SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Sullivan, Bruyette, Speros & Blaney, LLC

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

Reported Value
$2.1B
Q4 2020
Positions
399
Filings on Record
10
2019–present window
Filed
Feb 12, 2021
original filing

Summary

Sullivan, Bruyette, Speros & Blaney, Llc reported $2.1B in U.S.-listed holdings across 399 positions for Q4 2020.

The portfolio is heavily concentrated: Spdr S P 500 Etf Tr alone accounts for 22.5% of reported value.

Compared with Q3 2020, the fund opened 52 new positions and exited 8.

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: 87.0%Common Stock: 12.4%Other: 0.3%REIT: 0.1%ADR: 0.1%Other: 0.1%
  • ETP · 87.0% · $1.9B
  • Common Stock · 12.4% · $265M
  • Other · 0.3% · $6M
  • REIT · 0.1% · $3M
  • ADR · 0.1% · $2M
  • Other · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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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 ↗.