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Asset Manager ← All Institutions

HANSEATIC MANAGEMENT SERVICES INC

5600 WYOMING NE SUITE 220, ALBUQUERQUE, NM 87109 • 5058282824

Q2 2024 · Filed 2024-07-31
Market Value
$67M
+0.9%
Holdings
139
+9
New Purchases
28
Added To
29
Closed
27
Reduced
18
Top 10 Concentration
49.4%
Turnover
39.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLU 2.46% 0.00% +2.46% $2M
APH 1.29% 0.00% +1.29% $858K
IBKR 1.26% 0.00% +1.26% $837K
PRIM 1.21% 0.00% +1.21% $805K
CRWD 1.09% 0.00% +1.09% $727K
ITRI 1.07% 0.00% +1.07% $713K
GDDY 0.96% 0.00% +0.96% $638K
TER 0.94% 0.00% +0.94% $624K
NVDA 3.90% 2.96% +0.93% $3M
ANF 2.88% 2.01% +0.87% $2M
LDOS 0.83% 0.00% +0.83% $550K
TNDM 0.80% 0.00% +0.80% $533K
IMMR 0.75% 0.00% +0.75% $501K
KALU 0.73% 0.00% +0.73% $487K
SMTC 0.63% 0.00% +0.63% $417K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IJS 0.00% 2.59% -2.59% $0
SAIA 0.00% 1.62% -1.62% $0
CAH 0.00% 1.35% -1.35% $0
BCC 0.01% 1.32% -1.31% $6K
AMD 0.00% 1.19% -1.19% $0
EXP 0.00% 1.16% -1.16% $0
CDNS 0.00% 1.15% -1.15% $0
HUBB 0.00% 1.04% -1.04% $0
PVH 0.25% 1.22% -0.97% $166K
SRRK 0.00% 0.94% -0.94% $0
MANH 0.00% 0.92% -0.92% $0
HUBS 0.00% 0.83% -0.83% $0
NET 0.00% 0.78% -0.78% $0
IT 0.00% 0.78% -0.78% $0
SNPS 0.00% 0.72% -0.72% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 39.3%
Technology 30.7%
Industrials 8.4%
Healthcare 5.1%
Consumer Cyclical 4.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $11M 16.5%
Large Cap 62 $33M 49.2%
Mid Cap 46 $21M 31.4%
Small Cap 10 $1M 2.1%
Micro Cap 6 $511K 0.8%

Portfolio Analytics

Avg Market Cap
$229.3B
Median Market Cap
$13.1B
Avg P/E
37.0
Median P/E
28.1
Avg Dividend Yield
0.01%
Avg Beta
1.36
# Stocks
124
# ETFs / Funds
15

Top Holdings (139 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ICSH 16.29% 214,714 $11M $50.53 $151K +3,111 +1.5%
2 IGV 5.39% 41,269 $4M $86.90 $212K +1,700 +4.3%
3 SCHX 5.35% 55,463 $4M $64.25 -$264K -6,212 -10.1%
4 QQQM 5.23% 17,685 $3M $197.11 -$131K -2,111 -10.7%
5 NVDA 3.90% 21,013 $3M $123.54 $640K +18,848 +870.6%
6 ANF 2.88% 10,770 $2M $177.84 $592K +208 +2.0%
7 SMH 2.83% 7,219 $2M $260.70 -$5K -1,167 -13.9%
8 SCHA 2.60% 36,423 $2M $47.45 -$152K -1,757 -4.6%
9 VRT 2.52% 19,401 $2M $86.57 $52K -523 -2.6%
10 XLU 2.46% 24,042 $2M $68.14 +24,042 NEW
11 XLP 2.27% 19,770 $2M $76.58 -$100K -1,373 -6.5%
12 META 1.97% 2,602 $1M $504.22 $71K +47 +1.8%
13 LLY 1.80% 1,321 $1M $905.38 $185K +21 +1.6%
14 RDNT 1.77% 19,968 $1M $58.92 $222K +353 +1.8%
15 MSFT 1.75% 2,602 $1M $446.95 $75K +15 +0.6%
16 SKYW 1.49% 12,127 $995K $82.07 $179K +304 +2.6%
17 GE 1.47% 6,138 $976K $158.97 -$84K +99 +1.6%
18 EME 1.43% 2,614 $954K $365.08 $62K +65 +2.5%
19 ELF 1.43% 4,507 $950K $210.72 $81K +77 +1.7%
20 KKR 1.30% 8,198 $863K $105.24 $52K +137 +1.7%
21 GOOG 1.29% 4,682 $859K $183.42 $157K +73 +1.6%
22 APH 1.29% 12,731 $858K $67.37 +12,731 NEW
23 IBKR 1.26% 6,828 $837K $122.60 +6,828 NEW
24 BRBR 1.24% 14,484 $828K $57.14 -$12K +263 +1.9%
25 P 1.21% 12,579 $808K $64.21 $169K +296 +2.4%
26 PRIM 1.21% 16,133 $805K $49.89 +16,133 NEW
27 WDC 1.18% 10,344 $784K $75.77 $94K +236 +2.3%
28 VRNS 1.16% 16,051 $770K $47.97 $26K +275 +1.7%
29 NSIT 1.15% 3,854 $764K $198.36 $62K +69 +1.8%
30 AAPL 1.11% 3,522 $742K $210.62 $196K +337 +10.6%
31 CRWD 1.09% 1,898 $727K $383.19 +1,898 NEW
32 ITRI 1.07% 7,204 $713K $98.96 +7,204 NEW
33 BLD 1.07% 1,847 $712K $385.27 -$89K +31 +1.7%
34 PHM 1.06% 6,427 $708K $110.10 -$50K +145 +2.3%
35 NTNX 1.05% 12,275 $698K $56.85 -$113K -859 -6.5%
36 AMZN 1.04% 3,585 $693K $193.25 $62K +86 +2.5%
37 KLAC 0.97% 780 $643K $824.51 $112K +19 +2.5%
38 NFLX 0.96% 952 $642K $674.88 $78K +23 +2.5%
39 GDDY 0.96% 4,569 $638K $139.71 +4,569 NEW
40 TER 0.94% 4,209 $624K $148.29 +4,209 NEW
41 LDOS 0.83% 3,767 $550K $145.88 +3,767 NEW
42 TNDM 0.80% 13,231 $533K $40.29 +13,231 NEW
43 IMMR 0.75% 53,268 $501K $9.41 +53,268 NEW
44 KALU 0.73% 5,536 $487K $87.90 +5,536 NEW
45 SNV 0.72% 11,885 $478K $40.19 $14K +303 +2.6%
46 FITB 0.71% 13,004 $475K $36.49 $3K +343 +2.7%
47 DELL 0.65% 3,144 $434K $137.91 $74K -7 -0.2%
48 SMTC 0.63% 13,959 $417K $29.88 +13,959 NEW
49 WSM 0.50% 1,178 $333K $282.37 -$42K -1 -0.1%
50 TQQQ 0.46% 4,189 $309K $73.82 $292K +3,914 +1423.3%
51 APO 0.42% 2,375 $280K $118.07 $13K -4 -0.2%
52 GLW 0.34% 5,819 $226K $38.85 +5,819 NEW
53 HCC 0.32% 3,435 $216K $62.77 $7K -9 -0.3%
54 APG 0.32% 5,699 $214K $37.63 -$10K -14 -0.2%
55 FNF 0.29% 3,845 $190K $49.42 -$15K -8 -0.2%
56 MHO 0.27% 1,477 $180K $122.14 -$21K -2 -0.1%
57 CUBI 0.25% 3,509 $168K $47.98 -$18K -8 -0.2%
58 PVH 0.25% 1,565 $166K $105.87 -$641K -4,169 -72.7%
59 NEE 0.21% 2,018 $143K $70.81 $15K +14 +0.7%
60 CVNA 0.16% 828 $107K $128.72 $34K
61 SPOT 0.15% 313 $98K $313.79 $16K
62 NTRA 0.12% 721 $78K $108.29 $12K
63 UBER 0.11% 1,004 $73K $72.68 -$4K
64 NRG 0.11% 899 $70K $77.86 $9K
65 RCL 0.10% 398 $63K $159.43 $8K
66 SFM 0.09% 755 $63K $83.66 +755 NEW
67 XPO 0.09% 583 $62K $106.15 -$9K
68 QCOM 0.09% 308 $61K $199.18 $9K
69 AMAT 0.09% 259 $61K $235.99 $8K
70 DECK 0.09% 63 $61K $967.95 $2K
71 ENTG 0.09% 445 $60K $135.40 +445 NEW
72 LPX 0.08% 677 $56K $82.33 +677 NEW
73 SCCO 0.08% 492 $53K $107.74 +492 NEW
74 FCX 0.08% 1,083 $53K $48.60 +1,083 NEW
75 AVGO 0.07% 30 $48K $1,605.53 $8K
76 MRNA 0.07% 400 $48K $118.75 +400 NEW
77 SCHG 0.07% 438 $44K $100.84 $3K -1 -0.2%
78 INTC 0.02% 502 $16K $30.97 -$7K
79 DAKT 0.02% 994 $14K $13.95 $4K
80 FIX 0.02% 42 $13K $304.12 -$571
81 AROC 0.02% 502 $10K $20.22 $276
82 GKOS 0.02% 85 $10K $118.35 $2K
83 TMHC 0.01% 166 $9K $55.44 -$1K
84 PI 0.01% 58 $9K $156.78 $2K
85 GRBK 0.01% 153 $9K $57.24 -$457
86 TDAY 0.01% 1,839 $8K $4.61 +1,839 NEW
87 EVER 0.01% 406 $8K $20.86 $934
88 KBH 0.01% 119 $8K $70.18 -$84
89 DVY 0.01% 67 $8K $120.99 -$147
90 AIT 0.01% 41 $8K $194.00 -$146
91 AMKR 0.01% 187 $7K $40.02 $1K
92 CMPR 0.01% 81 $7K $87.60 -$73
93 TMDX 0.01% 45 $7K $150.62 +45 NEW
94 BCO 0.01% 66 $7K $102.39 $661
95 RDN 0.01% 214 $7K $31.10 -$508
96 AEO 0.01% 331 $7K $19.96 -$2K
97 CHEF 0.01% 167 $7K $39.11 $242
98 BCC 0.01% 54 $6K $119.22 -$862K -5,609 -99.0%
99 LE 0.01% 460 $6K $13.59 +460 NEW
100 TPC 0.01% 282 $6K $21.78 +282 NEW

New Positions

SymbolValue% Port
XLU $2M 2.46%
APH $858K 1.29%
IBKR $837K 1.26%
PRIM $805K 1.21%
CRWD $727K 1.09%
ITRI $713K 1.07%
GDDY $638K 0.96%
TER $624K 0.94%
LDOS $550K 0.83%
TNDM $533K 0.80%
IMMR $501K 0.75%
KALU $487K 0.73%
SMTC $417K 0.63%
GLW $226K 0.34%
SFM $63K 0.09%

Sold Out Positions

SymbolValue% Port
HUBS —%
TNET —%
HUBB —%
BLDR —%
CRM —%
CAH —%
EXP —%
CXW —%
IT —%
MTRN —%
NEU —%
EXPE —%
AMD —%
IDCC —%
CDNS —%
View SEC EDGAR Filings for HANSEATIC MANAGEMENT SERVICES INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms