Kelmanlazarov

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  null,
  null,
  "FNDF",
  "FNDA",
  "MMM",
  null,
  null,
  "GOOGL",
  "AXP",
  null,
  "AVDE",
  "LOW",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "HD",
  "QCOM",
  "GSIE",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  "MSFT",
  null,
  "DLN",
  "IJR",
  "IWD",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MKC",
  null,
  "AMGN",
  "FNDX",
  "IEFA",
  null,
  "SCHX",
  null,
  "SPYG",
  null,
  "SPLG",
  "BIV",
  "VO",
  "VIG",
  "TSCO",
  "EL",
  "GSLC",
  null,
  "AMZN",
  "IVE",
  "ESGD",
  null,
  null,
  null,
  "VUG",
  null,
  "VTEB",
  "BSV",
  "VOO",
  "VTV",
  "WMT",
  null,
  "YUM",
  "IUSG",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "DIA",
  "MTUM",
  null,
  "FDX",
  "AZO",
  "BRK-A",
  "BRK-B",
  "BA",
  "USMV",
  "IWB",
  null,
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 116
Total Value: 550880127
Accession Number: 0001398344-25-008790
Form Type: 13F-HR
CIK: kelmanlazarov
Manager Name: Kelmanlazarov

Data Enrichment

65% identified

75 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $550.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430206

Shares:43.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$550.9M)

922908744

VTV|922908744

Shares:7.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$550.9M)

92206C409

Shares:16.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$550.9M)

MICROSOFT CORP

MSFT|594918104

Shares:3.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.9M)

YUM BRANDS INC

YUM|988498101

Shares:7.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.9M)

464287846

Shares:8.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.9M)

381430529

Shares:11.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$550.9M)

NETFLIX INC

NFLX|64110L106

Shares:1.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.9M)

808524508

Shares:41.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$550.9M)

69344A800

Shares:24.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.9M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:2.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.9M)

577125834

Shares:41.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$550.9M)

Walmart Inc.

WMT|931142103

Shares:11.3K

Value:$989.1K

% of Portfolio:0.2% ($989.1K/$550.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.8K

Value:$957.9K

% of Portfolio:0.2% ($957.9K/$550.9M)

464287614

IWF|464287614

Shares:2.5K

Value:$914.3K

% of Portfolio:0.2% ($914.3K/$550.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.2K

Value:$890.5K

% of Portfolio:0.2% ($890.5K/$550.9M)

922908629

VO|922908629

Shares:3.3K

Value:$851.5K

% of Portfolio:0.2% ($851.5K/$550.9M)

464287598

IWD|464287598

Shares:4.0K

Value:$761.5K

% of Portfolio:0.1% ($761.5K/$550.9M)

FEDEX CORP

FDX|31428X106

Shares:3.0K

Value:$741.3K

% of Portfolio:0.1% ($741.3K/$550.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:3.0K

Value:$719.1K

% of Portfolio:0.1% ($719.1K/$550.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip381430206)✕	43.5K	QoQ -12.30% (-6.1K) YoY -19.81% (-10.8K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$550.9M)	QoQ -8.84% (-$140.0K) YoY -15.11% (-$257.0K)
(VTVcusip922908744)	7.9K	QoQ -9.18% (-801) YoY -12.45% (-1.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$550.9M)	QoQ -7.34% (-$108.4K) YoY -7.15% (-$105.4K)
(cusip92206C409)✕	16.4K	QoQ -2.22% (-373) YoY -11.06% (-2.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$550.9M)	QoQ -1.05% (-$13.9K) YoY -9.18% (-$131.0K)
MICROSOFT CORP(MSFTcusip594918104)	3.3K	QoQ +9.43% (-285) YoY +0.60% (-20)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.9M)	QoQ -2.53% (-$32.3K) YoY -10.22% (-$141.4K)
YUM BRANDS INC(YUMcusip988498101)	7.8K	QoQ -3.43% (-277) YoY -22.15% (-2.2K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.9M)	QoQ +13.26% (-$143.5K) YoY -11.64% (-$161.4K)
(cusip464287846)✕	8.9K	QoQ +0.23% (-21) YoY +0.23% (+21)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.9M)	QoQ -4.66% (-$59.1K) YoY +6.50% (+$73.7K)
(cusip381430529)✕	11.9K	QoQ -6.46% (-820) YoY -24.30% (-3.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$550.9M)	QoQ -6.21% (-$78.8K) YoY -24.83% (-$392.8K)
NETFLIX INC(NFLXcusip64110L106)	1.2K	QoQ -2.63% (-32) YoY -5.66% (-71)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.9M)	QoQ +1.86% (-$20.2K) YoY +44.85% (-$341.6K)
(cusip808524508)✕	41.1K	QoQ +0.31% (-129) YoY +195.40% (-27.2K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$550.9M)	QoQ -5.15% (-$58.5K) YoY -4.95% (-$56.1K)
(cusip69344A800)✕	24.9K	QoQ +30.61% (+5.8K) YoY +334.88% (+19.2K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.9M)	QoQ +33.10% (+$258.3K) YoY +336.31% (+$800.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	2.4K	QoQ +0.20% (-5) YoY +0.16% (+4)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.9M)	QoQ -1.12% (-$11.6K) YoY +5.72% (+$55.2K)
(cusip577125834)✕	41.6K	QoQ -89.90% (-370.8K) YoY -88.60% (-323.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$550.9M)	QoQ -88.85% (-$8.1M) YoY -85.23% (-$5.8M)
Walmart Inc.(WMTcusip931142103)	11.3K	QoQ +0.17% (-20) YoY -4.89% (-580)	All Managers (Combined)	$989.1K	0.2% ($989.1K/$550.9M)	QoQ -2.66% (-$27.0K) YoY +38.76% (-$276.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.8K	QoQ -1.93% (-36) YoY +139.39% (+1.1K)	All Managers (Combined)	$957.9K	0.2% ($957.9K/$550.9M)	QoQ +1.52% (-$14.4K) YoY +153.43% (+$579.9K)
(IWFcusip464287614)	2.5K	QoQ +309.04% (+1.9K) YoY +222.54% (+1.7K)	All Managers (Combined)	$914.3K	0.2% ($914.3K/$550.9M)	QoQ +267.81% (+$665.7K) YoY +245.56% (+$649.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.2K	QoQ -4.28% (-234) YoY +10.37% (+491)	All Managers (Combined)	$890.5K	0.2% ($890.5K/$550.9M)	QoQ -2.69% (-$24.7K) YoY +15.93% (+$122.4K)
(VOcusip922908629)	3.3K	QoQ +27.19% (+704) YoY +45.19% (+1.0K)	All Managers (Combined)	$851.5K	0.2% ($851.5K/$550.9M)	QoQ +24.52% (+$167.7K) YoY +50.26% (+$284.8K)
(IWDcusip464287598)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$761.5K	0.1% ($761.5K/$550.9M)	QoQ NEW(+$761.5K) YoY NEW(+$761.5K)
FEDEX CORP(FDXcusip31428X106)	3.0K	QoQ -24.37% (-980) YoY -48.31% (-2.8K)	All Managers (Combined)	$741.3K	0.1% ($741.3K/$550.9M)	QoQ -34.46% (-$389.9K) YoY -56.51% (-$963.5K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	3.0K	QoQ -11.33% (-388) YoY -26.34% (-1.1K)	All Managers (Combined)	$719.1K	0.1% ($719.1K/$550.9M)	QoQ -10.51% (-$84.5K) YoY -31.55% (-$331.5K)