Simcah Management LLC
13F Reported Value
ⓘ$86,639
Holdings
16
Latest Filing
2013-12-31
Filing Quarter
Q4 2013
Portfolio Overview
Simcah Management LLC disclosed 16 positions worth $86,639 in its Form 13F-HR for Q4 2013, led by $SPY (SPDR S&P 500 ETF TRUST) at 41.0% of the equity portfolio, followed by $BAC and $GOOG. During the quarter the fund opened 16 new positions and exited 0 — including a new stake in $SPY. The portfolio is most concentrated in Other (58.6% of disclosed assets). All figures are sourced directly from Simcah Management LLC’s Form 13F-HR filing with the SEC under CIK 1567982.
Sector Allocation
13fpro.ai/research/fund/simcah-management-llc-1567982
Top Equity Holdings by Value
13fpro.ai/research/fund/simcah-management-llc-1567982
Quarterly Activity — Q4 2013
Click any card to unlockTop Holdings
- —
Quality
$35.5K192,214 sh - 67.3#348
Quality
$6.6K423,527 sh - 78.1#58
Quality
$6.6K5,868 sh - 73.6
Quality
$6.0K34 sh - —
Quality
$5.9K248,425 sh - 48.6
Quality
$5.0K40,097 sh NATIONAL INSTRS CORP - COM
—Quality
$4.7K147,000 sh- 73.3
Quality
$3.9K22,091 sh QAD INC - CL A
—Quality
$3.3K185,120 shCAPELLA EDUCATION COMPANY - COM
—Quality
$2.6K39,416 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $35.5K | 192,214 | |
| 67.3#348 | $6.6K | 423,527 | |
| 78.1#58 | $6.6K | 5,868 | |
| 73.6 | $6.0K | 34 | |
| — | $5.9K | 248,425 | |
| 48.6 | $5.0K | 40,097 | |
| NATIONAL INSTRS CORP - COM | — | $4.7K | 147,000 |
| 73.3 | $3.9K | 22,091 | |
| QAD INC - CL A | — | $3.3K | 185,120 |
| CAPELLA EDUCATION COMPANY - COM | — | $2.6K | 39,416 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Simcah Management LLC's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Other
$50,816
Financials
$17,209
Technology
$11,532
Healthcare
$5,915
Industrials
$1,167
Energy
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Full Holdings — Simcah Management LLC (Q4 2013)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TRUST | $35,500 | 41.0% | NEW | — | |
| 2 | BANK OF AMERICA CORP /DE/ | $6,594 | 7.6% | NEW | 67.3 | |
| 3 | Alphabet Inc. | $6,576 | 7.6% | NEW | 78.1 | |
| 4 | BERKSHIRE HATHAWAY INC | $6,049 | 7.0% | NEW | 73.6 | |
| 5 | QIAGEN N.V. | $5,915 | 6.8% | NEW | — | |
| 6 | BIO-RAD LABORATORIES, INC. | $4,956 | 5.7% | NEW | 48.6 | |
| 7 | — | NATIONAL INSTRS CORP - COM | $4,707 | 5.4% | NEW | — |
| 8 | GOLDMAN SACHS GROUP INC | $3,916 | 4.5% | NEW | 73.3 | |
| 9 | — | QAD INC - CL A | $3,269 | 3.8% | NEW | — |
| 10 | — | CAPELLA EDUCATION COMPANY - COM | $2,619 | 3.0% | NEW | — |
| 11 | — | ACCELRYS INC - COM | $1,964 | 2.3% | NEW | — |
| 12 | — | GUIDANCE SOFTWARE INC - COM | $1,523 | 1.8% | NEW | — |
| 13 | — | QAD INC - CL B | $1,234 | 1.4% | NEW | — |
| 14 | ASML HOLDING NV | $1,167 | 1.4% | NEW | — | |
| 15 | LPL Financial Holdings Inc. | $650 | 0.8% | NEW | 71.9 | |
| 16 | NOV Inc. | $0 | 0.0% | NEW | 47.5 |
New Positions (16)
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Every holding in Simcah Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.