SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Sullivan, Bruyette, Speros & Blaney, LLC

CIK 0001599904 · 8444 WESTPARK DRIVE, SUITE 610, MCLEAN, VA, 22102 · 703-734-9300

Reported Value
$1.7B
Q2 2019
Positions
236
Filings on Record
10
2019–present window
Filed
Aug 5, 2019
original filing

Summary

Sullivan, Bruyette, Speros & Blaney, Llc reported $1.7B in U.S.-listed holdings across 236 positions for Q2 2019.

The portfolio is heavily concentrated: SPY alone accounts for 23.8% of reported value.

Compared with Q1 2019, the fund opened 27 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.6BQ2 ’19: $1.7BQ2 ’19Q3 ’19: $1.7BQ4 ’19: $1.8BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.6BQ2 ’20Q3 ’20: $1.8BQ4 ’20: $2.1BQ4 ’20Q1 ’21: $2.3Bfilingsflow.com

Portfolio Composition

By security type
ETP: 89.4%Common Stock: 9.9%Other: 0.3%REIT: 0.2%Closed-End Fund: 0.1%Other: 0.1%
  • ETP · 89.4% · $1.5B
  • Common Stock · 9.9% · $164M
  • Other · 0.3% · $5M
  • REIT · 0.2% · $4M
  • Closed-End Fund · 0.1% · $1M
  • Other · 0.1% · $893,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2021$2.3B416May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.1B399Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.8B354Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.6B328Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.4B299May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.8B347Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.7B332Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.7B236Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.6B213May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B193Feb 7, 201913F-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 ↗.