Bloombergsen Inc. Top Holdings and 13F Report (2023) About Bloombergsen Inc.Investment ActivityBloombergsen Inc. has $1.64 billion in total holdings as of December 31, 2022.Bloombergsen Inc. owns shares of 31 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.40% of the portfolio was purchased this quarter.About 0.09% of the portfolio was sold this quarter.This quarter, Bloombergsen Inc. has purchased 33 new stocks and bought additional shares in 9 stocks.Bloombergsen Inc. sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings The Cigna Group $344,139,475Progressive $159,718,221CPAY INC $128,125,135Alphabet $105,884,640AON $105,810,691 Largest New Holdings this Quarter Teledyne Technologies $403,329 Holding Largest Purchases this Quarter RXO 154,718 shares (about $3.69M)ThredUp 470,768 shares (about $654.37K)Uber Technologies 10,025 shares (about $604.71K)Teledyne Technologies 869 shares (about $403.33K)First Advantage 19,824 shares (about $371.30K) Largest Sales this Quarter Carvana 3,128 shares (about $636.11K)Revolve Group 7,965 shares (about $266.75K)Goosehead Insurance 741 shares (about $75.19K) 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$344,139,4750.0%1,246,25021.0%MedicalPGRProgressive$159,718,2210.0%679,1229.7%FinanceCPAY INC$128,125,1350.0%378,5987.8%COMGOOGAlphabet$105,884,6400.0%556,0006.4%Computer and TechnologyAONAON$105,810,6910.0%294,6066.4%FinancePNFPPinnacle Financial Partners$102,757,1090.0%898,3056.3%FinanceDHID.R. Horton$93,295,7340.0%667,2565.7%ConstructionCIGIColliers International Group$89,902,5480.0%661,1945.5%FinanceBKNGBooking$88,894,9710.0%17,8925.4%Retail/WholesaleHCAHCA Healthcare$86,128,0430.0%286,9505.2%MedicalCBZCBIZ$85,130,3680.0%1,040,3325.2%Business ServicesCHTRCharter Communications$63,481,0040.0%185,2003.9%Consumer DiscretionaryWRBW. R. Berkley$44,615,5890.0%762,3992.7%FinanceECPGEncore Capital Group$43,111,8520.0%902,4882.6%FinanceNFLXNetflix$32,496,6360.0%36,4592.0%Consumer DiscretionaryHUMHumana$30,903,4000.0%121,8061.9%MedicalRXORXO$14,100,740$3,688,477 ▲35.4%591,4740.9%TransportationCACCCredit Acceptance$8,270,9460.0%17,6180.5%FinanceCVNACarvana$3,708,880$636,110 ▼-14.6%18,2380.2%Retail/WholesaleUBERUber Technologies$1,685,401$604,708 ▲56.0%27,9410.1%Computer and TechnologyDOORDASH INC$1,667,4350.0%9,9400.1%CL AWWayfair$1,456,754$321,409 ▲28.3%32,8690.1%Retail/WholesaleACVAACV Auctions$1,053,173$75,557 ▲7.7%48,7580.1%Retail/WholesaleRVLVRevolve Group$913,406$266,748 ▼-22.6%27,2740.1%Consumer DiscretionaryTDUPThredUp$888,972$654,368 ▲278.9%639,5480.1%Consumer StaplesMNDYmonday.com$855,589$61,685 ▲7.8%3,6340.1%Computer and TechnologySWIMLatham Group$831,880$276,855 ▲49.9%119,5230.1%ConstructionFAFirst Advantage$770,140$371,303 ▲93.1%41,1180.0%Business ServicesFVRRFiverr International$607,471$176,387 ▲40.9%19,1450.0%Retail/WholesaleTDYTeledyne Technologies$403,329$403,329 ▲New Holding8690.0%AerospaceGSHDGoosehead Insurance$345,125$75,195 ▼-17.9%3,4010.0%FinanceSMARSmartsheet$0$418,909 ▼-100.0%00.0%Computer and TechnologyCRCTCricut$0$88,953 ▼-100.0%00.0%Business ServicesFIGSFIGS$0$65,705 ▼-100.0%00.0%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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