Bloombergsen Inc. Top Holdings and 13F Report (2023) About Bloombergsen Inc.Investment ActivityBloombergsen Inc. has $1.74 billion in total holdings as of December 31, 2022.Bloombergsen Inc. owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Bloombergsen Inc. has purchased 31 new stocks and bought additional shares in 10 stocks.Bloombergsen Inc. sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings The Cigna Group $431,750,850Progressive $172,333,999D.R. Horton $127,292,427CPAY INC $118,410,310HCA Healthcare $116,625,089 Largest New Holdings this Quarter RXO $12,229,168 HoldingFirst Advantage $422,686 Holding Largest Purchases this Quarter W. R. Berkley 254,133 shares (about $14.42M)RXO 436,756 shares (about $12.23M)DOORDASH INC 3,631 shares (about $518.25K)Wayfair 9,025 shares (about $507.02K)Uber Technologies 5,914 shares (about $444.50K) Largest Sales this Quarter Colliers International Group 422,644 shares (about $64.16M)Smartsheet 7,009 shares (about $388.02K)Carvana 606 shares (about $105.51K)FIGS 12,873 shares (about $88.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBloombergsen Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCIThe Cigna Group$431,750,8500.0%1,246,25024.8%MedicalPGRProgressive$172,333,9990.0%679,1229.9%FinanceDHID.R. Horton$127,292,4270.0%667,2567.3%ConstructionCPAY INC$118,410,3100.0%378,5986.8%COMHCAHCA Healthcare$116,625,0890.0%286,9506.7%MedicalAONAON$101,930,7300.0%294,6065.9%FinanceCIGIColliers International Group$100,375,861$64,161,586 ▼-39.0%661,1945.8%FinanceGOOGAlphabet$92,957,6400.0%556,0005.3%Computer and TechnologyPNFPPinnacle Financial Partners$88,006,9410.0%898,3055.1%FinanceBKNGBooking$75,363,2510.0%17,8924.3%Retail/WholesaleCBZCBIZ$70,003,9400.0%1,040,3324.0%Business ServicesCHTRCharter Communications$60,019,6160.0%185,2003.5%Consumer DiscretionaryWRBW. R. Berkley$43,250,895$14,416,965 ▲50.0%762,3992.5%FinanceECPGEncore Capital Group$42,660,6080.0%902,4882.5%FinanceHUMHumana$38,580,8320.0%121,8062.2%MedicalNFLXNetflix$25,859,2750.0%36,4591.5%Consumer DiscretionaryRXORXO$12,229,168$12,229,168 ▲New Holding436,7560.7%TransportationCACCCredit Acceptance$7,812,1740.0%17,6180.4%FinanceCVNACarvana$3,720,034$105,511 ▼-2.8%21,3660.2%Retail/WholesaleWWayfair$1,439,163$507,024 ▲54.4%25,6170.1%Retail/WholesaleDOORDASH INC$1,418,736$518,253 ▲57.6%9,9400.1%CL AUBERUber Technologies$1,346,567$444,496 ▲49.3%17,9160.1%Computer and TechnologyMNDYmonday.com$936,640$421,655 ▲81.9%3,3720.1%Computer and TechnologyACVAACV Auctions$920,136$317,473 ▲52.7%45,2600.1%Retail/WholesaleRVLVRevolve Group$873,222$245,421 ▲39.1%35,2390.1%Consumer DiscretionarySWIMLatham Group$542,266$212,058 ▲64.2%79,7450.0%ConstructionFAFirst Advantage$422,686$422,686 ▲New Holding21,2940.0%Business ServicesSMARSmartsheet$418,909$388,018 ▼-48.1%7,5670.0%Computer and TechnologyGSHDGoosehead Insurance$369,8810.0%4,1420.0%FinanceFVRRFiverr International$351,470$181,996 ▲107.4%13,5860.0%Retail/WholesaleTDUPThredUp$142,113$77,058 ▲118.5%168,7800.0%Consumer StaplesCRCTCricut$88,9530.0%12,8360.0%Business ServicesFIGSFIGS$65,705$88,051 ▼-57.3%9,6060.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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