AC
Accident Compensation CORP Historical SEC 13F Holdings & Archive (Q2 2020)
Accident Compensation CORPCIK: 0001618832
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$497.1M
Reporting period: 2020-06-30 · Number of holdings: 110
ACCIDENT COMPENSATION CORP disclosed 110 holdings in its latest 13F filing for the period ending 2020-06-30, with total reported value of $497.1M and a quarterly turnover rate of 29.0%.
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Personality snowflake
- Concentration
- 6.53
- Portfolio Stability
- 29.01
- Momentum
- 100
- Sector conviction
- 62.31
- Diversification
- 100
- Sizing Uniformity
- 91.03
Accident Compensation CORP's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 61 equally-sized positions, well below its 110 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.90), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AAPL
+6.8% $8.9M
Add EBAY
+6.0% $4.3M
Add PSA
+243.1% $2.7M
Add BMY
+260.1% $2.1M
Add CVS
+82.3% $2.6M
Add EG
+52.5% $3.3M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.16% | +0.78% | +6.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | +0.33% | +11.16% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.98% | +0.32% | +41.82% | |
| 4 | INTC | Intel CORP | Stock-Tech | 2.75% | +0.06% | +19.91% | |
| 5 | T | At&t Inc | Stock-Comm Services | 2.54% | -0.18% | +16.80% | |
| 6 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.41% | -0.24% | +10.51% | |
| 7 | KR | Kroger Co | Stock-Consumer Staples | 2.34% | +0.06% | +18.84% | |
| 8 | NEM | Newmont CORP | Stock-Materials | 2.21% | +0.10% | -0.06% | |
| 9 | GWW | Ww Grainger Inc | Stock-Industrials | 2.16% | +0.12% | +8.59% | |
| 10 | ✓ | Laboratory Corp. of America | Stock-Other | 2.14% | +0.06% | +1.43% | |
| 11 | EXC | Exelon CORP | Stock-Utilities | 1.91% | — | -3.29% | |
| 12 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.88% | +0.56% | +6.03% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 1.80% | — | +3.88% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.04% | -6.41% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | -0.14% | +0.87% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.79% | -0.18% | +8.56% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.77% | -0.16% | +0.75% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.71% | — | +19.70% | |
| 19 | EG | Everest Group, Ltd. | Stock-Financials | 1.70% | +0.34% | +52.54% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | — | +4.24% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | -0.12% | -7.27% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.17% | +15.09% | |
| 23 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.37% | -0.17% | +6.55% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.32% | — | -1.29% | |
| 25 | ETR | Entergy CORP | Stock-Utilities | 1.26% | — | +10.60% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.11% | +16.77% | |
| 27 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 1.20% | — | +0.58% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 1.20% | — | +10.08% | |
| 29 | AZO | Autozone Inc | Stock-Consumer Disc | 1.19% | +0.02% | -1.13% | |
| 30 | C | Citigroup Inc | Stock-Financials | 1.19% | +0.19% | +26.98% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 1.15% | +0.27% | +60.89% | |
| 32 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.12% | +0.14% | +5.37% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 1.07% | +0.11% | +27.28% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 1.04% | +0.36% | +82.34% | |
| 35 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.04% | +0.02% | +7.21% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | — | — | |
| 37 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.03% | -0.01% | +34.54% | |
| 38 | FFIV | F5 Inc | Stock-Tech | 1.00% | +0.15% | +17.60% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | — | -3.13% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | — | -15.49% | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.96% | +0.29% | +63.97% | |
| 42 | MSI | Motorola Solutions Inc | Stock-Tech | 0.90% | +0.05% | +30.74% | |
| 43 | HPQ | Hp Inc | Stock-Tech | 0.89% | — | +20.39% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.03% | -4.24% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.85% | +0.23% | +55.75% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | — | -2.74% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.83% | — | +4.91% | |
| 48 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.82% | — | +10.76% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.19% | +40.13% | |
| 50 | PSA | Public Storage | Stock-Real Estate | 0.77% | +0.47% | +243.10% |
1–50 of 110
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2020 Q2 | 110 | $497.1M | 29 | ||
| 2020 Q1 | 111 | $382.5M | 28 | ||
| 2019 Q4 | 110 | $447.8M | 20 | ||
| 2019 Q3 | 114 | $421.5M | 12 | ||
| 2019 Q2 | 118 | $416.6M | 15 | ||
| 2019 Q1 | 117 | $391.7M | 29 | ||
| 2018 Q4 | 116 | $320.7M | 31 | ||
| 2018 Q3 | 118 | $341.6M | 15 | ||
| 2018 Q2 | 125 | $340.2M | 17 | ||
| 2018 Q1 | 122 | $341.1M | 17 | ||
| 2017 Q4 | 108 | $362.2M | 16 | ||
| 2017 Q3 | 110 | $366.4M | 19 | ||
| 2017 Q2 | 111 | $371.2M | 16 | ||
| 2017 Q1 | 117 | $393.2M | 14 | ||
| 2016 Q4 | 118 | $381.0M | 23 | ||
| 2016 Q3 | 115 | $376.9M | 19 | ||
| 2016 Q2 | 105 | $365.4M | 22 | ||
| 2016 Q1 | 115 | $361.3M | 31 | ||
| 2015 Q4 | 145 | $322.1M | 0 |
Holding changes this quarter
Accident Compensation CORP's most significant position changes for 2020-06-30: New buy: Progressive CORP (PGR); Add: Apple Inc (AAPL) — shares +6.83%; Add: Ebay Inc (EBAY) — shares +6.03%; Add: Public Storage (PSA) — shares +243.10%; Add: Bristol-myers Squibb Co (BMY) — shares +260.15%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +6.83% | Add |
| 2 | EBAY | Ebay Inc | +0.6% | +6.03% | Add |
| 3 | PSA | Public Storage | +0.5% | +243.10% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +0.4% | +260.15% | Add |
| 5 | CVS | Cvs Health CORP | +0.4% | +82.34% | Add |
| 6 | EG | Everest Group, Ltd. | +0.3% | +52.54% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +11.16% | Add |
| 8 | VZ | Verizon Communications Inc | +0.3% | +41.82% | Add |
| 9 | BXP | Bxp Inc | +0.3% | +500.20% | Add |
| 10 | TRV | Travelers Cos Inc/the | +0.3% | +63.97% | Add |
| 11 | ALL | Allstate CORP | +0.3% | +60.89% | Add |
| 12 | WM | Waste Management Inc | +0.2% | +55.75% | Add |
| 13 | ED | Consolidated Edison Inc | +0.2% | +153.08% | Add |
| 14 | C | Citigroup Inc | +0.2% | +26.98% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +40.13% | Add |
| 16 | USB | US Bancorp | +0.2% | +87.52% | Add |
| 17 | FFIV | F5 Inc | +0.2% | +17.60% | Add |
| 18 | DGX | Quest Diagnostics Inc | +0.1% | +5.37% | Add |
| 19 | SKAA | Skechers USA Inc-cl A | +0.1% | +17.46% | Add |
| 20 | WPC | Wp Carey Inc | +0.1% | +45.55% | Add |
| 21 | GWW | Ww Grainger Inc | +0.1% | +8.59% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.77% | Add |
| 23 | MCK | Mckesson CORP | +0.1% | +27.28% | Add |
| 24 | NEM | Newmont CORP | +0.1% | -0.06% | Trim |
| 25 | BEN | Franklin Resources Inc | +0.1% | +25.03% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +11.11% | Add |
| 27 | GM | General Motors Co | +0.1% | +24.10% | Add |
| 28 | SBRA | Sabra Health Care Reit Inc | +0.1% | +18.24% | Add |
| 29 | FIS | Fidelity National Info Serv | +0.1% | +44.54% | Add |
| 30 | INTC | Intel CORP | +0.1% | +19.91% | Add |
| 31 | KR | Kroger Co | +0.1% | +18.84% | Add |
| 32 | ✓ | Laboratory Corp. of America | +0.1% | +1.43% | Add |
| 33 | MSI | Motorola Solutions Inc | +0.1% | +30.74% | Add |
| 34 | DXC | Dxc Technology Co | 0% | +8.59% | Add |
| 35 | AZO | Autozone Inc | 0% | -1.13% | Trim |
| 36 | RIO | Rio Tinto Plc-spon Adr | 0% | +7.21% | Add |
| 37 | IBM | Intl Business Machines CORP | — | +19.70% | Add |
| 38 | MRSH | Marsh & Mclennan Cos | — | +4.91% | Add |
| 39 | SJM | Jm Smucker Co/the | 0% | +34.54% | Add |
| 40 | ACN | Accenture plc | 0% | -4.24% | Trim |
| 41 | META | Meta Platforms Inc-class A | 0% | -6.41% | Trim |
| 42 | ABBV | Abbvie Inc | -0.1% | -7.27% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.1% | +0.87% | Add |
| 44 | CSCO | Cisco Systems Inc | -0.2% | +0.75% | Add |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +15.09% | Add |
| 46 | HCA | Hca Healthcare Inc | -0.2% | +6.55% | Add |
| 47 | T | At&t Inc | -0.2% | +16.80% | Add |
| 48 | PG | Procter & Gamble Co/the | -0.2% | +8.56% | Add |
| 49 | CHKP | Check Point Software Technologies Ltd. | -0.2% | +10.51% | Add |
| 50 | PGR | Progressive CORP | — | NEW | New buy |
Filing History
FAQ
What is Accident Compensation CORP and what type of investor is it?
Accident Compensation CORP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2020-06-30), the firm manages a tracked equity portfolio valued at approximately $497.1M, spread across 110 disclosed positions.
What are Accident Compensation CORP's largest equity positions?
Based on the latest 13F filing, Accident Compensation CORP's top holdings by market value are:
1. Apple Inc (AAPL) — $25.7M (5.2%)
2. Microsoft CORP (MSFT) — $17.2M (3.5%)
3. Verizon Communications Inc (VZ) — $14.8M (3.0%)
4. Intel CORP (INTC) — $13.7M (2.8%)
5. At&t Inc (T) — $12.6M (2.5%)
What changes did Accident Compensation CORP make in its most recent portfolio filing?
In the latest reported quarter, Accident Compensation CORP made 50 notable position adjustments: 1 new positions were initiated, 44 existing holdings were added to, 5 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Progressive CORP (PGR); Add: Apple Inc (AAPL) — shares +6.83%; Add: Ebay Inc (EBAY) — shares +6.03%; Add: Public Storage (PSA) — shares +243.10%; Add: Bristol-myers Squibb Co (BMY) — shares +260.15%
What sectors does Accident Compensation CORP focus on?
Accident Compensation CORP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.1%
• Health Care: 18.8%
• Communication Services: 18.5%
• Consumer Staples: 13.1%
• Financials: 9.2%
• Consumer Discretionary: 5.2%
Investment Profile
Accident Compensation CORP's portfolio is broadly diversified and moderately active, with 33.1% of the portfolio concentrated in Information Technology.
It has added to its MSFT position over the past two quarters (+$8.0M, now $17.2M), while trimming CPRI over the same stretch (-$3.8M, still holding $959.0K).
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Developer Access
Access Accident Compensation CORP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/accident-compensation-corpCLI
npx alphasmo institutions get accident-compensation-corp