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Colony Group LLC

SEC CIK
0001080628
Latest filing
Nov 14, 2023

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
789
−29 vs. Q3 2021
Portfolio value
$5.69B
+$474.4M (+9.1%) vs. Q3 2021
Filed
Feb 15, 2022
SEC
Holdings of Colony Group LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core MSCI Total International Stock ETF46432F834ETF3,749,867$266.0M4.7%+15,982+0.4%Added–
Vanguard S&P 500 ETF922908363ETF512,954$223.9M3.9%+46,221+9.9%Added–
BRK.ABerkshire Hathaway IncCL A403$181.6M3.2%+2+0.5%AddedHistory
SPDR Series Trust78468R812ST STR MSCI USAQ1,120,788$146.4M2.6%+193,738+20.9%Added–
MSFTMicrosoft CorpStock391,923$131.8M2.3%−39,083−9.1%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF755,367$129.7M2.3%−494,760−39.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF468,937$113.2M2.0%−561−0.1%Reduced–
AAPLApple Inc.Stock618,010$109.7M1.9%+5,456+0.9%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF858,207$96.2M1.7%+397,287+86.2%Added–
iShares Core S&P 500 ETF464287200ETF182,162$86.9M1.5%+68,272+59.9%Added–
GOOGLAlphabet Inc.Stock28,780$83.4M1.5%+1,387+5.1%AddedHistory
iShares Tr464287622RUS 1000 ETF309,038$81.7M1.4%−19,470−5.9%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF385,855$70.6M1.2%+9,049+2.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF1,357,429$67.1M1.2%−679,069−33.3%Reduced–
UNHUnitedHealth Group IncStock128,000$64.3M1.1%+2,565+2.0%AddedHistory
BRK.BBerkshire Hathaway IncStock213,469$63.8M1.1%−2,737−1.3%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF1,451,098$59.4M1.0%+183,416+14.5%Added–
LOWLowes Companies IncStock221,919$57.4M1.0%+14,777+7.1%AddedHistory
NVDANVIDIA CorpStock190,406$56.0M1.0%−1,443−0.8%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF1,130,784$55.2M1.0%+1,065,648+1,636.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,077,086$55.0M1.0%+12,994+1.2%Added–
JPMJPMorgan Chase & CoStock346,523$54.9M1.0%−55,020−13.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF478,589$54.6M1.0%+44,703+10.3%Added–
SPYSPDR S&P 500 ETF TrustETF105,166$50.0M0.9%−14,850−12.4%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF449,587$49.6M0.9%+340,868+313.5%Added–
GLDSPDR Gold TrustETF278,974$47.7M0.8%−103,455−27.1%ReducedHistory
MAMastercard IncStock131,386$47.2M0.8%+5,785+4.6%AddedHistory
PEPPepsiCo IncStock269,443$46.8M0.8%−3,914−1.4%ReducedHistory
ACNAccenture plcStock112,550$46.7M0.8%−1,955−1.7%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF245,858$44.0M0.8%−4,313−1.7%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF287,254$43.2M0.8%+149,935+109.2%Added–
INTUIntuit Inc.Stock65,483$42.1M0.7%−1,809−2.7%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF360,439$41.3M0.7%−33,193−8.4%Reduced–
iShares Russell 1000 Growth ETF464287614ETF133,007$40.6M0.7%−2,395−1.8%Reduced–
PGProcter & Gamble CoStock223,578$36.6M0.6%+2,666+1.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock253,332$34.6M0.6%−407−0.2%ReducedHistory
CCICrown Castle Inc.REIT158,178$33.0M0.6%−4,973−3.0%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF189,245$32.9M0.6%−8,147−4.1%Reduced–
iShares Tr46434V282U S EQUITY FACTR703,379$32.7M0.6%−86,055−10.9%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF114,971$32.5M0.6%−15,980−12.2%Reduced–
GOOGAlphabet Inc.Stock11,015$31.9M0.6%−152−1.4%ReducedHistory
CVSCVS Health CorpStock307,473$31.7M0.6%−3,108−1.0%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF110,553$31.2M0.5%+85,434+340.1%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT191,184$31.1M0.5%−21,960−10.3%Reduced–
JJacobs Solutions Inc.COM213,529$29.7M0.5%−1,714−0.8%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF339,761$28.4M0.5%−9,273−2.7%Reduced–
ROSTRoss Stores, Inc.COM248,738$28.4M0.5%−12,225−4.7%ReducedHistory
MRKMerck & Co., Inc.Stock366,440$28.1M0.5%−19,909−5.2%ReducedHistory
CVXChevron CorpStock236,443$27.7M0.5%−5,910−2.4%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF240,279$27.3M0.5%−17,134−6.7%Reduced–
LRCXLam Research CorpCOM37,939$27.3M0.5%+557+1.5%AddedHistory
John Hancock Exchange Traded47804J206MULTIFACTOR MI486,701$27.1M0.5%+3,100+0.6%Added–
CDWCDW CorpCOM130,958$26.8M0.5%−128−0.1%ReducedHistory
ADBEAdobe Inc.Stock46,941$26.6M0.5%+6,046+14.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF329,292$26.6M0.5%−9,807−2.9%Reduced–
NXPINXP Semiconductors N.V.COM111,177$25.3M0.4%−12,678−10.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF63,255$25.2M0.4%−10,913−14.7%Reduced–
BKNGBooking Holdings Inc.Stock10,346$24.8M0.4%−216−2.0%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM370,568$24.8M0.4%−7,761−2.1%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock123,503$24.8M0.4%−1,146−0.9%ReducedHistory
iShares Core S&P US Value ETF464287663ETF322,229$24.6M0.4%−14,401−4.3%Reduced–
URIUnited Rentals, Inc.COM72,102$24.0M0.4%−1,318−1.8%ReducedHistory
NOCNorthrop Grumman CorpStock61,134$23.7M0.4%+159+0.3%AddedHistory
iShares Tr464288273EAFE SML CP ETF303,350$22.2M0.4%+27,508+10.0%Added–
DISWalt Disney CoStock142,577$22.1M0.4%−8,094−5.4%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE557,454$21.9M0.4%−5,256−0.9%Reduced–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL294,159$21.7M0.4%+6,491+2.3%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW272,466$21.4M0.4%−1,371−0.5%Reduced–
COFCapital One Financial CorpStock145,816$21.2M0.4%−1,623−1.1%ReducedHistory
CATCaterpillar IncStock98,158$20.3M0.4%+15,648+19.0%AddedHistory
AZOAutoZone IncCOM9,608$20.1M0.4%−18−0.2%ReducedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF192,137$19.5M0.3%+78,101+68.5%Added–
HDHome Depot, Inc.Stock46,758$19.4M0.3%+320+0.7%AddedHistory
iShares Russell Midcap ETF464287499ETF228,036$18.9M0.3%−23,477−9.3%Reduced–
iShares MSCI Eafe ETF464287465ETF240,071$18.9M0.3%+6,066+2.6%Added–
SUSuncor Energy IncStock747,161$18.7M0.3%+1,215+0.2%AddedHistory
MCOMoodys CorpStock47,778$18.7M0.3%−879−1.8%ReducedHistory
JNJJohnson & JohnsonStock103,165$17.6M0.3%−235−0.2%ReducedHistory
iShares S&P 500 Value ETF464287408ETF110,801$17.4M0.3%−2,497−2.2%Reduced–
iShares Core S&P U.S. Growth ETF464287671ETF150,029$17.3M0.3%−7,743−4.9%Reduced–
MDTMedtronic plcStock158,833$16.4M0.3%−10,061−6.0%ReducedHistory
EAElectronic Arts Inc.COM121,055$16.0M0.3%−7,175−5.6%ReducedHistory
MKC.VMcCormick & Co IncCOM VTG164,666$15.7M0.3%−2,700−1.6%ReducedHistory
FISVFiserv IncStock149,889$15.6M0.3%−27,908−15.7%ReducedHistory
BAXBaxter International IncStock180,993$15.5M0.3%−30,465−14.4%ReducedHistory
ARMKAramarkCOM420,801$15.5M0.3%−85,940−17.0%ReducedHistory
Schwab Strategic Tr8085247221000 INDEX ETF331,935$15.5M0.3%−775−0.2%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF109,442$15.4M0.3%+2,646+2.5%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF178,136$14.4M0.3%−2,497−1.4%Reduced–
AMZNAmazon Com IncStock4,272$14.2M0.3%−3,477−44.9%ReducedHistory
BABoeing CoStock67,744$13.6M0.2%−5,232−7.2%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF181,393$13.5M0.2%−141,344−43.8%Reduced–
CSCOCisco Systems, Inc.Stock210,294$13.3M0.2%+57,867+38.0%AddedHistory
DHRDanaher CorpStock40,458$13.3M0.2%+1,833+4.7%AddedHistory
TPLTexas Pacific Land CorpStock10,011$12.5M0.2%−11−0.1%ReducedHistory
RTXRTX CorpStock137,788$11.9M0.2%+29,166+26.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock64,313$11.8M0.2%−910−1.4%ReducedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF242,321$11.5M0.2%+5,824+2.5%Added–
BMYBristol Myers Squibb CoStock181,992$11.3M0.2%+47,472+35.3%AddedHistory
VVisa Inc.Stock51,557$11.2M0.2%+1,440+2.9%AddedHistory

Sold out since Q3 2021 (89)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Colony Group LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
CoreSite Realty Corp21870Q105COM59,307$8.22M0.2%–
BSCLBILI Social International, Inc.BULSHS 2021 CB208,779$4.40M0.1%History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF145,099$4.33M0.1%–
GEGeneral Electric CoCOM31,788$3.27M0.1%History
JACKJack in the Box IncCOM29,878$2.91M0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF24,594$2.69M0.1%–
APOApollo Global Management, Inc.COM CL A38,981$2.40M<0.1%History
CRLCharles River Laboratories International, Inc.COM5,319$2.19M<0.1%History
EBSEmergent BioSolutions Inc.COM28,735$1.44M<0.1%History
BABAAlibaba Group Holding LtdADR8,701$1.29M<0.1%History
iShares Tr46434V4070-5YR HI YL CP25,377$1.16M<0.1%–
NRGNRG Energy, Inc.Stock24,126$985.0K<0.1%History
Global X FDS37954Y343GLBL X MLP ETF24,612$868.0K<0.1%–
Exchange Traded Concepts Tru301505707ROBO GLB ETF12,339$795.0K<0.1%–
Invesco Actively Managed ETF46090A408GWT MLTI ASST12,930$722.0K<0.1%–
GISGeneral Mills IncStock11,824$707.0K<0.1%History
KSUKansas City SouthernCOM NEW2,600$704.0K<0.1%History
ETF Managers Tr26924G409PRIME MOBILE PAY9,938$673.0K<0.1%–
Global X FDS37954Y764MILL THEMC ETF15,462$664.0K<0.1%–
EBSBMeridian Bancorp, Inc.COM29,174$606.0K<0.1%History
BF.BBrown Forman CorpStock8,352$560.0K<0.1%History
iShares Tr464287762US HLTHCARE ETF1,883$520.0K<0.1%–
Macquarie Infrastructure Cor55608B105COM12,456$505.0K<0.1%–
UPWheels Up Experience Inc.COM69,964$461.0K<0.1%History
LYFTLyft, Inc.CL A COM8,000$429.0K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS5,699$417.0K<0.1%History
SNNSmith & Nephew PLCSPDN ADR NEW11,510$395.0K<0.1%History
GMEDGlobus Medical IncStock5,100$391.0K<0.1%History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM6,296$375.0K<0.1%–
RRCRange Resources CorpCOM15,963$361.0K<0.1%History
BWABorgwarner IncCOM8,045$348.0K<0.1%History
TFINTriumph Financial, Inc.COM3,387$339.0K<0.1%History
TTEKTetra Tech IncCOM2,219$331.0K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER14,897$329.0K<0.1%–
RGENRepligen CorpCOM1,106$320.0K<0.1%History
ECEcopetrol S.A.SPONSORED ADS19,933$286.0K<0.1%History
DNPDNP Select Income Fund IncCOM26,772$285.0K<0.1%History
AXONAxon Enterprise, Inc.COM1,620$284.0K<0.1%History
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A9,173$281.0K<0.1%History
Alps Clean Energy ETF00162Q460ETF4,236$280.0K<0.1%–
FMXMexican Economic Development IncSPON ADR UNITS3,213$279.0K<0.1%History
INFYInfosys LtdSPONSORED ADR12,367$275.0K<0.1%History
ISBCInvestors Bancorp, Inc.COM17,733$268.0K<0.1%History
VSTOVista Outdoor Inc.COM6,595$266.0K<0.1%History
BYNDBeyond Meat, Inc.COM2,510$264.0K<0.1%History
BSACBanco Santander ChileSP ADR REP COM13,281$263.0K<0.1%History
SHAKShake Shack Inc.CL A3,282$258.0K<0.1%History
TCOMTrip.com Group LtdADS8,278$255.0K<0.1%History
Huaneng PWR Intl Inc443304100SPON ADR H SHS12,048$253.0K<0.1%–
FRPTFreshpet, Inc.Stock1,765$252.0K<0.1%History
iShares Inc46434G822MSCI JAPAN ETF3,564$250.0K<0.1%–
CVNACarvana Co.CL A827$249.0K<0.1%History
OCULOcular Therapeutix, IncCOM24,000$240.0K<0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR22,955$237.0K<0.1%History
APGAPi Group CorpCOM STK11,393$232.0K<0.1%History
QLYSQualys, Inc.COM2,070$230.0K<0.1%History
VRNSVaronis Systems IncCOM3,753$228.0K<0.1%History
WBWEIBO CorpSPONSORED ADR4,776$227.0K<0.1%History
IBNIcici Bank LtdADR12,015$227.0K<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT2,000$224.0K<0.1%History
ETEnergy Transfer LPCOM UT LTD PTN23,384$224.0K<0.1%History
EHCEncompass Health CorpCOM2,970$223.0K<0.1%History
BKUBankUnited, Inc.COM5,297$222.0K<0.1%History
NEOGNeogen CorpCOM5,118$222.0K<0.1%History
COPConocoPhillipsStock3,202$217.0K<0.1%History
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR30,502$216.0K<0.1%History
NVAXNovavax IncCOM NEW1,042$216.0K<0.1%History
51JOB Inc316827104SPONSORED ADS3,080$214.0K<0.1%–
FIVEFive Below, IncCOM1,204$213.0K<0.1%History
CALYCallaway Golf CoCOM7,684$212.0K<0.1%History
GNRCGenerac Holdings Inc.Stock515$210.0K<0.1%History
FASTFastenal CoStock4,043$209.0K<0.1%History
AUBAtlantic Union Bankshares CorpCOM5,651$208.0K<0.1%History
ROKURoku, IncCOM CL A665$208.0K<0.1%History
BLBlackline, Inc.COM1,750$207.0K<0.1%History
U.S. Global Jets ETF26922A842ETF8,590$203.0K<0.1%–
VanEck ETF Trust92189H300JP MRGAN EM LOC6,692$201.0K<0.1%–
BIIBBiogen Inc.COM708$200.0K<0.1%History
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF3,926$200.0K<0.1%–
MTGMgic Investment CorpCOM13,279$199.0K<0.1%History
TIMBTim S.A.SPONSORED ADR18,295$196.0K<0.1%History
DLTHDuluth Holdings Inc.COM CL B14,091$192.0K<0.1%History
Vonage Holdings Corp92886T201COM10,941$176.0K<0.1%–
Soaring Eagle Acquisition CoG8354H126CL A SHS12,707$147.0K<0.1%–
VTRSViatris IncStock10,492$142.0K<0.1%History
Companhia Brasileira de Dist20440T300SPONSORED ADR24,957$118.0K<0.1%–
BBCPConcrete Pumping Holdings, Inc.COM11,620$99.0K<0.1%History
EDUNew Oriental Education & Technology Group Inc.SPON ADR25,702$53.0K<0.1%History
Safe T Group Ltd78643B401SPONSORD ADS NEW10,000$11.0K<0.1%–