SEC 13F Intelligence

Managers / Q4 2021 · view latest →

Corbenic Partners LLC

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

Reported Value
$515M
Q4 2021
Positions
291
Filings on Record
11
2019–present window
Filed
Jan 21, 2022
original filing

Summary

Corbenic Partners LLC reported $515M in U.S.-listed holdings across 291 positions for Q4 2021.

The portfolio is heavily concentrated: J P Morgan Exchange Traded F alone accounts for 23.4% of reported value.

Compared with Q3 2021, the fund opened 39 new positions and exited 37.

Portfolio Metrics

Turnover
+1.6%
vs prior filed quarter
Top-10 Concentration
+70.9%
share of reported value
Largest Position
+23.4%
J P Morgan Exchange Traded F
New / Exited
39 / 37
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: 65.7%Common Stock: 34.1%ADR: 0.1%Other: 0.1%REIT: 0.0%Other: 0.0%
  • ETP · 65.7% · $338M
  • Common Stock · 34.1% · $176M
  • ADR · 0.1% · $476,000
  • Other · 0.1% · $283,000
  • REIT · 0.0% · $173,000
  • Other · 0.0% · $148,000

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD ADMIRAL FDS INCNEW+550550+$166,000$166,000
ISHARES TRNEW+160160+$49,000$49,000
ISHARESNEW+169169+$28,000$28,000
IRON MTN INC NEWNEW+514514+$27,000$27,000
CALYCALLAWAY GOLF CONEW+917917+$25,000$25,000
ISHARES U S ETF TRNEW+450450+$22,000$22,000
DBX ETF TRNEW+448448+$18,000$18,000
SCHWAB STRATEGIC TRNEW+196196+$14,000$14,000

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

Holdings — Q4 2021

45 positions
#IssuerClass% PortfolioValueShares
1J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL · ULTRA SHRT INC25.30%$130M2.56M
2NDQINVESCO QQQ TRhistory →UNIT SER 114.52%$75M188.1K
3ISHARES TRCORE DIV GRWTH · NATIONAL MUN ETF12.74%$66M1.15M
4VANGUARD GROUPDIV APP ETF6.08%$31M182.4K
5MCDMCDONALDS CORPhistory →COM4.71%$24M90.5K
6WCLDWISDOMTREE TRITL HDG QTLY DIV · EM EX ST-OWNED · CLOUD COMPUTNG3.26%$17M407.1K
7AAPLAPPLE INChistory →COM2.38%$12M69.0K
8MSFTMICROSOFT CORPhistory →COM2.10%$11M32.1K
9CVSCVS HEALTH CORPhistory →COM1.86%$10M93.0K
10HDHOME DEPOT INChistory →COM1.83%$9M22.7K
11PFEPFIZER INChistory →COM1.82%$9M159.1K
12CSCOCISCO SYS INChistory →COM1.75%$9M142.6K
13JPMJPMORGAN CHASE & COhistory →COM1.60%$8M52.0K
14BACVERIZON COMMUNICATIONS INChistory →COM1.54%$8M152.6K
15PPLPPL CORPhistory →COM1.54%$8M260.0K
16AWCAMERICAN WTR WKS CO INC NEWhistory →COM1.53%$8M41.7K
17PIMCO ETF TRACTIVE BD ETF1.52%$8M71.4K
18DYHTARGET CORPhistory →COM1.44%$7M32.0K
19CHVCHEVRON CORP NEWhistory →COM1.38%$7M60.5K
20CRMSALESFORCE COM INChistory →COM1.33%$7M26.9K
21GDGENERAL DYNAMICS CORPhistory →COM1.29%$7M32.0K
22IBMINTERNATIONAL BUSINESS MACHShistory →COM1.29%$7M49.7K
23DISDISNEY WALT COhistory →COM DISNEY1.29%$7M42.8K
24MRKMERCK & CO INChistory →COM1.26%$7M84.2K
25SSGA ACTIVE ETF TRSPDR TR TACTIC0.96%$5M104.8K
26VANGUARD MUN BD FDSTAX EXEMPT DB0.41%$2M38.9K
27NVDANVIDIA CORPCOM0.39%$2M6.8K
28SCHWAB STRATEGIC TRUS BRD MKT ETF · US DIVIDEND EQ0.38%$2M20.5K
29APDAIR PRODS & CHEMS INCCOM0.27%$1M4.6K
30MKLMARKEL CORPCOM0.17%$888,000720
31METAFACEBOOK INCCL A0.12%$630,0001.9K
32CMCSACOMCAST CORP NEWCL A0.10%$527,00010.5K
33BABOEING COCOM0.09%$469,0002.3K
34SPDR S&P 500 ETF TRTR UNIT0.08%$435,000912
35QCOMQUALCOMM INCCOM0.07%$352,0001.9K
36SONYSONY CORPSPONSORED ADR0.07%$341,0002.7K
37GQ9SPDR GOLD TRUSTGOLD SHS0.06%$306,0001.8K
38AMZNAMAZON COM INCCOM0.06%$287,00086
39LULULULULEMON ATHLETICA INCCOM0.05%$282,000720
40PGPROCTER & GAMBLE COCOM0.04%$224,0001.4K
41SELECT SECTOR SPDR TRSBI HEALTHCARE0.04%$220,0001.6K
42GOOGLALPHABET INCCAP STK CL A0.04%$217,00075
43PYPLPAYPAL HLDGS INCCOM0.04%$214,0001.1K
44EXMOCEXXON MOBIL CORPCOM0.04%$185,0003.0K
45TSLATESLA INCCOM0.04%$182,000172

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 ↗.