Botty Investors
Latest statistics and disclosures from Botty Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AMZN, LZB, RGNX, DMLP, and represent 52.60% of Botty Investors's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$11M), ABCL (+$9.2M), VTIP (+$8.6M), AAPL, MSFT, AMZN, FB, LZB, TMO, NVDA.
- Started 74 new stock positions in NMR, ADBE, ABCL, RY, MUFG, KO, FB, ODFL, PEP, CMCSA.
- Reduced shares in these 10 stocks: GOOGL (-$13M), BABA, WMB, MPLX, PAA, RTLR, DBL, NLY, Catabasis Pharmaceuticals Ord, AGNC.
- Sold out of its positions in Catabasis Pharmaceuticals Ord, PAA, SGDM.
- Botty Investors was a net buyer of stock by $42M.
- Botty Investors has $334M in assets under management (AUM), dropping by 13.22%.
- Central Index Key (CIK): 0001483472
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Portfolio Holdings for Botty Investors
Companies in the Botty Investors portfolio as of the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 32.4 | $108M | -10% | 40k | 2673.52 | |
| Amazon (AMZN) | 8.8 | $29M | +7% | 8.9k | 3285.09 | |
| La-Z-Boy Incorporated (LZB) | 4.5 | $15M | +8% | 467k | 32.23 | |
| Regenxbio Inc equity us cm (RGNX) | 3.7 | $13M | +3% | 297k | 41.92 | |
| Dorchester Minerals Com Unit (DMLP) | 3.2 | $11M | +3% | 554k | 19.17 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.2 | $11M | NEW | 143k | 74.25 | |
| Abcellera Biologics (ABCL) | 2.8 | $9.2M | NEW | 461k | 20.04 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $8.9M | +13% | 16k | 571.57 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.6 | $8.6M | NEW | 163k | 52.58 | |
| Activision Blizzard (ATVI) | 2.2 | $7.2M | +6% | 93k | 77.39 | |
| Agnc Invt Corp Com reit (AGNC) | 2.0 | $6.6M | -4% | 418k | 15.89 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.8 | $5.9M | 177k | 33.33 | ||
| Genuine Parts Company (GPC) | 1.8 | $5.9M | 48k | 122.05 | ||
| Annaly Capital Management (NLY) | 1.7 | $5.7M | -7% | 657k | 8.64 | |
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| Curtiss-Wright (CW) | 1.5 | $5.1M | +4% | 40k | 126.36 | |
| Global Blood Therapeutics In (GBT) | 1.5 | $5.0M | +4% | 197k | 25.48 | |
| Enterprise Products Partners (EPD) | 1.3 | $4.4M | +2% | 203k | 21.64 | |
| Roblox Corp Cl A (RBLX) | 1.3 | $4.3M | +6% | 57k | 75.55 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 1.2 | $4.0M | +3% | 87k | 45.58 | |
| Apple (AAPL) | 1.2 | $3.9M | +1279% | 28k | 141.51 | |
| Walt Disney Company (DIS) | 1.0 | $3.2M | +5% | 19k | 169.17 | |
| Microsoft Corporation (MSFT) | 0.9 | $3.0M | NEW | 11k | 281.88 | |
| Niu Technologies Ads (NIU) | 0.9 | $2.9M | 124k | 23.17 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $2.7M | 278k | 9.58 | ||
| Iovance Biotherapeutics (IOVA) | 0.7 | $2.3M | -3% | 95k | 24.66 | |
| Doubleline Opportunistic Cr (DBL) | 0.7 | $2.3M | -18% | 117k | 19.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $2.2M | -67% | 15k | 148.03 | |
| Chevron Corporation (CVX) | 0.6 | $2.0M | 20k | 101.43 | ||
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.6 | $1.9M | +7% | 80k | 23.68 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.6 | $1.9M | +4% | 246k | 7.68 | |
| Landos Biopharma (LABP) | 0.6 | $1.9M | +4% | 129k | 14.60 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.5 | $1.7M | -42% | 60k | 28.47 | |
| Spdr Ser Tr Oilgas Equip (XES) | 0.4 | $1.3M | 23k | 54.43 | ||
| Facebook Cl A (FB) | 0.4 | $1.2M | NEW | 3.7k | 339.35 | |
| Cummins (CMI) | 0.3 | $1.1M | +10% | 5.0k | 224.49 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.3 | $1.1M | 36k | 31.56 | ||
| Cisco Systems (CSCO) | 0.3 | $975k | +22% | 18k | 54.44 | |
| NVIDIA Corporation (NVDA) | 0.3 | $954k | NEW | 4.6k | 207.21 | |
| Global X Fds Msci Greece Etf (GREK) | 0.3 | $852k | -24% | 32k | 27.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $828k | 2.3k | 358.44 | ||
| Visa Com Cl A (V) | 0.2 | $812k | +264% | 3.6k | 222.65 | |
| Tesla Motors (TSLA) | 0.2 | $807k | NEW | 1.0k | 775.22 | |
| 3M Company (MMM) | 0.2 | $798k | 4.6k | 175.35 | ||
| Altria (MO) | 0.2 | $789k | +20% | 17k | 46.41 | |
| Rattler Midstream Com Units (RTLR) | 0.2 | $760k | -44% | 65k | 11.74 | |
| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.2 | $669k | NEW | 24k | 27.41 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $662k | +12% | 18k | 36.02 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $620k | +100% | 11k | 58.80 | |
| Johnson & Johnson (JNJ) | 0.2 | $610k | NEW | 3.8k | 161.46 | |
| Procter & Gamble Company (PG) | 0.2 | $600k | NEW | 4.3k | 139.86 | |
| UnitedHealth (UNH) | 0.2 | $589k | NEW | 1.5k | 390.58 | |
| Merck & Co (MRK) | 0.2 | $566k | NEW | 7.5k | 75.70 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $554k | NEW | 1.6k | 347.55 | |
| Doubleline Income Solutions (DSL) | 0.2 | $533k | 30k | 17.77 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $530k | NEW | 2.3k | 231.14 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $523k | NEW | 3.2k | 163.54 | |
| Home Depot (HD) | 0.2 | $517k | NEW | 1.6k | 328.25 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $493k | NEW | 662.00 | 744.71 | |
| Paypal Holdings (PYPL) | 0.1 | $454k | NEW | 1.7k | 260.47 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $428k | NEW | 744.00 | 575.27 | |
| Abbott Laboratories (ABT) | 0.1 | $406k | NEW | 3.4k | 118.26 | |
| Netflix (NFLX) | 0.1 | $400k | NEW | 655.00 | 610.69 | |
| Wal-Mart Stores (WMT) | 0.1 | $367k | NEW | 2.6k | 139.54 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $366k | NEW | 6.5k | 55.89 | |
| salesforce (CRM) | 0.1 | $365k | NEW | 1.3k | 271.17 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.1 | $361k | 13k | 27.08 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $354k | NEW | 788.00 | 449.24 | |
| Servicenow (NOW) | 0.1 | $348k | NEW | 559.00 | 622.54 | |
| Qualcomm (QCOM) | 0.1 | $332k | NEW | 2.6k | 129.13 | |
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.1 | $329k | NEW | 7.4k | 44.63 | |
| Pepsi (PEP) | 0.1 | $326k | NEW | 2.2k | 150.30 | |
| Morgan Stanley Com New (MS) | 0.1 | $322k | NEW | 3.3k | 97.25 | |
| Keysight Technologies (KEYS) | 0.1 | $306k | NEW | 1.9k | 164.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $303k | NEW | 1.1k | 272.97 | |
| Verizon Communications (VZ) | 0.1 | $302k | NEW | 5.6k | 54.03 | |
| Bank of America Corporation (BAC) | 0.1 | $292k | NEW | 6.9k | 42.39 | |
| Nike CL B (NKE) | 0.1 | $291k | NEW | 2.0k | 145.28 | |
| Rbc Cad (RY) | 0.1 | $282k | NEW | 2.8k | 99.58 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $269k | NEW | 3.3k | 81.89 | |
| Lowe's Companies (LOW) | 0.1 | $269k | NEW | 1.3k | 202.87 | |
| Bristol Myers Squibb (BMY) | 0.1 | $263k | NEW | 4.4k | 59.75 | |
| McDonald's Corporation (MCD) | 0.1 | $262k | NEW | 1.1k | 241.47 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $262k | NEW | 2.7k | 95.87 | |
| Starbucks Corporation (SBUX) | 0.1 | $251k | NEW | 2.3k | 110.48 | |
| Danaher Corporation (DHR) | 0.1 | $251k | NEW | 824.00 | 304.61 | |
| Astria Therapeutics | 0.1 | $250k | NEW | 28k | 8.85 | |
| Abbvie (ABBV) | 0.1 | $248k | NEW | 2.3k | 107.73 | |
| Intel Corporation (INTC) | 0.1 | $245k | NEW | 4.6k | 53.23 | |
| Coca-Cola Company (KO) | 0.1 | $242k | NEW | 4.6k | 52.93 | |
| Pfizer (PFE) | 0.1 | $239k | NEW | 5.5k | 43.09 | |
| Shopify Cl A (SHOP) | 0.1 | $236k | NEW | 174.00 | 1356.32 | |
| Broadcom (AVGO) | 0.1 | $234k | NEW | 482.00 | 485.48 | |
| Intuit (INTU) | 0.1 | $234k | NEW | 434.00 | 539.17 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $228k | NEW | 2.1k | 110.79 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $227k | NEW | 1.2k | 192.54 | |
| Ihs Markit SHS (INFO) | 0.1 | $226k | NEW | 1.9k | 116.37 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $225k | NEW | 786.00 | 286.26 | |
| IDEXX Laboratories (IDXX) | 0.1 | $221k | NEW | 356.00 | 620.79 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $218k | NEW | 1.2k | 177.67 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $218k | NEW | 3.6k | 60.19 | |
| Amgen (AMGN) | 0.1 | $215k | NEW | 1.0k | 213.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $213k | NEW | 80.00 | 2662.50 | |
| Philip Morris International (PM) | 0.1 | $213k | NEW | 2.2k | 96.12 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $212k | NEW | 36k | 5.92 | |
| T. Rowe Price (TROW) | 0.1 | $210k | NEW | 1.1k | 197.00 | |
| Ing Groep Sponsored Adr (ING) | 0.1 | $210k | NEW | 15k | 14.52 | |
| Medtronic SHS (MDT) | 0.1 | $205k | NEW | 1.6k | 125.69 | |
| Williams Companies (WMB) | 0.1 | $204k | -91% | 7.9k | 25.89 | |
| Vbi Vaccines Inc Cda Com New (VBIV) | 0.1 | $202k | 65k | 3.11 | ||
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $182k | NEW | 37k | 4.95 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $151k | NEW | 22k | 7.01 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $119k | NEW | 49k | 2.44 | |
| Ericsson Adr B Sek 10 (ERIC) | 0.0 | $119k | NEW | 11k | 11.24 | |
| Banco Santander Adr (SAN) | 0.0 | $117k | NEW | 32k | 3.61 | |
| Cenovus Energy (CVE) | 0.0 | $114k | NEW | 11k | 10.05 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $107k | NEW | 23k | 4.70 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $96k | NEW | 15k | 6.61 | |
| Aegon N V Ny Registry Shs (AEG) | 0.0 | $76k | NEW | 15k | 5.09 | |
Past Filings by Botty Investors
SEC 13F filings are viewable for Botty Investors going back to 2011
- Botty Investors 2021 Q3 filed Nov. 12, 2021
- Botty Investors 2021 Q2 filed Aug. 13, 2021
- Botty Investors 2021 Q1 filed May 13, 2021
- Botty Investors 2020 Q4 filed Feb. 12, 2021
- Botty Investors 2020 Q3 filed Nov. 13, 2020
- Botty Investors 2020 Q2 filed July 31, 2020
- Botty Investors 2020 Q1 filed May 13, 2020
- Botty Investors 2019 Q4 filed Feb. 12, 2020
- Botty Investors 2019 Q3 filed Nov. 13, 2019
- Botty Investors 2019 Q2 filed July 26, 2019
- Botty Investors 2019 Q1 filed May 10, 2019
- Botty Investors 2018 Q4 filed Feb. 14, 2019
- Botty Investors 2018 Q3 filed Oct. 24, 2018
- Botty Investors 2018 Q2 filed Aug. 14, 2018
- Botty Investors 2018 Q1 restated filed May 15, 2018
- Botty Investors 2018 Q1 filed May 14, 2018