SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Corbenic Partners LLC

CIK 0001568298 · 1525 VALLEY CENTER PARKWAY, SUITE 310, BETHLEHEM, PA, 18017 · 610-814-2474

Reported Value
$182M
Q2 2020
Positions
165
Filings on Record
11
2019–present window
Filed
Jul 17, 2020
original filing

Summary

Corbenic Partners LLC reported $182M in U.S.-listed holdings across 165 positions for Q2 2020.

Its largest position, NDQ, represents 18.5% of the portfolio.

Compared with Q1 2020, the fund opened 21 new positions and exited 46.

Portfolio Metrics

Turnover
+3.3%
vs prior filed quarter
Top-10 Concentration
+66.5%
share of reported value
Largest Position
+18.5%
Invesco Qqq Tr
New / Exited
21 / 46
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 ’19: $138MQ4 ’19Q1 ’20: $130MQ2 ’20: $182MQ2 ’20Q3 ’20: $208MQ4 ’20: $242MQ4 ’20Q1 ’21: $392MQ2 ’21: $382MQ2 ’21Q3 ’21: $412MQ4 ’21: $515MQ4 ’21Q1 ’22: $460MQ2 ’22: $380MQ2 ’22filingsflow.com

Portfolio Composition

By security type
ETP: 55.1%Common Stock: 44.6%ADR: 0.2%MLP: 0.1%REIT: 0.0%Other: 0.0%
  • ETP · 55.1% · $101M
  • Common Stock · 44.6% · $81M
  • ADR · 0.2% · $312,000
  • MLP · 0.1% · $99,000
  • REIT · 0.0% · $69,000
  • Other · 0.0% · $63,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SSGA ACTIVE ETF TRNEW+135.4K135.4K+$7M$7M
WISDOMTREE TRNEW+122.9K122.9K+$4M$4M
ISHARES TRNEW+76.2K76.2K+$4M$4M
ISHARES TRNEW+24.6K24.6K+$3M$3M
GDGENERAL DYNAMICS CORPNEW+15.4K15.4K+$2M$2M
WISDOMTREE TRNEW+65.9K65.9K+$2M$2M
VANGUARD MUN BD FDSNEW+18.8K18.8K+$1M$1M
GLOBAL X FDSNEW+3.1K3.1K+$61,000$61,000

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

Holdings — Q2 2020

47 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE DIV GRWTH · ULTR SH TRM BD · NATIONAL MUN ETF19.47%$35M866.9K
2NDQINVESCO QQQ TRhistory →UNIT SER 118.47%$34M135.8K
3MCDMCDONALDS CORPhistory →COM7.86%$14M77.7K
4VANGUARD GROUPDIV APP ETF6.73%$12M104.3K
5SSGA ACTIVE ETF TRSPDR TR TACTIC3.68%$7M135.4K
6AAPLAPPLE INChistory →COM3.56%$6M17.8K
7WISDOMTREE TRITL HDG QTLY DIV · EM EX ST-OWNED3.45%$6M188.8K
8CVSCVS HEALTH CORPhistory →COM2.89%$5M81.0K
9QCOMQUALCOMM INChistory →COM2.76%$5M55.1K
10BACVERIZON COMMUNICATIONS INChistory →COM2.43%$4M80.3K
11MRKMERCK & CO INChistory →COM2.33%$4M54.5K
12PPLPPL CORPhistory →COM2.32%$4M161.2K
13IBMINTERNATIONAL BUSINESS MACHShistory →COM2.24%$4M33.9K
14PFEPFIZER INChistory →COM2.21%$4M123.4K
15AWCAMERICAN WTR WKS CO INC NEWhistory →COM2.00%$4M28.3K
16DISDISNEY WALT COhistory →COM DISNEY1.84%$3M30.2K
17DYHTARGET CORPhistory →COM1.79%$3M27.2K
18JPMJPMORGAN CHASE & COhistory →COM1.75%$3M33.9K
19MSFTMICROSOFT CORPhistory →COM1.66%$3M14.9K
20HDHOME DEPOT INChistory →COM1.30%$2M9.5K
21GDGENERAL DYNAMICS CORPhistory →COM1.26%$2M15.4K
22CSCOCSCO SYS INChistory →COM1.21%$2M47.2K
23VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.18%$2M26.0K
24SPDR SER TRNUVEEN BLMBRG SR0.93%$2M34.1K
25VANGUARD MUN BD FDSTAX EXEMPT DB0.56%$1M18.8K
26NVDANVIDIA CORPCOM0.39%$719,0001.9K
27MKLMARKEL CORPCOM0.36%$665,000720
28METAFACEBOOK INCCL A0.24%$445,0002.0K
29CMCSACOMCAST CORP NEWCL A0.22%$403,00010.3K
30SCHWAB STRATEGIC TRUS BRD MKT ETF0.21%$387,0005.3K
31AMZNAMAZON COM INCCOM0.19%$353,000128
32APDAIR PRODS & CHEMS INCCOM0.17%$301,0001.2K
33SPDR S&P 500 ETF TRTR UNIT0.12%$221,000713
34ABXBARRICK GOLD CORPCOM0.11%$193,0007.2K
35PYPLPAYPAL HLDGS INCCOM0.10%$180,0001.0K
36SONYSONY CORPSPONSORED ADR0.09%$173,0002.5K
37EXMOCEXXON MOBIL CORPCOM0.09%$171,0003.8K
38PGPROCTER & GAMBLE COCOM0.09%$166,0001.4K
39TSLATESLA INCCOM0.09%$161,000149
40SELECT SECTOR SPDR TRSBI HEALTHCARE0.09%$156,0001.6K
41GQ9SPDR GOLD TRUSTGOLD SHS0.08%$146,000871
42VANECK VECTORS ETF TRVIETNAM ETF0.07%$134,00010.0K
43JNJJOHNSON & JOHNSONCOM0.07%$131,000933
44BABOEING COCOM0.06%$117,000641
45BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.06%$108,000500
46SPHSUBURBAN PROPANE PARTNERS LUNIT LTD PARTN0.05%$99,0006.9K
47GOOGLALPHABET INCCAP STK CL A0.05%$91,00064

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2022$380M230Jul 25, 202213F-HRchanges · EDGAR ↗
Q1 2022$460M247Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$515M291Jan 21, 202213F-HRchanges · EDGAR ↗
Q3 2021$412M289Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$382M263Jul 21, 202113F-HRchanges · EDGAR ↗
Q1 2021$392M253Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$242M196Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$208M171Oct 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$182M165Jul 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$130M189Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$138M181Jan 14, 202013F-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 ↗.