SEC 13F Intelligence

Managers / Q2 2021 · view latest →

Corbenic Partners LLC

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

Reported Value
$382M
Q2 2021
Positions
263
Filings on Record
11
2019–present window
Filed
Jul 21, 2021
original filing

Summary

Corbenic Partners LLC reported $382M in U.S.-listed holdings across 263 positions for Q2 2021.

Its largest position, J P Morgan Exchange Traded F, represents 16.9% of the portfolio.

Compared with Q1 2021, the fund opened 37 new positions and exited 27.

Portfolio Metrics

Turnover
+7.8%
vs prior filed quarter
Top-10 Concentration
+67.7%
share of reported value
Largest Position
+16.9%
J P Morgan Exchange Traded F
New / Exited
37 / 27
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: 62.6%Common Stock: 37.1%ADR: 0.2%Other: 0.1%REIT: 0.0%Other: 0.0%
  • ETP · 62.6% · $239M
  • Common Stock · 37.1% · $141M
  • ADR · 0.2% · $674,000
  • Other · 0.1% · $481,000
  • REIT · 0.0% · $137,000
  • Other · 0.0% · $151,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ARK ETF TRNEW+810810+$125,000$125,000
UPSUNITED PARCEL SERVICE INCNEW+157157+$33,000$33,000
BOWX ACQUISITION CORPNEW+2.5K2.5K+$28,000$28,000
BLKCHFBLACKROCK INCNEW+2626+$23,000$23,000
NTRNUTRIEN LTDNEW+360360+$22,000$22,000
ITWILLINOIS TOOL WKS INCNEW+8484+$19,000$19,000
GISGENERAL MLS INCNEW+303303+$18,000$18,000
BMOBANK MONTREAL QUENEW+152152+$16,000$16,000

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

Holdings — Q2 2021

46 positions
#IssuerClass% PortfolioValueShares
1J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL · ULTRA SHRT INC19.32%$74M1.45M
2NDQINVESCO QQQ TRhistory →UNIT SER 115.87%$61M170.6K
3ISHARES TRCORE DIV GRWTH · NATIONAL MUN ETF13.69%$52M998.1K
4VANGUARD GROUPDIV APP ETF6.49%$25M160.0K
5MCDMCDONALDS CORPhistory →COM5.20%$20M85.9K
6AAPLAPPLE INChistory →COM2.21%$8M61.7K
7WISDOMTREE TRITL HDG QTLY DIV · EM EX ST-OWNED2.13%$8M186.6K
8PIMCO ETF TRACTIVE BD ETF2.05%$8M70.4K
9MSFTMICROSOFT CORPhistory →COM2.05%$8M28.8K
10CVSCVS HEALTH CORPhistory →COM1.77%$7M80.9K
11CSCOCSCO SYS INChistory →COM1.74%$7M125.1K
12JPMJPMORGAN CHASE & COhistory →COM1.67%$6M41.0K
13DYHTARGET CORPhistory →COM1.62%$6M25.5K
14PFEPFIZER INChistory →COM1.62%$6M157.5K
15BACVERIZON COMMUNICATIONS INChistory →COM1.61%$6M109.9K
16HDHOME DEPOT INChistory →COM1.61%$6M19.3K
17CHVCHEVRON CORP NEWhistory →COM1.58%$6M57.6K
18DISDISNEY WALT COhistory →COM DISNEY1.56%$6M33.9K
19IBMINTERNATIONAL BUSINESS MACHShistory →COM1.52%$6M39.6K
20PPLPPL CORPhistory →COM1.52%$6M204.4K
21MRKMERCK & CO INChistory →COM1.51%$6M73.3K
22QCOMQUALCOMM INChistory →COM1.50%$6M40.2K
23AWCAMERICAN WTR WKS CO INC NEWhistory →COM1.49%$6M37.0K
24GDGENERAL DYNAMICS CORPhistory →COM1.37%$5M27.7K
25SSGA ACTIVE ETF TRSPDR TR TACTIC1.29%$5M102.0K
26CRMSALESFORCE COM INChistory →COM1.05%$4M16.4K
27VANGUARD MUN BD FDSTAX EXEMPT DB0.57%$2M39.0K
28SCHWAB STRATEGIC TRUS BRD MKT ETF · US DIVIDEND EQ0.48%$2M20.5K
29NVDANVIDIA CORPCOM0.36%$1M1.7K
30APDAIR PRODS & CHEMS INCCOM0.33%$1M4.4K
31MKLMARKEL CORPCOM0.22%$854,000720
32METAFACEBOOK INCCL A0.17%$653,0001.9K
33CMCSACOMCAST CORP NEWCL A0.16%$593,00010.4K
34SPDR SER TRNUVEEN BLMBRG SR0.14%$527,00010.6K
35AMZNAMAZON COM INCCOM0.13%$482,000140
36BABOEING COCOM0.11%$416,0001.7K
37SPDR S&P 500 ETF TRTR UNIT0.10%$390,000909
38BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.09%$340,0001.5K
39PYPLPAYPAL HLDGS INCCOM0.09%$331,0001.1K
40GQ9SPDR GOLD TRUSTGOLD SHS0.08%$296,0001.8K
41LULULULULEMON ATHLETICA INCCOM0.07%$263,000720
42SONYSONY CORPSPONSORED ADR0.07%$262,0002.7K
43PGPROCTER & GAMBLE COCOM0.06%$214,0001.6K
44UBERUBER TECHNOLOGIES INCCOM0.05%$196,0003.9K
45SELECT SECTOR SPDR TRSBI HEALTHCARE0.05%$196,0001.6K
46EXMOCEXXON MOBIL CORPCOM0.05%$191,0003.0K

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 ↗.