Bloombergsen Inc. Top Holdings and 13F Report (2023) About Bloombergsen Inc.Investment ActivityBloombergsen Inc. has $1.61 billion in total holdings as of December 31, 2022.Bloombergsen Inc. owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.21% of the portfolio was purchased this quarter.About 7.34% of the portfolio was sold this quarter.This quarter, Bloombergsen Inc. has purchased 31 new stocks and bought additional shares in 8 stocks.Bloombergsen Inc. sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings The Cigna Group $402,892,742Progressive $188,885,402CPAY INC $129,751,389AON $115,546,532HCA Healthcare $97,447,519 Largest New Holdings this Quarter 594918104 - Microsoft $15,878,997 Holding Largest Purchases this Quarter Microsoft 42,300 shares (about $15.88M)ThredUp 630,101 shares (about $1.52M)Carvana 3,327 shares (about $695.61K)Fiverr International 20,569 shares (about $487.07K)First Advantage 26,578 shares (about $374.48K) Largest Sales this Quarter The Cigna Group 21,652 shares (about $7.12M)Encore Capital Group 98,910 shares (about $3.39M)Progressive 11,706 shares (about $3.31M)CPAY INC 6,519 shares (about $2.27M)AON 5,081 shares (about $2.03M) 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$402,892,742$7,123,508 ▼-1.7%1,224,59825.0%MedicalPGRProgressive$188,885,402$3,312,915 ▼-1.7%667,41611.7%FinanceCPAY INC$129,751,389$2,273,306 ▼-1.7%372,0798.0%COMAONAON$115,546,532$2,027,776 ▼-1.7%289,5257.2%FinanceHCAHCA Healthcare$97,447,519$1,708,054 ▼-1.7%282,0076.0%MedicalPNFPPinnacle Financial Partners$93,614,339$1,641,923 ▼-1.7%882,8215.8%FinanceGOOGAlphabet$85,364,072$1,499,808 ▼-1.7%546,4005.3%Computer and TechnologyDHID.R. Horton$83,366,387$1,461,868 ▼-1.7%655,7575.2%ConstructionBKNGBooking$81,003,299$1,423,535 ▼-1.7%17,5835.0%Retail/WholesaleCIGIColliers International Group$78,323,167$1,879,665 ▼-2.3%645,6984.9%FinanceCBZCBIZ$77,557,747$1,361,839 ▼-1.7%1,022,3804.8%Business ServicesWRBW. R. Berkley$53,317,199$935,114 ▼-1.7%749,2583.3%FinanceNFLXNetflix$33,413,482$585,629 ▼-1.7%35,8312.1%Consumer DiscretionaryHUMHumana$31,674,737$555,131 ▼-1.7%119,7082.0%MedicalECPGEncore Capital Group$27,546,654$3,390,635 ▼-11.0%803,5781.7%FinanceMSFTMicrosoft$15,878,997$15,878,997 ▲New Holding42,3001.0%Computer and TechnologyCVNACarvana$4,508,810$695,609 ▲18.2%21,5650.3%Retail/WholesaleTDUPThredUp$3,059,854$1,518,543 ▲98.5%1,269,6490.2%Consumer StaplesUBERUber Technologies$1,548,785$486,996 ▼-23.9%21,2570.1%Computer and TechnologyDOORDASH INC$1,382,107$434,627 ▼-23.9%7,5620.1%CL AWWayfair$1,140,524$87,730 ▲8.3%35,6080.1%Retail/WholesaleMNDYmonday.com$1,033,187$149,543 ▲16.9%4,2490.1%Computer and TechnologyFAFirst Advantage$953,837$374,484 ▲64.6%67,6960.1%Business ServicesFVRRFiverr International$940,428$487,074 ▲107.4%39,7140.1%Retail/WholesaleSWIMLatham Group$846,934$78,401 ▲10.2%131,7160.1%ConstructionRVLVRevolve Group$810,753$224,635 ▲38.3%37,7270.1%Consumer DiscretionaryTDYTeledyne Technologies$398,666$33,844 ▼-7.8%8010.0%AerospaceACVAACV Auctions$393,181$293,818 ▼-42.8%27,9050.0%Retail/WholesaleGSHDGoosehead Insurance$265,635$135,887 ▼-33.8%2,2500.0%FinanceCHTRCharter Communications$0$63,481,004 ▼-100.0%00.0%Consumer DiscretionaryRXORXO$0$14,100,740 ▼-100.0%00.0%TransportationCACCCredit Acceptance$0$8,270,946 ▼-100.0%00.0%FinanceShowing 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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