StockDriftsStockDriftsTop 41 Hellman Jordan Management Co Inc /Ma/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | JPMORGAN EQUITY PREMIUM INCO | 9.16% | 98.9K | $5K | new | — | 2022-12-31 | |
| IJR | ISHARES CORE S&P SMALL-CAP E | 6.8% | 42.3K | $4K | new | — | 2022-12-31 | |
| IBB | ISHARES NASDAQ BIO TECH | 6.06% | 27.2K | $4K | +64.17%(+10.63K) | — | 2022-12-31 | |
| TLT | I SHARES 20 YEAR TREASURY BOND | 4.75% | 28.1K | $3K | +4.49%(+1.21K) | — | 2022-12-31 | |
| EWZ | I-SHARES MSCI BRAZIL (FREE) IN | 4.41% | 92.9K | $3K | new | — | 2022-12-31 | |
| UNH | UNITEDHEALTH GROUP | 4.29% | 4.8K | $3K | +24.63%(+942) | — | 2022-12-31 | |
| GLD | SPDR GOLD SHARES | 4.03% | 14.0K | $2K | -32.81%(-6.83K) | — | 2022-12-31 | |
| GOOGL | ALPHABET INC | 3.85% | 25.7K | $2K | +22.32%(+4.70K) | — | 2022-12-31 | |
| PANW | PALO ALTO NETWORKS INC | 3.73% | 15.7K | $2K | +17.61%(+2.35K) | — | 2022-12-31 | |
| GTLS | CHART INDUSTRIES INC | 3.49% | 17.8K | $2K | +6.69%(+1.12K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hellman Jordan Management Co Inc /Ma/ reports $58.90K in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (9.2%), IJR (6.8%) and IBB (6.1%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hellman Jordan Management Co Inc /Ma/’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 779519). View Hellman Jordan Management Co Inc /Ma/’s 13F filings on SEC