Institutions / Spearhead Capital Advisors, LLC
Spearhead Capital Advisors, LLC
CIK 1718982 · Institution · as of Sep 30, 2022
Portfolio value
$92.31M
Positions
100
As of
Sep 30, 2022
Portfolio trend
Portfolio value
$92.31M-86.2%Positions
100-44.4%Holdings
Sep 30, 2022View all 100 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold TrIAU | $5.13M | 5.6% |
| Microsoft CorpMSFT | $4.35M | 4.7% |
| iShares IncIEMG | $4.32M | 4.7% |
| Apple IncAAPL | $2.72M | 2.9% |
| Kiniksa Pharmaceuticals Ltd | $2.60M | 2.8% |
| Amazon Com IncAMZN | $2.54M | 2.7% |
| Alphabet Inc.GOOG | $2.43M | 2.6% |
| Johnson & JohnsonJNJ | $2.12M | 2.3% |
| Unitedhealth Group IncUNH | $2.09M | 2.3% |
| iShares TrIWO | $1.99M | 2.2% |
| Automatic Data Processing IncADP | $1.94M | 2.1% |
| Visa Inc.V | $1.81M | 2.0% |
| Pepsico IncPEP | $1.66M | 1.8% |
| Adobe Systems IncADBE | $1.63M | 1.8% |
| Realty Income CorpO | $1.57M | 1.7% |
| Roper Technologies IncROP | $1.51M | 1.6% |
| Sherwin Williams CoSHW | $1.41M | 1.5% |
| Facebook IncFB | $1.39M | 1.5% |
| Salesforce Com IncCRM | $1.38M | 1.5% |
| Walt Disney CoDIS | $1.33M | 1.4% |
| Chevron CorpCVX | $1.25M | 1.4% |
| Becton Dickinson & CoBDX | $1.20M | 1.3% |
| iShares TrIJR | $1.18M | 1.3% |
| Alphabet Inc.GOOG | $1.17M | 1.3% |
| Home Depot IncHD | $1.08M | 1.2% |
Activity
Sep 30, 2022View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2022 as of | Trim Other (per filing) | IJR Ijr | $-25.16M | -289K -95.52% | 13,550 1.28% of portfolio | medium |
| Q3 2022 as of | Trim Other (per filing) | VBK Vbk | $-20.76M | -106K -95.58% | 4,918 1.04% of portfolio | medium |
| Q3 2022 as of | Trim Other (per filing) | VOT Vot | $-20.04M | -118K -95.57% | 5,442 1.01% of portfolio | medium |
| Q3 2022 as of | Trim Other (per filing) |