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

Page 6 of 6

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$263.8K

% of Portfolio:0.0% ($263.8K/$550.9M)

46432F396

MTUM|46432F396

Shares:1.3K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$550.9M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$550.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.2K

Value:$260.0K

% of Portfolio:0.0% ($260.0K/$550.9M)

025072299

Shares:4.2K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$550.9M)

MCCORMICK & CO INC

MKC|579780206

Shares:3.0K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$550.9M)

46429B671

MCHI|46429B671

Shares:4.5K

Value:$244.0K

% of Portfolio:0.0% ($244.0K/$550.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.0K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$550.9M)

025072315

Shares:4.7K

Value:$242.9K

% of Portfolio:0.0% ($242.9K/$550.9M)

464287119

Shares:3.0K

Value:$240.0K

% of Portfolio:0.0% ($240.0K/$550.9M)

PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$237.3K

% of Portfolio:0.0% ($237.3K/$550.9M)

AUTOZONE INC

AZO|053332102

Shares:61

Value:$232.6K

% of Portfolio:0.0% ($232.6K/$550.9M)

46137V308

Shares:2.0K

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$550.9M)

46137V233

Shares:4.8K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$550.9M)

46429B697

USMV|46429B697

Shares:2.3K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$550.9M)

464287671

IUSG|464287671

Shares:1.6K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$550.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ +5.59% (+57) YoY -4.61% (-52)	All Managers (Combined)	$263.8K	0.0% ($263.8K/$550.9M)	QoQ +8.09% (+$19.8K) YoY +16.81% (-$38.0K)
(MTUMcusip46432F396)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$550.9M)	QoQ NEW(+$263.2K) YoY NEW(+$263.2K)
BOEING CO(BAcusip097023105)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$550.9M)	QoQ NEW(+$261.6K) YoY NEW(+$261.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ -47.47% (-2.0K) YoY -58.80% (-3.1K)	All Managers (Combined)	$260.0K	0.0% ($260.0K/$550.9M)	QoQ -41.93% (-$187.7K) YoY -57.85% (-$356.8K)
(cusip025072299)✕	4.2K	QoQ -14.23% (-703) YoY -13.94% (-686)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$550.9M)	QoQ -7.61% (-$20.9K) YoY -9.32% (-$26.1K)
MCCORMICK & CO INC(MKCcusip579780206)	3.0K	QoQ +2.29% (+68) YoY -44.68% (-2.4K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$550.9M)	QoQ +10.44% (+$23.5K) YoY -40.72% (-$171.1K)
(MCHIcusip46429B671)	4.5K	QoQ -85.50% (-26.5K) YoY -83.48% (-22.7K)	All Managers (Combined)	$244.0K	0.0% ($244.0K/$550.9M)	QoQ -83.17% (-$1.2M) YoY -77.38% (-$835.1K)
LOWES COMPANIES INC(LOWcusip548661107)	1.0K	QoQ +0.28% (-3) YoY -5.78% (-64)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$550.9M)	QoQ -5.21% (-$13.4K) YoY -13.73% (-$38.7K)
(cusip025072315)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$242.9K	0.0% ($242.9K/$550.9M)	QoQ NEW(+$242.9K) YoY NEW(+$242.9K)
(cusip464287119)✕	3.0K	QoQ +0.03% (-1) YoY -3.20% (-98)	All Managers (Combined)	$240.0K	0.0% ($240.0K/$550.9M)	QoQ -9.58% (-$25.4K) YoY +3.85% (-$8.9K)
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ -3.65% (-60) YoY +4.00% (-61)	All Managers (Combined)	$237.3K	0.0% ($237.3K/$550.9M)	QoQ -5.01% (-$12.5K) YoY -10.90% (-$29.0K)
AUTOZONE INC(AZOcusip053332102)	61	QoQ NEW(+61) YoY -4.68% (-3)	All Managers (Combined)	$232.6K	0.0% ($232.6K/$550.9M)	QoQ NEW(+$232.6K) YoY +15.30% (-$30.9K)
(cusip46137V308)✕	2.0K	QoQ +0.20% (-4) YoY +0.20% (+4)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$550.9M)	QoQ -1.94% (-$4.4K) YoY +4.31% (+$9.2K)
(cusip46137V233)✕	4.8K	QoQ +0.04% (-2) YoY -12.40% (-682)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$550.9M)	QoQ -7.85% (-$18.9K) YoY -4.31% (-$10.0K)
(USMVcusip46429B697)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$550.9M)	QoQ NEW(+$215.5K) YoY NEW(+$215.5K)
(IUSGcusip464287671)	1.6K	QoQ +0.12% (-2) YoY NEW(+1.6K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$550.9M)	QoQ -8.68% (-$19.2K) YoY NEW(+$202.1K)