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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97717W406

Shares:6.5K

Value:$711.9K

% of Portfolio:0.1% ($711.9K/$550.9M)

025072281

Shares:11.2K

Value:$700.5K

% of Portfolio:0.1% ($700.5K/$550.9M)

922908363

VOO|922908363

Shares:1.4K

Value:$694.2K

% of Portfolio:0.1% ($694.2K/$550.9M)

67092P870

Shares:30.1K

Value:$667.5K

% of Portfolio:0.1% ($667.5K/$550.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.0K

Value:$658.3K

% of Portfolio:0.1% ($658.3K/$550.9M)

464287408

IVE|464287408

Shares:3.4K

Value:$651.3K

% of Portfolio:0.1% ($651.3K/$550.9M)

808524839

Shares:26.8K

Value:$620.1K

% of Portfolio:0.1% ($620.1K/$550.9M)

46432F842

IEFA|46432F842

Shares:8.0K

Value:$602.6K

% of Portfolio:0.1% ($602.6K/$550.9M)

AMAZON COM INC

AMZN|023135106

Shares:3.2K

Value:$601.0K

% of Portfolio:0.1% ($601.0K/$550.9M)

808524755

FNDF|808524755

Shares:16.3K

Value:$588.6K

% of Portfolio:0.1% ($588.6K/$550.9M)

808524201

SCHX|808524201

Shares:26.3K

Value:$581.1K

% of Portfolio:0.1% ($581.1K/$550.9M)

Alphabet Inc.

GOOG|02079K107

Shares:3.7K

Value:$572.7K

% of Portfolio:0.1% ($572.7K/$550.9M)

92189Y105

Shares:20.1K

Value:$537.3K

% of Portfolio:0.1% ($537.3K/$550.9M)

464287622

IWB|464287622

Shares:1.6K

Value:$498.8K

% of Portfolio:0.1% ($498.8K/$550.9M)

464287556

Shares:3.7K

Value:$471.5K

% of Portfolio:0.1% ($471.5K/$550.9M)

Philip Morris International Inc.

PM|718172109

Shares:2.9K

Value:$464.9K

% of Portfolio:0.1% ($464.9K/$550.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$550.9M)

AMGEN INC

AMGN|031162100

Shares:1.4K

Value:$423.8K

% of Portfolio:0.1% ($423.8K/$550.9M)

78464A805

Shares:6.2K

Value:$422.5K

% of Portfolio:0.1% ($422.5K/$550.9M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:7.5K

Value:$415.5K

% of Portfolio:0.1% ($415.5K/$550.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W406)✕	6.5K	QoQ +0.23% (+15) YoY -7.77% (-547)	All Managers (Combined)	$711.9K	0.1% ($711.9K/$550.9M)	QoQ +3.31% (+$22.9K) YoY -0.51% (-$3.7K)
(cusip025072281)✕	11.2K	QoQ +4.57% (-491) YoY +180.37% (+7.2K)	All Managers (Combined)	$700.5K	0.1% ($700.5K/$550.9M)	QoQ -1.37% (-$9.8K) YoY +184.65% (+$454.4K)
(VOOcusip922908363)	1.4K	QoQ -16.19% (-261) YoY +210.57% (+916)	All Managers (Combined)	$694.2K	0.1% ($694.2K/$550.9M)	QoQ -20.08% (-$174.4K) YoY +231.96% (+$485.0K)
(cusip67092P870)✕	30.1K	QoQ +0.34% (+103) YoY +3.14% (+917)	All Managers (Combined)	$667.5K	0.1% ($667.5K/$550.9M)	QoQ +2.20% (+$14.4K) YoY +4.15% (+$26.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.0K	QoQ +0.48% (+19) YoY -6.76% (-288)	All Managers (Combined)	$658.3K	0.1% ($658.3K/$550.9M)	QoQ +15.21% (+$86.9K) YoY -2.26% (-$15.3K)
(IVEcusip464287408)	3.4K	QoQ +0.38% (+13) YoY +0.38% (+13)	All Managers (Combined)	$651.3K	0.1% ($651.3K/$550.9M)	QoQ +0.21% (+$1.4K) YoY +2.39% (+$15.2K)
(cusip808524839)✕	26.8K	QoQ +6.57% (+1.7K) YoY +184.21% (+17.4K)	All Managers (Combined)	$620.1K	0.1% ($620.1K/$550.9M)	QoQ +8.73% (+$49.8K) YoY +43.09% (+$186.8K)
(IEFAcusip46432F842)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$602.6K	0.1% ($602.6K/$550.9M)	QoQ NEW(+$602.6K) YoY NEW(+$602.6K)
AMAZON COM INC(AMZNcusip023135106)	3.2K	QoQ +19.43% (+514) YoY +9.57% (+276)	All Managers (Combined)	$601.0K	0.1% ($601.0K/$550.9M)	QoQ +3.57% (+$20.7K) YoY +15.57% (+$81.0K)
(FNDFcusip808524755)	16.3K	QoQ -0.77% (-128) YoY -2.26% (-377)	All Managers (Combined)	$588.6K	0.1% ($588.6K/$550.9M)	QoQ +7.97% (-$43.5K) YoY -0.80% (-$4.8K)
(SCHXcusip808524201)	26.3K	QoQ NEW(+26.3K) YoY NEW(+26.3K)	All Managers (Combined)	$581.1K	0.1% ($581.1K/$550.9M)	QoQ NEW(+$581.1K) YoY NEW(+$581.1K)
Alphabet Inc.(GOOGcusip02079K107)	3.7K	QoQ +5.67% (-197) YoY -12.06% (-503)	All Managers (Combined)	$572.7K	0.1% ($572.7K/$550.9M)	QoQ -13.31% (-$88.0K) YoY -9.78% (-$62.1K)
(cusip92189Y105)✕	20.1K	QoQ +5.34% (-1.0K) YoY +11.69% (+2.1K)	All Managers (Combined)	$537.3K	0.1% ($537.3K/$550.9M)	QoQ -0.22% (-$1.2K) YoY +9.80% (+$48.0K)
(IWBcusip464287622)	1.6K	QoQ -1.81% (-30) YoY -3.67% (-62)	All Managers (Combined)	$498.8K	0.1% ($498.8K/$550.9M)	QoQ -6.50% (-$34.7K) YoY +2.59% (-$12.6K)
(cusip464287556)✕	3.7K	QoQ -9.03% (-366) YoY -10.79% (-446)	All Managers (Combined)	$471.5K	0.1% ($471.5K/$550.9M)	QoQ -12.00% (-$64.3K) YoY -16.85% (-$95.6K)
Philip Morris International Inc.(PMcusip718172109)	2.9K	QoQ +3.97% (+112) YoY NEW(+2.9K)	All Managers (Combined)	$464.9K	0.1% ($464.9K/$550.9M)	QoQ +37.13% (+$125.9K) YoY NEW(+$464.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ +0.57% (-9) YoY +0.37% (+6)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$550.9M)	QoQ -8.82% (-$41.3K) YoY +18.61% (+$66.9K)
AMGEN INC(AMGNcusip031162100)	1.4K	QoQ +0.44% (+6) YoY +85.28% (+626)	All Managers (Combined)	$423.8K	0.1% ($423.8K/$550.9M)	QoQ +20.07% (+$70.9K) YoY +103.05% (+$215.1K)
(cusip78464A805)✕	6.2K	QoQ -3.73% (-241) YoY -7.25% (-486)	All Managers (Combined)	$422.5K	0.1% ($422.5K/$550.9M)	QoQ -8.34% (-$38.5K) YoY -1.67% (-$7.2K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	7.5K	QoQ +0.26% (+20) YoY +401.32% (+6.0K)	All Managers (Combined)	$415.5K	0.1% ($415.5K/$550.9M)	QoQ +4.12% (+$16.4K) YoY +5.54% (+$21.8K)