Teamwork-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HOOD",
  "SMCI",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "ARCC",
  "CCI",
  null,
  null,
  "PSEC",
  null,
  "EOG",
  "HD",
  null,
  "QCOM",
  null,
  "ISRG",
  "AMAT",
  "EMR",
  "META",
  "IJH",
  "LAC.TO",
  "OXLC",
  "KMI",
  "MPC",
  "PWR",
  "MSFT",
  "EPR",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  "PGR",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PFE",
  "VZ",
  "MPW",
  "AMGN",
  null,
  "MSTR",
  "SPGI",
  null,
  "NOW",
  "O",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  "IBM",
  "TJX",
  "TDG",
  "UBER",
  "UPS",
  "VXF",
  "SACH",
  null,
  "VIG",
  null,
  null,
  null,
  "TSM",
  "OHI",
  null,
  null,
  "VYM",
  "VRTX",
  "ATO",
  "ARE",
  "AXON",
  "AMD",
  "FTHM",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "VLO",
  "VOO",
  "V",
  "VICI",
  "WMT",
  "WMB",
  "WPC",
  null,
  "GRMN",
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  null,
  "TTD",
  "PSX",
  "CRM",
  "LYV",
  null,
  "MTUM",
  "GEV",
  "MELI",
  "DGRO",
  "GWW",
  "BK",
  "BRK-B",
  "BA",
  "BTI",
  "CDNS",
  "CVX",
  "CMG",
  "CME",
  "COST",
  "CRWD",
  "DVN",
  "FANG",
  "RSP",
  "QQQ",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 155
Total Value: 652093764
Accession Number: 0001667731-25-000392
Form Type: 13F-HR
CIK: teamwork-financial-advisors
Manager Name: Teamwork-Financial-Advisors

Data Enrichment

82% identified

127 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $652.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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GE Vernova Inc.

GEV|36828A101

Shares:9.8K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$652.1M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:11.6K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$652.1M)

Alphabet Inc.

GOOG|02079K107

Shares:18.9K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$652.1M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:44.9K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$652.1M)

808524797

SCHD|808524797

Shares:103.2K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$652.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.2K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$652.1M)

Eaton Corp plc

ETN|G29183103

Shares:10.4K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$652.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:18.2K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$652.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:30.4K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$652.1M)

886364173

Shares:25.0K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$652.1M)

VISA INC.

V|92826C839

Shares:7.1K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$652.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:14.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$652.1M)

LITHIUM AMERICAS CORP.

LAC.TO|53681J103

Shares:857.8K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$652.1M)

69374H436

Shares:63.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$652.1M)

NOVO NORDISK A S

NVO|670100205

Shares:31.9K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$652.1M)

ADOBE INC.

ADBE|00724F101

Shares:5.6K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$652.1M)

336917109

Shares:47.7K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$652.1M)

69374H857

Shares:53.4K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$652.1M)

78464A854

SPLG|78464A854

Shares:29.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$652.1M)

Accenture plc

ACN|G1151C101

Shares:6.0K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$652.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$652.1M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
QUANTA SERVICES, INC.(PWRcusip74762E102)	11.6K	QoQ +23.94% (-2.2K) YoY NEW(+11.6K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$652.1M)	QoQ -0.31% (-$9.3K) YoY NEW(+$3.0M)
Alphabet Inc.(GOOGcusip02079K107)	18.9K	QoQ +10267.03% (+18.7K) YoY -26.80% (-6.9K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$652.1M)	QoQ +5518.99% (+$2.9M) YoY -24.89% (-$977.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	44.9K	QoQ NEW(+44.9K) YoY +276.68% (+33.0K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$652.1M)	QoQ NEW(+$2.9M) YoY +266.89% (+$2.1M)
(SCHDcusip808524797)	103.2K	QoQ +76.91% (+44.9K) YoY +28.48% (-22.9K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$652.1M)	QoQ +81.05% (+$1.3M) YoY -55.44% (-$3.6M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.2K	QoQ +58.67% (+1.9K) YoY NEW(+5.2K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$652.1M)	QoQ +51.36% (+$960.0K) YoY NEW(+$2.8M)
Eaton Corp plc(ETNcusipG29183103)	10.4K	QoQ +100.61% (+5.2K) YoY NEW(+10.4K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$652.1M)	QoQ +64.32% (+$1.1M) YoY NEW(+$2.8M)
QUALCOMM INC/DE(QCOMcusip747525103)	18.2K	QoQ NEW(+18.2K) YoY +382.96% (+14.4K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$652.1M)	QoQ NEW(+$2.8M) YoY +338.10% (+$2.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	30.4K	QoQ +810.22% (+27.0K) YoY NEW(+30.4K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$652.1M)	QoQ +915.77% (+$2.3M) YoY NEW(+$2.6M)
(cusip886364173)✕	25.0K	QoQ -5.57% (-1.5K) YoY NEW(+25.0K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$652.1M)	QoQ -11.57% (-$333.5K) YoY NEW(+$2.5M)
VISA INC.(Vcusip92826C839)	7.1K	QoQ -13.86% (-1.1K) YoY -84.60% (-39.1K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$652.1M)	QoQ -4.47% (-$116.8K) YoY -80.66% (-$10.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	14.8K	QoQ +706.74% (+13.0K) YoY +667.90% (+12.9K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$652.1M)	QoQ +578.39% (+$2.1M) YoY +836.55% (+$2.2M)
LITHIUM AMERICAS CORP.(LAC.TOcusip53681J103)	857.8K	QoQ +20.06% (+143.4K) YoY +8434.86% (+847.7K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$652.1M)	QoQ +9.55% (+$202.8K) YoY +3341.88% (+$2.3M)
(cusip69374H436)✕	63.5K	QoQ NEW(+63.5K) YoY NEW(+63.5K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$652.1M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
NOVO NORDISK A S(NVOcusip670100205)	31.9K	QoQ +616.15% (+27.4K) YoY NEW(+31.9K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$652.1M)	QoQ +478.11% (+$1.8M) YoY NEW(+$2.2M)
ADOBE INC.(ADBEcusip00724F101)	5.6K	QoQ NEW(+5.6K) YoY +498.06% (+4.6K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$652.1M)	QoQ NEW(+$2.1M) YoY +354.56% (+$1.7M)
(cusip336917109)✕	47.7K	QoQ -2.95% (-1.5K) YoY -38.07% (-29.4K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$652.1M)	QoQ +4.70% (-$93.1K) YoY -30.09% (-$892.7K)
(cusip69374H857)✕	53.4K	QoQ -89.08% (-435.6K) YoY -85.58% (-317.0K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$652.1M)	QoQ -90.69% (-$19.5M) YoY -89.00% (-$16.2M)
(SPLGcusip78464A854)	29.5K	QoQ -3.63% (-1.1K) YoY -83.26% (-146.8K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$652.1M)	QoQ -8.08% (-$170.6K) YoY -82.11% (-$8.9M)
Accenture plc(ACNcusipG1151C101)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$652.1M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)