Institutional Manager · CIK 0000779519
HELLMAN JORDAN MANAGEMENT CO INC /MA/
QUINCY, MA · File #028-01309
Latest AUM
$58,896
Positions
41
Top-10 Concentration
50.6%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JPMORGAN EQUITY PREMIUM INCO | 46641Q332 | 98,945 | $5,392 | 9.16% |
| 2 | ISHARES CORE S&P SMALL-CAP E | 464287804 | 42,305 | $4,004 | 6.80% |
| 3 | ISHARES NASDAQ BIO TECH | 464287556 | 27,197 | $3,571 | 6.06% |
| 4 | I SHARES 20 YEAR TREASURY BOND | 464287432 | 28,084 | $2,796 | 4.75% |
| 5 | I-SHARES MSCI BRAZIL (FREE) IN | 464286400 | 92,931 | $2,599 | 4.41% |
| 6 | UNITEDHEALTH GROUP | UNH | 4,767 | $2,527 | 4.29% |
| 7 | SPDR GOLD SHARES | GLD | 13,989 | $2,373 | 4.03% |
| 8 | ALPHABET INC | GOOG | 25,727 | $2,270 | 3.85% |
| 9 | PALO ALTO NETWORKS INC | PANW | 15,726 | $2,194 | 3.73% |
| 10 | CHART INDUSTRIES INC | 16115Q308 | 17,820 | $2,053 | 3.49% |
| 11 | EOG RESOURCES | EOG | 14,924 | $1,933 | 3.28% |
| 12 | AECOM TECHNOLOGY CORP | ACM | 19,890 | $1,689 | 2.87% |
| 13 | BAKER HUGHES CO | BKR | 57,082 | $1,686 | 2.86% |
| 14 | DIAMONDBACK ENERGY INC | FANG | 11,868 | $1,623 | 2.76% |
| 15 | SPLUNK INC | 848637104 | 18,780 | $1,617 | 2.75% |
| 16 | VERTEX PHARMACEUTICALS INC. | VRTX | 5,349 | $1,545 | 2.62% |
| 17 | HUMANA INC | HUM | 2,679 | $1,372 | 2.33% |
| 18 | SPDR PORTFOLIO S&P 500 ETF | 78464A854 | 29,516 | $1,328 | 2.25% |
| 19 | ZIMVIE INC | 98888T107 | 124,734 | $1,165 | 1.98% |
| 20 | ADVANCED MICRO DEVICES | AMD | 17,765 | $1,151 | 1.95% |