SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Corbenic Partners LLC

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

Reported Value
$208M
Q3 2020
Positions
171
Filings on Record
11
2019–present window
Filed
Oct 9, 2020
original filing

Summary

Corbenic Partners LLC reported $208M in U.S.-listed holdings across 171 positions for Q3 2020.

Its largest position, NDQ, represents 18.9% of the portfolio.

Compared with Q2 2020, the fund opened 23 new positions and exited 16.

Portfolio Metrics

Turnover
+0.6%
vs prior filed quarter
Top-10 Concentration
+64.0%
share of reported value
Largest Position
+18.9%
Invesco Qqq Tr
New / Exited
23 / 16
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: 53.2%Common Stock: 46.5%ADR: 0.2%MLP: 0.1%Other: 0.0%Other: 0.1%
  • ETP · 53.2% · $111M
  • Common Stock · 46.5% · $97M
  • ADR · 0.2% · $371,000
  • MLP · 0.1% · $112,000
  • Other · 0.0% · $84,000
  • Other · 0.1% · $114,000

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MESOBLAST LTDNEW+3.0K3.0K+$56,000$56,000
ARK ETF TRNEW+500500+$54,000$54,000
ARK ETF TRNEW+500500+$46,000$46,000
ARK ETF TRNEW+500500+$29,000$29,000
TDOCTELADOC HEALTH INCNEW+6666+$14,000$14,000
ARK ETF TRNEW+500500+$13,000$13,000
PRNTARK ETF TRNEW+500500+$12,000$12,000
LITELUMENTUM HLDS INCNEW+125125+$9,000$9,000

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

Holdings — Q3 2020

47 positions
#IssuerClass% PortfolioValueShares
1NDQINVESCO QQQ TRhistory →UNIT SER 118.86%$39M141.2K
2ISHARES TRCORE DIV GRWTH · ULTR SH TRM BD · NATIONAL MUN ETF18.02%$38M868.7K
3MCDMCDONALDS CORPhistory →COM8.15%$17M77.4K
4VANGUARD GROUPDIV APP ETF6.76%$14M109.0K
5SSGA ACTIVE ETF TRSPDR TR TACTIC3.24%$7M136.9K
6WISDOMTREE TRITL HDG QTLY DIV · EM EX ST-OWNED3.20%$7M187.2K
7AAPLAPPLE INChistory →COM3.04%$6M54.6K
8QCOMQUALCOMM INChistory →COM2.49%$5M44.1K
9BACVERIZON COMMUNICATIONS INChistory →COM2.33%$5M81.7K
10MSFTMICROSOFT CORPhistory →COM2.28%$5M22.6K
11CVSCVS HEALTH CORPhistory →COM2.27%$5M81.1K
12MRKMERCK & CO INChistory →COM2.20%$5M54.8K
13PFEPFIZER INChistory →COM2.17%$5M123.4K
14PPLPPL CORPhistory →COM2.16%$5M163.0K
15DYHTARGET CORPhistory →COM2.11%$4M28.0K
16IBMINTERNATIONAL BUSINESS MACHShistory →COM2.02%$4M34.5K
17AWCAMERICAN WTR WKS CO INC NEWhistory →COM2.00%$4M28.8K
18CSCOCSCO SYS INChistory →COM1.90%$4M100.3K
19GDGENERAL DYNAMICS CORPhistory →COM1.88%$4M28.3K
20DISDISNEY WALT COhistory →COM DISNEY1.82%$4M30.5K
21CHVCHEVRON CORP NEWhistory →COM1.71%$4M49.4K
22JPMJPMORGAN CHASE & COhistory →COM1.65%$3M35.7K
23HDHOME DEPOT INChistory →COM1.30%$3M9.7K
24VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD1.00%$2M25.2K
25SPDR SER TRNUVEEN BLMBRG SR0.95%$2M39.8K
26VANGUARD MUN BD FDSTAX EXEMPT DB0.49%$1M18.9K
27NVDANVIDIA CORPCOM0.49%$1M1.9K
28MKLMARKEL CORPCOM0.34%$701,000720
29METAFACEBOOK INCCL A0.26%$551,0002.1K
30CMCSACOMCAST CORP NEWCL A0.23%$476,00010.3K
31AMZNAMAZON COM INCCOM0.19%$400,000127
32APDAIR PRODS & CHEMS INCCOM0.18%$371,0001.2K
33SPDR S&P 500 ETF TRTR UNIT0.12%$240,000715
34SCHWAB STRATEGIC TRUS BRD MKT ETF0.11%$232,0002.9K
35BABOEING COCOM0.10%$205,0001.2K
36PYPLPAYPAL HLDGS INCCOM0.10%$204,0001.0K
37ABXBARRICK GOLD CORPCOM0.10%$201,0007.2K
38SONYSONY CORPSPONSORED ADR0.09%$192,0002.5K
39PGPROCTER & GAMBLE COCOM0.08%$176,0001.3K
40GQ9SPDR GOLD TRUSTGOLD SHS0.08%$174,000981
41SELECT SECTOR SPDR TRSBI HEALTHCARE0.08%$165,0001.6K
42VANECK VECTORS ETF TRVIETNAM ETF0.07%$149,00010.0K
43BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.07%$147,000500
44JNJJOHNSON & JOHNSONCOM0.07%$139,000933
45EXMOCEXXON MOBIL CORPCOM0.07%$138,0004.0K
46SPHSUBURBAN PROPANE PARTNERS LUNIT LTD PARTN0.05%$112,0006.9K
47TSLATESLA INCCOM0.05%$97,000225

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 ↗.