Leelyn-Smith
AI_NATIVE detailed information: This accession holds the following tickers:[ "MPWR", "TROW", null, "ACN", "ZS", null, "MMM", "ABBV", "ADBE", "JLL", "ALL", "GOOGL", null, "TEAM", "T", "AVGO", "DUK", "D", null, null, "GD", "GIS", "HON", "HD", "MCD", null, "ITW", "AMAT", "EMR", "ICE", null, "META", null, "LRCX", "MPC", "MA", "MDT", "MSFT", "ANET", "KLAC", null, "PANW", "PEP", null, null, "AAPL", "NVDA", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", null, "NOW", "SHW", "RTX", null, "IBM", "SBUX", "TMO", "TYL", "UPS", "VO", "PCTY", null, null, "TSM", "VYM", "K", "ADSK", "AMD", "WM", "FTNT", null, "SGOL", null, "AMZN", "MSI", "IVE", null, null, null, "HBAN", null, "VGT", "VEA", "MGK", "VXUS", "VOO", "VEEV", "V", "WMT", "WFC", "WDAY", "SCHD", "SO", "PPL", "CRM", "SYY", "ADP", "BRK-B", "BA", "BMY", "CDNS", "CVX", "CB", "CSCO", "CME", "KO", "COST", "CRWD", "DE", "ADI", "USMV", "NEE", "NKE", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "MO", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 129
- Total Value
- 562773331
- Accession Number
- 0001777817-25-000004
- Form Type
- 13F-HR
- CIK
- leelyn-smith
- Manager Name
- Leelyn-Smith
Data Enrichment
84% identified108 identified21 unidentified
Holdings
129 positions • $562.8M total value
Manager:
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Page 7 of 7
Shares:695
Value:$212.3K
% of Portfolio:0.0% ($212.3K/$562.8M)
12811T860
Shares:8.1K
Value:$204.2K
% of Portfolio:0.0% ($204.2K/$562.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.2K | QoQ 0.00% (-0)YoY NEW(+1.2K) | All Managers (Combined) | $219.5K | 0.0% ($219.5K/$562.8M) | YoY NEW(+$219.5K) | |
3.0K | QoQ 0.00% (+0)YoY NEW(+3.0K) | All Managers (Combined) | $219.0K | 0.0% ($219.0K/$562.8M) | YoY NEW(+$219.0K) | |
Prologis, Inc.(PLDcusip74340W103) | 1.9K | QoQ +0.78% (+15)YoY +1.84% (-35) | All Managers (Combined) | $215.5K | 0.0% ($215.5K/$562.8M) | |
695 | QoQ 0.00% (+0)YoY NEW(+695) | All Managers (Combined) | $212.3K | 0.0% ($212.3K/$562.8M) | YoY NEW(+$212.3K) | |
849 | QoQ 0.00% (-0)YoY NEW(+849) | All Managers (Combined) | $210.5K | 0.0% ($210.5K/$562.8M) | YoY NEW(+$210.5K) | |
Alphabet Inc.(GOOGcusip02079K107) | 1.3K | All Managers (Combined) | $205.7K | 0.0% ($205.7K/$562.8M) | ||
(cusip12811T860)✕ | 8.1K | QoQ 0.00% (-0)YoY NEW(+8.1K) | All Managers (Combined) | $204.2K | 0.0% ($204.2K/$562.8M) | YoY NEW(+$204.2K) |
1.8K | QoQ 0.00% (-0)YoY -7.27% (-145) | All Managers (Combined) | $202.5K | 0.0% ($202.5K/$562.8M) | ||
11.8K | QoQ 0.00% (-0)YoY -0.95% (-114) | All Managers (Combined) | $177.6K | 0.0% ($177.6K/$562.8M) |