SEC 13F Intelligence

Managers / Q2 2019 · view latest →

HANSEATIC MANAGEMENT SERVICES INC

CIK 0001128074 · 5600 WYOMING NE SUITE 220, ALBUQUERQUE, NM, 87109 · 5058282824

Reported Value
$98M
Q2 2019
Positions
207
Filings on Record
28
2019–present window
Filed
Jul 19, 2019
original filing

Summary

Hanseatic Management Services Inc reported $98M in U.S.-listed holdings across 207 positions for Q2 2019.

Its largest position, MSFT, represents 6.7% of the portfolio.

Compared with Q1 2019, the fund opened 57 new positions and exited 112.

Portfolio Metrics

Turnover
+31.2%
vs prior filed quarter
Top-10 Concentration
+27.6%
share of reported value
Largest Position
+6.7%
Microsoft Corporation
New / Exited
57 / 112
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $74MQ4 ’18Q1 ’19: $96MQ2 ’19: $98MQ3 ’19: $98MQ3 ’19Q4 ’19: $110MQ1 ’20: $94MQ2 ’20: $119MQ2 ’20Q3 ’20: $44MQ4 ’20: $47MQ1 ’21: $50MQ1 ’21Q2 ’21: $53MQ3 ’21: $58MQ4 ’21: $61MQ4 ’21Q1 ’22: $58MQ2 ’22: $44MQ3 ’22: $37MQ3 ’22Q1 ’23: $44,464Q2 ’23: $54,232Q4 ’23: $57MQ4 ’23Q1 ’24: $66MQ2 ’24: $67MQ3 ’24: $71MQ3 ’24Q4 ’24: $79MQ1 ’26: $104Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.3%REIT: 2.9%ETP: 1.8%Other: 0.5%ADR: 0.5%
  • Common Stock · 94.3% · $92M
  • REIT · 2.9% · $3M
  • ETP · 1.8% · $2M
  • Other · 0.5% · $513,000
  • ADR · 0.5% · $453,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLApple Inc.NEW+16.2K16.2K+$3M$3M
METAFacebook, Inc. cl ANEW+13.6K13.6K+$3M$3M
PGRProgressive Corp.NEW+12.2K12.2K+$976,000$976,000
TSNTyson Foods IncNEW+10.5K10.5K+$851,000$851,000
AWIArmstrong World IndustriesNEW+7.8K7.8K+$755,000$755,000
DHRDanaher CorporationNEW+5.2K5.2K+$741,000$741,000
FASTFastenal CompanyNEW+22.5K22.5K+$733,000$733,000
ROPRoper Technologies, Inc.NEW+1.9K1.9K+$700,000$700,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

50 positions
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corporationhistory →COM6.68%$7M48.8K
2AMZNAmazon.com Inc.history →COM4.06%$4M2.1K
3AAPLApple Inc.history →COM3.27%$3M16.2K
4METAFacebook, Inc. cl Ahistory →COM2.68%$3M13.6K
5BALLBall Corporationhistory →COM2.11%$2M29.5K
6NOWServiceNow, Inc.history →COM2.01%$2M7.2K
7HEIHEICO Corporationhistory →COM1.76%$2M12.9K
8SBUXStarbucks Corporationhistory →COM1.71%$2M20.1K
9VEEVVeeva Systems Inc.history →COM1.69%$2M10.2K
10VMWEURVMware, Inc. Cl Ahistory →COM1.67%$2M9.8K
11MTCHEURMatch Group, Inc.history →COM1.44%$1M21.0K
12COSTCostco Wholesale Corphistory →COM1.37%$1M5.1K
13EWEdwards Lifesciences Corp.history →COM1.23%$1M6.5K
14CMGChipotle Mexican Grillhistory →COM1.21%$1M1.6K
15CASYCasey's General Stores, Inc.history →COM1.16%$1M7.3K
16DC4DexCom, Inc.history →COM1.16%$1M7.6K
17CDNSCadence Design Systems, Inc.history →COM1.15%$1M15.9K
18VRSKVerisk Analytics, Inc.history →COM1.12%$1M7.5K
19ILMNIllumina Inchistory →COM1.12%$1M3.0K
20AMDAdvanced Micro Deviceshistory →COM1.11%$1M35.9K
21CSGPCoStar Group, Inc.history →COM1.11%$1M2.0K
22WDAYWorkday, Inc.history →COM1.11%$1M5.3K
23T7DTransdigm Group, Inc.history →COM1.08%$1M2.2K
24ADBEAdobe Inc.history →COM1.07%$1M3.6K
25MSIMotorola Solutions, Inc.history →COM1.03%$1M6.0K
26LPLALPL Financial Holdings Inc.history →COM1.02%$998,00012.2K
27BAHBooz Allen Hamilton cl Ahistory →COM1.01%$992,00015.0K
28PGRProgressive Corp.COM1.00%$976,00012.2K
29CACCCredit Acceptance CorpCOM0.98%$965,0002.0K
30VVISA Inc.COM0.98%$962,0005.5K
31LLYEli Lilly & Co.COM0.94%$926,0008.4K
32TDYTeledyne Technologies Inc.COM0.93%$908,0003.3K
33INTUIntuit Inc.COM0.92%$906,0003.5K
34BSXBoston Scientific CorpCOM0.91%$890,00020.7K
35WMWaste Management Inc.COM0.90%$883,0007.7K
36AWCAmerican Water WorksCOM0.89%$877,0007.6K
37ABTAbbott LaboratoriesCOM0.89%$876,00010.4K
38KEYSKeysight Technologies IncCOM0.89%$870,0009.7K
39ORLYO'Reilly Automotive, Inc.COM0.88%$862,0002.3K
40TSNTyson Foods IncCOM0.87%$851,00010.5K
41XLNXEURXilinx Inc.COM0.82%$803,0006.8K
42OLEDUniversal Display CorpCOM0.81%$795,0004.2K
43BRKRBruker CorporationCOM0.81%$791,00015.8K
44CINFCincinnati Financial CorpCOM0.80%$784,0007.6K
45IDXXIdexx Laboratories, Inc.COM0.80%$780,0002.8K
46AZOAutoZone Inc.COM0.78%$760,000691
47AWIArmstrong World IndustriesCOM0.77%$755,0007.8K
48VRSNVeriSign IncCOM0.77%$754,0003.6K
49DHRDanaher CorporationCOM0.76%$741,0005.2K
50FASTFastenal CompanyCOM0.75%$733,00022.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$104M80May 6, 202613F-HRchanges · EDGAR ↗
Q4 2024$79M117Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$71M113Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$67M114Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$66M113May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$57M109Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023Under review119Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$54,232112Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$44,464106May 15, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022Under review106Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$37M100Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$44M103Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$58M137Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$61M141Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$58M147Oct 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$53M147Jul 30, 202113F-HRchanges · EDGAR ↗
Q1 2021$50M148May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$47M150Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$44M177Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$119M179Aug 10, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$94M198Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$110M232Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$98M201Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$98M207Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$96M262May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$74M248Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.