Applied Research Investments
Latest statistics and disclosures from Applied Research Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHKP, SONY, CYBR, WCN, MSFT, and represent 66.40% of Applied Research Investments's stock portfolio.
- Added to shares of these 3 stocks: CYBR, WCN, GOOGL.
- Started 2 new stock positions in WCN, CYBR.
- Reduced shares in these 10 stocks: , SPGI, DG, , AON, MSFT, EL, AAPL, , AMZN.
- Sold out of its positions in CNI, COST, DG, FTV, PAC, INTU, IQV, EL, MSCI, MA. MCO, SPGI, NOW, SHOP, TSM, TSLA, AON, ACN, TT.
- Applied Research Investments was a net seller of stock by $-16M.
- Applied Research Investments has $5.0M in assets under management (AUM), dropping by -78.09%.
- Central Index Key (CIK): 0001821051
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Portfolio Holdings for Applied Research Investments
Applied Research Investments holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Check Point Software Tech Lt Ord (CHKP) | 21.1 | $1.0M | -20% | 9.3k | 112.05 |
|
| Sony Group Corporation Sponsored Adr (SONY) | 17.1 | $848k | -28% | 13k | 64.08 |
|
| Cyberark Software SHS (CYBR) | 15.6 | $771k | NEW | 5.1k | 149.85 |
|
| Waste Connections (WCN) | 6.9 | $340k | NEW | 2.5k | 135.08 |
|
| Microsoft Corporation (MSFT) | 5.7 | $284k | -72% | 1.2k | 232.79 |
|
| UnitedHealth (UNH) | 5.7 | $280k | -68% | 554.00 | 505.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $275k | +396% | 2.9k | 95.72 |
|
| Johnson & Johnson (JNJ) | 5.0 | $250k | -69% | 1.5k | 163.29 |
|
| Apple (AAPL) | 4.5 | $223k | -75% | 1.6k | 138.42 |
|
| Amazon (AMZN) | 4.3 | $213k | -75% | 1.9k | 112.88 |
|
| Thermo Fisher Scientific (TMO) | 4.3 | $212k | -75% | 418.00 | 507.18 |
|
| Motorola Solutions Com New (MSI) | 4.3 | $212k | -75% | 947.00 | 223.86 |
|
Past Filings by Applied Research Investments
SEC 13F filings are viewable for Applied Research Investments going back to 2020
- Applied Research Investments 2022 Q3 filed Nov. 14, 2022
- Applied Research Investments 2022 Q2 filed Aug. 2, 2022
- Applied Research Investments 2022 Q1 filed May 12, 2022
- Applied Research Investments 2021 Q4 filed Feb. 3, 2022
- Applied Research Investments 2021 Q3 filed Oct. 26, 2021
- Applied Research Investments 2021 Q2 filed Aug. 2, 2021
- Applied Research Investments 2021 Q1 filed April 28, 2021
- Applied Research Investments 2020 Q4 filed Jan. 26, 2021
- Applied Research Investments 2020 Q3 filed Nov. 5, 2020
- Applied Research Investments 2020 Q2 filed Aug. 13, 2020