Lloyd Park, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $81 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.78M, Cme Group Inc. with a value of $5.82M, Spdr S&P 500 ETF Trust with a value of $5.71M, Costco Wholesale Corp with a value of $3.63M, and Ishares Russell2000 Val ETF with a value of $2.3M.

Examining the 13F form we can see an decrease of $14.6M in the current position value, from $95.6M to 81M.

Lloyd Park, LLC is based out at Wilmette, IL

Below you can find more details about Lloyd Park, LLC portfolio as well as his latest detailed transactions.

Portfolio value $81 Million
ETFs: $17.6 Million
Technology: $16.4 Million
Financial Services: $15.5 Million
Healthcare: $10.3 Million
Consumer Defensive: $5.05 Million
Communication Services: $4.8 Million
Consumer Cyclical: $4.56 Million
Industrials: $3.18 Million
Other: $3.58 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $81 Million
  • Prior Value $95.6 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 14, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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