SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Corbenic Partners LLC

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

Reported Value
$460M
Q1 2022
Positions
247
Filings on Record
11
2019–present window
Filed
Apr 14, 2022
original filing

Summary

Corbenic Partners LLC reported $460M in U.S.-listed holdings across 247 positions for Q1 2022.

Its largest position, NDQ, represents 19.8% of the portfolio.

Compared with Q4 2021, the fund opened 14 new positions and exited 58.

Portfolio Metrics

Turnover
+10.5%
vs prior filed quarter
Top-10 Concentration
+66.0%
share of reported value
Largest Position
+19.8%
Invesco Qqq Tr
New / Exited
14 / 58
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: 59.6%Common Stock: 40.2%ADR: 0.1%Other: 0.1%REIT: 0.0%Other: 0.0%
  • ETP · 59.6% · $274M
  • Common Stock · 40.2% · $185M
  • ADR · 0.1% · $356,000
  • Other · 0.1% · $263,000
  • REIT · 0.0% · $214,000
  • Other · 0.0% · $111,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MID-AMER APT CMNTYS INCNEW+242242+$51,000$51,000
BUNGE LIMITEDNEW+303303+$34,000$34,000
XLFSELECT SECTOR SPDR TRNEW+280280+$11,000$11,000
ISHARES TRNEW+510510+$11,000$11,000
ARESARES MANAGEMENT CORPORATIONNEW+123123+$10,000$10,000
POWWAMMO INCNEW+1.5K1.5K+$7,000$7,000
LUMINAR TECHNOLOGIES INCNEW+400400+$6,000$6,000
EWEDWARDS LIFESCIENCES CORPNEW+4545+$5,000$5,000

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

Holdings — Q1 2022

44 positions
#IssuerClass% PortfolioValueShares
1NDQINVESCO QQQ TRhistory →UNIT SER 119.83%$91M251.3K
2ISHARES TRCORE DIV GRWTH · NATIONAL MUN ETF · CYBERSECURITY13.34%$61M1.12M
3J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL · ULTRA SHRT INC12.00%$55M1.09M
4VANGUARD GROUPDIV APP ETF5.78%$27M163.9K
5MCDMCDONALDS CORPhistory →COM4.91%$23M91.4K
6WISDOMTREE TRITL HDG QTLY DIV · EM EX ST-OWNED2.91%$13M354.3K
7AAPLAPPLE INChistory →COM2.68%$12M70.5K
8SCHWAB STRATEGIC TRUS DIVIDEND EQ · US BRD MKT ETF2.67%$12M161.9K
9JPMJPMORGAN CHASE & COhistory →COM2.45%$11M82.6K
10MSFTMICROSOFT CORPhistory →COM2.33%$11M34.8K
11PIMCO ETF TRACTIVE BD ETF1.98%$9M89.6K
12BACVERIZON COMMUNICATIONS INChistory →COM1.97%$9M177.5K
13CHVCHEVRON CORP NEWhistory →COM1.93%$9M54.6K
14CVSCVS HEALTH CORPhistory →COM1.93%$9M87.7K
15PPLPPL CORPhistory →COM1.91%$9M305.0K
16PFEPFIZER INChistory →COM1.85%$9M164.8K
17CSCOCISCO SYS INChistory →COM1.85%$9M152.9K
18CRMSALESFORCE COM INChistory →COM1.83%$8M39.8K
19IBMINTERNATIONAL BUSINESS MACHShistory →COM1.83%$8M64.9K
20DYHTARGET CORPhistory →COM1.80%$8M38.9K
21GDGENERAL DYNAMICS CORPhistory →COM1.79%$8M34.1K
22HDHOME DEPOT INChistory →COM1.66%$8M25.5K
23AWCAMERICAN WTR WKS CO INC NEWhistory →COM1.64%$8M45.5K
24DISDISNEY WALT COhistory →COM DISNEY1.58%$7M53.1K
25AMZNAMAZON COM INChistory →COM1.05%$5M1.5K
26GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.99%$5M1.6K
27SSGA ACTIVE ETF TRSPDR TR TACTIC0.46%$2M47.8K
28NVDANVIDIA CORPCOM0.43%$2M7.3K
29APDAIR PRODS & CHEMS INCCOM0.28%$1M5.1K
30VANGUARD MUN BD FDSTAX EXEMPT DB0.24%$1M21.2K
31MKLMARKEL CORPCOM0.23%$1M720
32BABOEING COCOM0.12%$542,0002.8K
33CMCSACOMCAST CORP NEWCL A0.11%$487,00010.4K
34METAFACEBOOK INCCL A0.09%$422,0001.9K
35SPDR S&P 500 ETF TRTR UNIT0.09%$398,000878
36LULULULULEMON ATHLETICA INCCOM0.07%$336,000920
37GQ9SPDR GOLD TRUSTGOLD SHS0.07%$323,0001.8K
38SONYSONY CORPSPONSORED ADR0.06%$257,0002.5K
39ABXBARRICK GOLD CORPCOM0.06%$255,00010.4K
40TSLATESLA INCCOM0.05%$249,000231
41QCOMQUALCOMM INCCOM0.05%$223,0001.5K
42SELECT SECTOR SPDR TRSBI HEALTHCARE0.05%$214,0001.6K
43PGPROCTER & GAMBLE COCOM0.05%$209,0001.4K
44JNJJOHNSON & JOHNSONCOM0.03%$153,000862

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 ↗.