View clone backtest

Portfolio Concentration

104 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.5%

+3.1 pts

Top 5

57.8%

−0.8 pts

Top 10

71.9%

−0.3 pts

HHI

936

Diversified−8

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$95,646,121	16
Unclassified	37.6%	$90,487,587	42
Communication Services	5.8%	$13,821,054	4
Financial Services	4.1%	$9,892,034	10
Industrials	3.3%	$7,875,552	7
Consumer Cyclical	3.3%	$7,813,634	5
Healthcare	2.4%	$5,688,102	8
Basic Materials	1.0%	$2,482,090	2
Real Estate	0.9%	$2,158,264	2
Energy	0.6%	$1,533,840	3
Consumer Defensive	0.6%	$1,481,691	2
Utilities	0.6%	$1,473,975	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+98,860	109,680	$3,567,890
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	+28,600	344,091	$17,056,590
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+18,985	96,427	$4,075,969
CGHM	Capital Group Municipal High-Income ETF	+15,500	32,400	$779,868
CGDV	Capital Group Dividend Value ETF	+13,590	205,350	$10,031,347
SGOV	iShares 0-3 Month Treasury Bond ETF	+13,282	95,072	$9,571,848
RKLB	Rocket Lab Corp	+7,275	33,075	$2,304,666
—		+7,135	8,503	$0
SPCX	Space Exploration Technologies Corp	+6,832	10,902	$1,644,675
GRAL	GRAIL, Inc.	+6,375	13,525	$1,895,123
GARP	iShares MSCI USA Quality GARP ETF	+4,450	27,840	$2,373,638
IEFA	iShares Core MSCI EAFE ETF	+2,995	11,655	$1,129,136
GLD	Spdr Gold Trust	+2,478	3,303	$1,257,914
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+2,400	10,730	$828,892
AVEM	Avantis Emerging Markets Equity ETF	+2,100	33,093	$3,111,403
RVMD	Revolution Medicines, Inc.	+1,900	3,750	$769,725
LYG	Lloyds Banking Group plc	+1,800	74,820	$421,236
WMT	Walmart Inc.	+1,601	11,192	$1,163,072
JNJ	Johnson & Johnson	+1,400	3,531	$934,796
GH	Guardant Health, Inc.	+1,050	3,900	$695,604
CGBL	Capital Group Core Balanced ETF	+925	55,655	$2,045,321
XOM	ExxonMobil Holdings Corp	+894	2,403	$391,088
AAPL	Apple Inc.	+874	77,425	$25,784,073
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	+835	20,260	$3,588,248
QUAL	iShares MSCI USA Quality Factor ETF	+533	24,541	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QS	QuantumScape Corp	−190,990	11,000	$51,095
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	−31,450	9,526	$356,462
LAES	SEALSQ Corp	−21,700	18,000	$42,120
TLT	iShares 20+ Year Treasury Bond ETF	−19,015	6,465	$502,847
PYLD		−13,600	11,900	$302,141
PFF	iShares Preferred and Income Securities ETF	−9,229	14,050	$414,475
NVDA	Nvidia Corp	−4,925	246,852	$56,376,059
CFG	Citizens Financial Group Inc/Ri	−4,350	8,168	$520,791
STWD	Starwood Property Trust, Inc.	−3,500	34,177	$461,389
GLW	Corning Inc /Ny	−3,100	1,410	$216,801
IMTM	iShares MSCI Intl Momentum Factor ETF	−3,000	10,704	$563,351
INDB	Independent Bank Corp	−1,750	12,939	$1,004,713
SOXX	iShares Semiconductor ETF	−1,610	6,296	$0
IGM	iShares Expanded Tech Sector ETF	−1,582	16,886	$2,854,409
AVGO	Broadcom Inc.	−1,500	1,585	$556,636
SMH	VanEck Semiconductor ETF	−1,405	6,477	$3,944,493
MSFT	Microsoft Corp	−1,232	12,106	$6,209,167
NBIS	Nebius Group N.V.	−894	3,199	$754,580
IBM	International Business Machines Corp	−600	4,250	$934,702
KMI	Kinder Morgan, Inc.	−600	28,000	$844,200
PRU	Prudential Financial Inc	−450	2,850	$323,703
ARM	Arm Holdings PLC /Uk	−435	1,367	$395,965
—		−400	59,484	$0
LRCX	Lam Research Corp	−300	1,180	$387,641
SHW	Sherwin Williams Co	−300	6,833	$2,208,903
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NEAR	iShares Short Duration Bond Active ETF	64,455	$3,213,726
WTV	WisdomTree U.S. Value Fund	5,868	$601,117
TWST	Twist Bioscience Corp	1,800	$347,832
TXG	10x Genomics, Inc.	3,700	$334,332
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	3,700	$289,747
AMD	Advanced Micro Devices Inc	469	$286,915
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ITB	iShares U.S. Home Construction ETF	26,497	$2,768,406
INTC	Intel Corp	4,850	$677,205
ENB	Enbridge Inc	7,500	$406,575
MTUM	iShares MSCI USA Momentum Factor ETF	879	$301,347
CRWV	CoreWeave, Inc.	2,550	$253,827
IRM	Iron Mountain Inc	1,900	$239,989
CARR	CARRIER GLOBAL Corp	3,057	$224,230
GD	General Dynamics Corp	600	$212,544
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $240,353,944 total · filing declares 104 positions · $258,865,163 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	246,852	-4,925	$56,376,059	+11.9%	23.46%
AAPL	Apple Inc. Technology	Added	77,425	+874	$25,784,073	+16.4%	10.73%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	Added	344,091	+28,600	$17,056,590	+8.6%	7.10%
CGDV	Capital Group Dividend Value ETF	Added	205,350	+13,590	$10,031,347	+6.2%	4.17%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	95,072	+13,282	$9,571,848	+16.3%	3.98%
GOOGL	Alphabet Inc. Communication Services	Added	22,023	+511	$7,577,673	−1.4%	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,924	-200	$6,458,964	+3.7%	2.69%
MSFT	Microsoft Corp Technology	Reduced	12,106	-1,232	$6,209,167	+24.8%	2.58%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	41,199	-270	$4,355,146	+1.0%	1.81%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	96,427	+18,985	$4,075,969	+28.1%	1.70%
SMH	VanEck Semiconductor ETF	Reduced	6,477	-1,405	$3,944,493	−23.7%	1.64%
META	Meta Platforms, Inc. Communication Services	Reduced	5,415	-100	$3,926,849	+26.4%	1.63%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	20,260	+835	$3,588,248	−3.7%	1.49%
SCHD	Schwab U.S. Dividend Equity ETF	Added	109,680	+98,860	$3,567,890	+939.9%	1.48%
NEAR	iShares Short Duration Bond Active ETF	NEW	64,455	NEW	$3,213,726	NEW	1.34%
AVEM	Avantis Emerging Markets Equity ETF	Added	33,093	+2,100	$3,111,403	+4.0%	1.29%
IGM	iShares Expanded Tech Sector ETF	Reduced	16,886	-1,582	$2,854,409	−5.5%	1.19%
JXN	Jackson Financial Inc. Financial Services	Reduced	21,600	-100	$2,793,312	+25.7%	1.16%
FIW	First Trust Water ETF	Added	26,804	+210	$2,781,719	−4.5%	1.16%
IVLU	iShares MSCI Intl Value Factor ETF	Held	58,125	0	$2,492,981	+2.6%	1.04%
GARP	iShares MSCI USA Quality GARP ETF	Added	27,840	+4,450	$2,373,638	+22.9%	0.99%
RKLB	Rocket Lab Corp Industrials	Added	33,075	+7,275	$2,304,666	−12.1%	0.96%
EFA	iShares MSCI EAFE ETF	Added	21,370	+400	$2,220,129	+1.9%	0.92%
SHW	Sherwin Williams Co Basic Materials	Reduced	6,833	-300	$2,208,903	−10.1%	0.92%
CGBL	Capital Group Core Balanced ETF	Added	55,655	+925	$2,045,321	−1.6%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,810	+300	$1,897,189	+8.0%	0.79%
GRAL	GRAIL, Inc. Healthcare	Added	13,525	+6,375	$1,895,123	+288.2%	0.79%
O	Realty Income Corp Real Estate	Held	31,250	0	$1,696,875	−12.4%	0.71%
SPCX	Space Exploration Technologies Corp Industrials	Added	10,902	+6,832	$1,644,675	+136.5%	0.68%
IJR	iShares Core S&P Small-Cap ETF	Reduced	11,773	-60	$1,601,598	−8.7%	0.67%
GOOG	Alphabet Inc. Communication Services	Held	4,584	0	$1,561,952	−3.6%	0.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,235	-125	$1,475,774	−8.0%	0.61%
RTX	RTX Corp Industrials	Reduced	7,590	-200	$1,409,083	−4.7%	0.59%
V	Visa Inc. Financial Services	Added	3,800	+200	$1,365,454	+10.6%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	1,636	-194	$1,326,452	−31.9%	0.55%
IWM	iShares Russell 2000 ETF	Added	4,688	+20	$1,302,748	−7.1%	0.54%
GLD	Spdr Gold Trust	Added	3,303	+2,478	$1,257,914	+313.9%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	11,192	+1,601	$1,163,072	+7.1%	0.48%
IEFA	iShares Core MSCI EAFE ETF	Added	11,655	+2,995	$1,129,136	+35.0%	0.47%
NGG	National Grid PLC Utilities	Reduced	13,683	-49	$1,037,445	−8.8%	0.43%
INDB	Independent Bank Corp Financial Services	Reduced	12,939	-1,750	$1,004,713	−18.3%	0.42%
JNJ	Johnson & Johnson Healthcare	Added	3,531	+1,400	$934,796	+72.7%	0.39%
IBM	International Business Machines Corp Technology	Reduced	4,250	-600	$934,702	−31.5%	0.39%
ASML	Asml Holding NV Technology	Reduced	500	-210	$905,835	−35.9%	0.38%
VIG	Vanguard Specialized Funds	Held	3,788	0	$883,778	−1.4%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,034	+4	$872,730	−4.5%	0.36%
MU	Micron Technology Inc Technology	Reduced	795	-35	$846,762	−11.6%	0.35%
KMI	Kinder Morgan, Inc. Energy	Reduced	28,000	-600	$844,200	−7.7%	0.35%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	10,730	+2,400	$828,892	+25.9%	0.34%
CGHM	Capital Group Municipal High-Income ETF	Added	32,400	+15,500	$779,868	+78.5%	0.32%

Showing the top 50 of 104 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.