Bloombergsen Inc. Top Holdings and 13F Report (2023) About Bloombergsen Inc.Investment ActivityBloombergsen Inc. has $1.34 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 7.34% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Bloombergsen Inc. has purchased 29 new stocks and bought additional shares in 11 stocks.Bloombergsen Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Cigna Group $267,300,431Alphabet $163,591,790Progressive $113,899,612CORPAY INC $105,069,366HCA Healthcare $93,160,317 Largest Purchases this Quarter Booking 357,059 shares (about $63.64M)Microsoft 54,448 shares (about $20.31M)Huron Consulting Group 62,994 shares (about $5.68M)Carvana 60,791 shares (about $4.00M)CBIZ 74,277 shares (about $2.38M) Largest Sales this Quarter W.R. Berkley 568,333 shares (about $40.08M)Cigna Group 34,452 shares (about $9.50M)Alphabet 16,400 shares (about $5.79M)Progressive 18,465 shares (about $4.03M)CORPAY INC 11,157 shares (about $3.72M) 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$267,300,431$9,497,727 â–¼-3.4%969,60419.9%HealthcareGOOGAlphabet$163,591,790$5,794,612 â–¼-3.4%463,00012.2%Communication ServicesPGRProgressive$113,899,612$4,033,679 â–¼-3.4%521,3998.5%FinanceCORPAY INC$105,069,366$3,718,293 â–¼-3.4%315,2687.8%COM SHSHCAHCA Healthcare$93,160,317$3,297,690 â–¼-3.4%238,9407.0%HealthcareAONAON$81,369,527$2,881,723 â–¼-3.4%245,3186.1%FinancePINNACLE FINL PARTNERS INC$75,453,600$2,671,706 â–¼-3.4%747,9545.6%COMSUNBELT RENTALS HOLDINGS INC$73,733,409$2,611,393 â–¼-3.4%985,6095.5%SHSBKNGBooking$66,391,905$63,642,197 â–²2,314.5%372,4865.0%Consumer DiscretionaryMSFTMicrosoft$53,434,369$20,310,193 â–²61.3%143,2484.0%TechnologyCIGIColliers International Group$51,759,418$1,261,382 â–¼-2.4%551,8653.9%Real EstateHURNHuron Consulting Group$44,995,159$5,679,539 â–²14.4%499,0593.4%IndustrialsNOWServiceNow$34,408,562$1,218,463 â–¼-3.4%346,5812.6%TechnologyCBZCBIZ$34,271,256$2,382,806 â–²7.5%1,068,3062.6%IndustrialsUNHUnitedHealth Group$26,989,350$955,533 â–¼-3.4%64,9362.0%HealthcareTDUPThredUp$9,256,0350.0%1,351,2460.7%Consumer DiscretionaryWWayfair$7,757,920$384,190 â–²5.2%83,9420.6%Consumer DiscretionaryFAFirst Advantage$7,199,1880.0%398,8470.5%IndustrialsWRBW.R. Berkley$6,272,021$40,084,525 â–¼-86.5%88,9270.5%FinanceCVNACarvana$5,132,578$4,001,264 â–²353.7%77,9790.4%Consumer DiscretionaryAFRMAffirm$3,008,2980.0%36,8890.2%FinanceDOORDASH INC$2,928,4910.0%15,8700.2%CL AUBERUber Technologies$2,554,8250.0%35,4050.2%IndustrialsTOSTToast$2,294,566$418,441 â–²22.3%82,4790.2%FinanceSWIMLatham Group$2,129,840$883,479 â–²70.9%329,1870.2%Consumer DiscretionaryMEDPMedpace$1,630,608$244,141 â–²17.6%3,0790.1%HealthcareZSZscaler$1,528,513$374,189 â–²32.4%10,8290.1%TechnologyROOTRoot$1,429,6510.0%25,5660.1%FinanceKLAVIYO INC$1,012,772$82,688 â–²8.9%67,0710.1%COM SER AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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