Bloombergsen Inc. Top Holdings and 13F Report (2023) About Bloombergsen Inc.Investment ActivityBloombergsen Inc. has $1.31 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 10.92% of the portfolio was purchased this quarter.About 3.08% of the portfolio was sold this quarter.This quarter, Bloombergsen Inc. has purchased 27 new stocks and bought additional shares in 12 stocks.Bloombergsen Inc. sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Cigna Group $267,831,938Alphabet $137,520,684HCA Healthcare $117,078,630Progressive $107,022,639CORPAY INC $94,986,411 Largest New Holdings this Quarter 866966104 - SUNBELT RENTALS HOLDINGS INC $66,425,386 Holding81762P102 - ServiceNow $37,518,186 Holding888787108 - Toast $1,787,781 Holding98980G102 - Zscaler $1,147,292 Holding Largest Purchases this Quarter SUNBELT RENTALS HOLDINGS INC 1,020,516 shares (about $66.43M)ServiceNow 358,854 shares (about $37.52M)Microsoft 50,431 shares (about $18.67M)Huron Consulting Group 92,924 shares (about $11.85M)Toast 67,438 shares (about $1.79M) Largest Sales this Quarter Cigna Group 34,761 shares (about $9.27M)Alphabet 16,000 shares (about $4.59M)HCA Healthcare 8,520 shares (about $4.03M)Progressive 18,736 shares (about $3.71M)CORPAY INC 11,241 shares (about $3.27M) 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 PortfolioSectorCICigna Group$267,831,938$9,272,497 ▼-3.3%1,004,05620.4%MedicalGOOGAlphabet$137,520,684$4,589,760 ▼-3.2%479,40010.5%Computer and TechnologyHCAHCA Healthcare$117,078,630$4,032,005 ▼-3.3%247,3988.9%MedicalPGRProgressive$107,022,639$3,714,225 ▼-3.4%539,8648.1%FinanceCORPAY INC$94,986,411$3,271,019 ▼-3.3%326,4257.2%COM SHSAONAON$81,988,057$2,822,388 ▼-3.3%254,0066.2%FinancePINNACLE FINL PARTNERS INC$66,710,089$2,299,335 ▼-3.3%774,4385.1%COMSUNBELT RENTALS HOLDINGS INC$66,425,386$66,425,386 ▲New Holding1,020,5165.1%SHSBKNGBooking$64,952,684$2,235,683 ▼-3.3%15,4274.9%Retail/WholesaleCIGIColliers International Group$60,426,413$2,195,734 ▼-3.5%565,3144.6%FinanceHURNHuron Consulting Group$55,593,927$11,846,881 ▲27.1%436,0654.2%Business ServicesWRBW.R. Berkley$43,563,193$1,501,905 ▼-3.3%657,2603.3%FinanceNOWServiceNow$37,518,186$37,518,186 ▲New Holding358,8542.9%Computer and TechnologyMSFTMicrosoft$32,871,096$18,668,043 ▲131.4%88,8002.5%Computer and TechnologyCBZCBIZ$26,689,679$920,042 ▼-3.3%994,0292.0%Business ServicesUNHUnitedHealth Group$18,193,119$626,145 ▼-3.3%67,2351.4%MedicalWWayfair$6,000,630$1,398,831 ▲30.4%79,7850.5%Retail/WholesaleCVNACarvana$5,403,563$622,472 ▲13.0%17,1880.4%Retail/WholesaleFAFirst Advantage$4,690,441$254,381 ▲5.7%398,8470.4%Business ServicesTDUPThredUp$4,432,087$252,419 ▲6.0%1,351,2460.3%Consumer StaplesUBERUber Technologies$2,546,682$734,837 ▲40.6%35,4050.2%Computer and TechnologyDOORDASH INC$2,382,881$782,732 ▲48.9%15,8700.2%CL ATOSTToast$1,787,781$1,787,781 ▲New Holding67,4380.1%Computer and TechnologyAFRMAffirm$1,690,254$989,575 ▲141.2%36,8890.1%Computer and TechnologyMEDPMedpace$1,257,137$288,594 ▲29.8%2,6180.1%MedicalKLAVIYO INC$1,198,639$449,487 ▲60.0%61,5950.1%COM SER AZSZscaler$1,147,292$1,147,292 ▲New Holding8,1780.1%Computer and TechnologyROOTRoot$1,129,250$353,051 ▲45.5%25,5660.1%FinanceSWIMLatham Group$1,034,461$205,596 ▼-16.6%192,6370.1%ConstructionMNDYmonday.com$0$1,737,076 ▼-100.0%00.0%Computer and TechnologyTDYTeledyne Technologies$0$1,044,443 ▼-100.0%00.0%AerospaceShowing 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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