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Alpha Cubed Investments, LLC

Q2 2023 · 13F-HR

Alpha Cubed Investments, LLCholdings as filed

Filed 2023-07-20 · accession 0001085146-23-002771

$1.48B
Reported value
270
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$134.1M9.04%691,291CommonNONE
594918104MSFTMICROSOFT CORP$95.7M6.45%280,930CommonNONE
023135106AMZNAMAZON COM INC$48.6M3.27%372,597CommonNONE
02079K305GOOGLALPHABET INC$46.9M3.16%391,505CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$44.8M3.02%131,487CommonNONE
17275R102CSCOCISCO SYS INC$39.2M2.64%757,780CommonNONE
478160104JNJJOHNSON & JOHNSON$36.1M2.44%218,335CommonNONE
697435105PANWPALO ALTO NETWORKS INC$32.4M2.18%126,633CommonNONE
46625H100JPMJPMORGAN CHASE & CO$30.9M2.08%212,271CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$29.6M2.00%86,686CommonNONE
58933Y105MRKMERCK & CO INC$29.4M1.98%255,020CommonNONE
92826C839VVISA INC$26.5M1.79%111,786CommonNONE
464287226AGGISHARES TR$26.3M1.77%268,520CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$26.3M1.77%54,633CommonNONE
580135101MCDMCDONALDS CORP$25.7M1.73%86,198CommonNONE
12572Q105CMECME GROUP INC$25.4M1.71%137,055CommonNONE
64110L106NFLXNETFLIX INC$25.0M1.69%56,754CommonNONE
67066G104NVDANVIDIA CORPORATION$24.9M1.68%58,804CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$23.8M1.60%586,474CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$23.5M1.59%131,288CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$23.3M1.57%277,161CommonNONE
N07059210ASMLASML HOLDING N V$23.3M1.57%32,158CommonNONE
191216100KOCOCA COLA CO$23.2M1.56%385,389CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$23.0M1.55%47,112CommonNONE
031162100AMGNAMGEN INC$21.9M1.48%98,555CommonNONE
882508104TXNTEXAS INSTRS INC$21.3M1.44%118,406CommonNONE
855244109SBUXSTARBUCKS CORP$20.5M1.38%207,258CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$20.0M1.35%264,925CommonNONE
539830109LMTLOCKHEED MARTIN CORP$17.7M1.20%38,551CommonNONE
88160R101TSLATESLA INC$17.6M1.19%67,154CommonNONE
907818108UNPUNION PAC CORP$17.5M1.18%85,744CommonNONE
149123101CATCATERPILLAR INC$17.5M1.18%70,948CommonNONE
65339F101NEENEXTERA ENERGY INC$16.2M1.09%217,904CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$15.6M1.05%29,024CommonNONE
74762E102QUREQUANTA SVCS INC$15.5M1.05%79,007CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$15.5M1.04%415,473CommonNONE
747525103QCOMQUALCOMM INC$15.4M1.04%129,445CommonNONE
337738108FISVFISERV INC$14.9M1.00%118,028CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$14.4M0.97%74,274CommonNONE
G29183103ETNEATON CORP PLC$14.3M0.97%71,346CommonNONE
59156R108METMETLIFE INC$11.2M0.75%197,351CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.8M0.73%66,221CommonNONE
904767704UNILEVER PLC$10.3M0.69%196,898CommonNONE
406216101HALHALLIBURTON CO$9.7M0.66%294,572CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9.4M0.63%21,128CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.9M0.60%78,467CommonNONE
922908363VOOVANGUARD INDEX FDS$8.6M0.58%21,001CommonNONE
532457108LLYLILLY ELI & CO$8.4M0.57%18,000CommonNONE
922908769VTIVANGUARD INDEX FDS$8.0M0.54%36,319CommonNONE
46090E103QQQINVESCO QQQ TR$7.9M0.53%21,356CommonNONE
46434G103IEMGISHARES INC$7.8M0.53%158,128CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.5M0.50%3,485CommonNONE
G5960L103MDTMEDTRONIC PLC$7.4M0.50%84,454CommonNONE
759509102RSRELIANCE STEEL & ALUMINUM CO$6.9M0.47%25,578CommonNONE
550021109LULULULULEMON ATHLETICA INC$6.7M0.45%17,813CommonNONE
78464A763SDYSPDR SER TR$6.7M0.45%54,489CommonNONE
02079K107GOOGALPHABET INC$6.4M0.43%53,022CommonNONE
464287556IBBISHARES TR$6.1M0.41%47,917CommonNONE
30303M102METAMETA PLATFORMS INC$5.5M0.37%19,053CommonNONE
68389X105ORCLORACLE CORP$5.2M0.35%43,887CommonNONE
437076102HDHOME DEPOT INC$4.5M0.30%14,417CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$4.2M0.28%76,765CommonNONE
98978V103ZTSZOETIS INC$4.1M0.28%23,794CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.9M0.26%53,314CommonNONE
30231G102XOMEXXON MOBIL CORP$3.8M0.26%35,278CommonNONE
060505104BACBANK AMERICA CORP$3.7M0.25%130,637CommonNONE
46429B655FLOTISHARES TR$3.7M0.25%72,887CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.5M0.24%68,400CommonNONE
254687106DISDISNEY WALT CO$3.2M0.22%35,892CommonNONE
921910840MGVVANGUARD WORLD FD$3.0M0.20%29,095CommonNONE
464287200IVVISHARES TR$3.0M0.20%6,671CommonNONE
464288679SHVISHARES TR$2.9M0.20%26,224CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.18%6,918CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$2.6M0.18%27,226CommonNONE
464287622IWBISHARES TR$2.6M0.18%10,748CommonNONE
921910816MGKVANGUARD WORLD FD$2.6M0.18%11,074CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$2.4M0.16%46,711CommonNONE
464287440IEFISHARES TR$2.4M0.16%24,387CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.1M0.14%18,682CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.1M0.14%31,864CommonNONE
922908744VTVVANGUARD INDEX FDS$2.1M0.14%14,550CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.14%18,944CommonNONE
922908751VBVANGUARD INDEX FDS$2.0M0.13%9,961CommonNONE
654106103NKENIKE INC$1.9M0.13%17,544CommonNONE
717081103PFEPFIZER INC$1.9M0.13%51,102CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.8M0.12%11,837CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.8M0.12%26,286CommonNONE
929160109VMCVULCAN MATLS CO$1.7M0.11%7,390CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.11%10,876CommonNONE
922908736VUGVANGUARD INDEX FDS$1.6M0.11%5,747CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.6M0.11%37,835CommonNONE
931142103WMTWALMART INC$1.4M0.09%8,693CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.09%9,864CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.3M0.09%16,994CommonNONE
922908629VOVANGUARD INDEX FDS$1.3M0.09%5,733CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.08%15,249CommonNONE
G54950103LINLINDE PLC$1.2M0.08%3,030CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.08%6,503CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.08%7,080CommonNONE
464287309IVWISHARES TR$1.1M0.07%15,738CommonNONE
756109104OREALTY INCOME CORP$1.1M0.07%18,224CommonNONE
548661107LOWLOWES COS INC$1.1M0.07%4,694CommonNONE
02209S103MOALTRIA GROUP INC$1.1M0.07%23,193CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1.0M0.07%5,111CommonNONE
72201R833MINTPIMCO ETF TR$1.0M0.07%10,347CommonNONE
097023105BABOEING CO$1.0M0.07%4,776CommonNONE
464287176TIPISHARES TR$998,5520.07%9,279CommonNONE
464287150ITOTISHARES TR$990,5440.07%10,124CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$978,0450.07%7,369CommonNONE
038222105AMATAPPLIED MATLS INC$964,3710.07%6,672CommonNONE
92647N824CDCVICTORY PORTFOLIOS II$940,0320.06%16,320CommonNONE
172908105CTASCINTAS CORP$917,1130.06%1,845CommonNONE
458140100INTCINTEL CORP$900,3970.06%26,926CommonNONE
002824100ABTABBOTT LABS$883,5370.06%8,104CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$863,2760.06%13,499CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$786,8320.05%8,032CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$784,0260.05%14,170CommonNONE
244199105DEDEERE & CO$772,6970.05%1,907CommonNONE
086516101BBYBEST BUY INC$769,7560.05%9,393CommonNONE
92204A702VGTVANGUARD WORLD FDS$751,3210.05%1,699CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$716,5550.05%10,088CommonNONE
438516106HONHONEYWELL INTL INC$698,8090.05%3,368CommonNONE
11135F101AVGOBROADCOM INC$685,6400.05%790CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$684,8630.05%31,648CommonNONE
713448108PEPPEPSICO INC$666,7570.04%3,600CommonNONE
808524607SCHASCHWAB STRATEGIC TR$651,9630.04%14,885CommonNONE
20030N101CMCSACOMCAST CORP NEW$625,5490.04%15,055CommonNONE
92189F437ANGLVANECK ETF TRUST$616,1050.04%22,186CommonNONE
56585A102MPCMARATHON PETE CORP$605,1060.04%5,190CommonNONE
778296103ROSTROSS STORES INC$604,6050.04%5,392CommonNONE
78409V104SPGIS&P GLOBAL INC$588,8180.04%1,469CommonNONE
375558103GILDGILEAD SCIENCES INC$588,3910.04%7,635CommonNONE
816851109SRESEMPRA$583,6530.04%4,009CommonNONE
46429B333GNMAISHARES TR$570,7970.04%13,020CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$560,9180.04%20,744CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$560,0960.04%11,558CommonNONE
79466L302CRMSALESFORCE INC$556,8810.04%2,636CommonNONE
00206R102TAT&T INC$536,0320.04%33,607CommonNONE
464287614IWFISHARES TR$535,2250.04%1,945CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$532,8700.04%5,649CommonNONE
863667101SYKSTRYKER CORPORATION$522,9240.04%1,714CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$517,8100.03%1CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$512,7060.03%11,102CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$509,3080.03%11,243CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$498,6720.03%8,638CommonNONE
125523100CITHE CIGNA GROUP$498,3460.03%1,776CommonNONE
464288356CMFISHARES TR$482,8220.03%8,478CommonNONE
78463V107GLDSPDR GOLD TR$477,0510.03%2,676CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$468,1060.03%3,498CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$466,3310.03%43,259CommonNONE
09260D107BXBLACKSTONE INC$461,0650.03%4,959CommonNONE
88339J105TTDTHE TRADE DESK INC$455,5980.03%5,900CommonNONE
842587107SOSOUTHERN CO$446,3990.03%6,354CommonNONE
46138E206PWZINVESCO EXCH TRADED FD TR II$438,3460.03%17,790CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$434,5620.03%4,306CommonNONE
718172109PMPHILIP MORRIS INTL INC$431,7170.03%4,422CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$425,5320.03%3,685CommonNONE
370334104GISGENERAL MLS INC$413,0790.03%5,386CommonNONE
34959E109FTNTFORTINET INC$412,7970.03%5,461CommonNONE
452308109ITWILLINOIS TOOL WKS INC$412,7640.03%1,650CommonNONE
464287598IWDISHARES TR$410,9890.03%2,604CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$410,4990.03%3,825CommonNONE
46432F339QUALISHARES TR$409,8700.03%3,039CommonNONE
655844108NSCNORFOLK SOUTHN CORP$403,1790.03%1,778CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$398,1780.03%1,158CommonNONE
78464A409SPYGSPDR SER TR$391,0740.03%6,410CommonNONE
92939U106WECWEC ENERGY GROUP INC$380,6670.03%4,314CommonNONE
617446448MSMORGAN STANLEY$379,9760.03%4,449CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$378,2690.03%1,173CommonNONE
46435G425ESGUISHARES TR$371,2250.03%3,809CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$364,4340.02%4,061CommonNONE
464287507IJHISHARES TR$362,4110.02%1,386CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$361,8170.02%4,026CommonNONE
29273V100ETENERGY TRANSFER L P$358,8000.02%28,252CommonNONE
303250104FICOFAIR ISAAC CORP$358,4800.02%443CommonNONE
464288588MBBISHARES TR$352,5330.02%3,780CommonNONE
30040W108ESEVERSOURCE ENERGY$348,2880.02%4,911CommonNONE
254709108DFSEURDISCOVER FINL SVCS$347,1610.02%2,971CommonNONE
032654105ADIANALOG DEVICES INC$342,8660.02%1,760CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$341,0280.02%12,942CommonNONE
369604301GEGENERAL ELECTRIC CO$337,2400.02%3,070CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$335,8100.02%1,934CommonNONE
297178105ESSESSEX PPTY TR INC$334,7630.02%1,429CommonNONE
750491102RDNTRADNET INC$327,8310.02%10,050CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$325,8800.02%625CommonNONE
609207105MDLZMONDELEZ INTL INC$325,6910.02%4,465CommonNONE
055622104BPBP PLC$322,9040.02%9,150CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$320,9710.02%4,810CommonNONE
824348106SHWSHERWIN WILLIAMS CO$320,4660.02%1,207CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$320,3860.02%3,621CommonNONE
921910873MGCVANGUARD WORLD FD$319,0220.02%2,039CommonNONE
05465C100AXAXOS FINANCIAL INC$311,5760.02%7,900CommonNONE
674599105OXYOCCIDENTAL PETE CORP$311,5310.02%5,298CommonNONE
464288257ACWIISHARES TR$309,7900.02%3,229CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$308,7530.02%1,983CommonNONE
025816109AXPAMERICAN EXPRESS CO$307,4170.02%1,765CommonNONE
25746U109DDOMINION ENERGY INC$302,2460.02%5,836CommonNONE
92840M102VSTVISTRA CORP$295,1810.02%11,245CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$290,9910.02%943CommonNONE
92936U109WPCWP CAREY INC$290,5080.02%4,300CommonNONE
464287523SOXXISHARES TR$288,6890.02%569CommonNONE
46431W507NEARISHARES U S ETF TR$287,7790.02%5,788CommonNONE
682680103OKEONEOK INC NEW$282,0460.02%4,570CommonNONE
87612E106TGTTARGET CORP$276,0670.02%2,093CommonNONE
000360206AAONAAON INC$274,9490.02%2,900CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$272,0170.02%597CommonNONE
94106L109WMWASTE MGMT INC DEL$271,8810.02%1,568CommonNONE
05329W102ANAUTONATION INC$268,3140.02%1,630CommonNONE
37954Y657PFFDGLOBAL X FDS$262,6570.02%13,546CommonNONE
91529Y106UNMUNUM GROUP$262,3500.02%5,500CommonNONE
808513105SCHWSCHWAB CHARLES CORP$261,0810.02%4,606CommonNONE
19248Y107PSFCOHEN & STEERS SELECT PFD &$259,6600.02%14,298CommonNONE
464287804IJRISHARES TR$257,8230.02%2,587CommonNONE
81762P102NOWSERVICENOW INC$250,6390.02%446CommonNONE
052769106ADSKAUTODESK INC$249,2150.02%1,218CommonNONE
126650100CVSCVS HEALTH CORP$248,7150.02%3,598CommonNONE
338478100XFFCXFLAHERTY & CRUMRINE PFD SECS$248,3710.02%18,076CommonNONE
910047109UALUNITED AIRLS HLDGS INC$247,4640.02%4,510CommonNONE
37954Y673PAVEGLOBAL X FDS$239,1510.02%7,609CommonNONE
806857108SLBSCHLUMBERGER LTD$234,8540.02%4,781CommonNONE
78464A375SPIBSPDR SER TR$230,5820.02%7,181CommonNONE
46432F396MTUMISHARES TR$229,7900.02%1,593CommonNONE
464287689IWVISHARES TR$227,5050.02%894CommonNONE
744320102PRUPRUDENTIAL FINL INC$225,4020.02%2,555CommonNONE
302635206FSKFS KKR CAP CORP$225,2880.02%11,746CommonNONE
78464A854SPYMSPDR SER TR$220,8420.01%4,238CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$219,6370.01%6,515CommonNONE
595112103MUMICRON TECHNOLOGY INC$219,4670.01%3,478CommonNONE
67061E104NMTNUVEEN MASSACHUSETS QLT MUN$219,3550.01%21,011CommonNONE
58733R102MELIMERCADOLIBRE INC$216,7820.01%183CommonNONE
670346105NUENUCOR CORP$216,7800.01%1,322CommonNONE
74348A467NOBLPROSHARES TR$215,3490.01%2,284CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$211,2810.01%4,531CommonNONE
902973304USBUS BANCORP DEL$210,1340.01%6,360CommonNONE
922908512VOEVANGUARD INDEX FDS$209,9970.01%1,518CommonNONE
45168D104IDXXIDEXX LABS INC$208,4250.01%415CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$207,4010.01%2,315CommonNONE
82509L107SHOPSHOPIFY INC$207,3660.01%3,210CommonNONE
92204A306VDEVANGUARD WORLD FDS$207,1530.01%1,835CommonNONE
H1467J104CBCHUBB LIMITED$206,8090.01%1,074CommonNONE
72201R775BONDPIMCO ETF TR$206,4200.01%2,253CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$203,8180.01%2,579CommonNONE
921937835BNDVANGUARD BD INDEX FDS$201,4240.01%2,771CommonNONE
464287234EEMISHARES TR$201,2020.01%5,086CommonNONE
345370860FFORD MTR CO DEL$158,5680.01%10,480CommonNONE
67066Y105NACNUVEEN CA QUALTY MUN INCOME$156,7570.01%14,355CommonNONE
46132H106VCVINVESCO CALIF VALUE MUN INCO$153,7590.01%16,050CommonNONE
36165A102JOBGEE GROUP INC$153,5980.01%299,821CommonNONE
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$144,5220.01%13,320CommonNONE
37247D106GNWGENWORTH FINL INC$135,0000.01%27,000CommonNONE
320734106FLICUSDFIRST LONG IS CORP$132,2200.01%11,000CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$117,9500.01%17,500CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$106,1680.01%13,405CommonNONE
67072C105NUVEEN PFD & INCOME SECS FD$105,2700.01%16,500CommonNONE
56146T103MAMAMAMAMANCINI S HLDGS INC$99,2010.01%32,848CommonNONE
88080T104WULFTERAWULF INC$87,6440.01%50,082CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$79,9740.01%23,316CommonNONE
22544F103DHYCREDIT SUISSE HIGH YIELD BD$66,1500.00%35,000CommonNONE
72200X104RCSPIMCO STRATEGIC INCOME FD$62,4000.00%12,000CommonNONE
529900102ASGLIBERTY ALL-STAR GROWTH FD I$58,9960.00%10,905CommonNONE
66987E206NGNOVAGOLD RES INC$39,9000.00%10,000CommonNONE
83085C115SKYH/WSSKY HARBOUR GROUP CORPORATIO$31,7900.00%102,582CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$27,5000.00%1,035CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$15,6000.00%30,000CALLNONE
81577F109SEELOS THERAPEUTICS INC$13,1450.00%11,000CommonNONE
337738108FISVFISERV INC$12,9250.00%400CALLNONE
30303M102METAMETA PLATFORMS INC$11,3500.00%5,000CALLNONE
04367G103TRXCEURASENSUS SURGICAL INC$7,5750.00%15,000CommonNONE
88160R101TSLATESLA INC$4,6000.00%5,000CALLNONE
88160R101TSLATESLA INC$2,8600.00%3,500PUTNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.