CS
Connolly Sarah T. Historical SEC 13F Holdings & Archive (Q4 2023)
Connolly Sarah T.CIK: 0001845262
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$1.1M
Reporting period: 2023-12-31 · Number of holdings: 4
Connolly Sarah T. disclosed 4 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $1.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 79.98
- Diversification
- 8
- Sizing Uniformity
- 97.03
Connolly Sarah T.'s disclosed holdings carry a Herfindahl concentration index of 0.267 — mathematically equivalent to about 4 equally-sized positions, close to its 4 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.30), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 35.15% | — | -96.76% | |
| 2 | NEE | Nextera Energy Inc | Stock-Utilities | 25.64% | — | -89.50% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 21.07% | — | -94.12% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 18.14% | — | -89.25% |
Portfolio Performance
Performance for Q3 2026
+8%
Performance Last 4 Quarters
+1.6%
- Stdev
- +13.9%
- Beta
- +0.75
- Alpha
- -4.1%
- Max Drawdown
- -12.8%
- Annualized Perf
- +10.4%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +1.42
- Stutzer
- +0.23
- Treynor
- +0.15
- Sterling
- +0.6
- Calmar
- +0.82
- Information Ratio
- -0.87
- Tracking Error
- +10.5%
- Stdev Down
- +7.7%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +33.4%
- Worst 12 Months
- -9.2%
- Efficiency Ratio
- +0.29
- Sharpe
- +0.78
- Stdev Sectors
- +6.4%
- Skewness
- +0.24
- Kurtosis
- -0.38
- Upside Potential
- +3.25
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
* 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.
Filing History
FAQ
What is Connolly Sarah T. and what type of investor is it?
Connolly Sarah T. 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 (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $1.1M, spread across 4 disclosed positions.
What are Connolly Sarah T.'s largest equity positions?
Based on the latest 13F filing, Connolly Sarah T.'s top holdings by market value are:
1. Microsoft CORP (MSFT) — $389.2K (35.1%)
2. Nextera Energy Inc (NEE) — $284.0K (25.6%)
3. Procter & Gamble Co/the (PG) — $233.3K (21.1%)
4. Abbott Laboratories (ABT) — $200.9K (18.1%)
What changes did Connolly Sarah T. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Connolly Sarah T. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Connolly Sarah T. focus on?
Connolly Sarah T. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.1%
• Utilities: 25.6%
• Consumer Staples: 21.1%
• Health Care: 18.1%
Investment Profile
Connolly Sarah T. returned an annualized 10.4% over the trailing 36 months — underperforming the S&P 500 by 4.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 35.1% of the portfolio concentrated in Information Technology.
Its concentration score has risen from 8 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has trimmed its MSFT position for two straight quarters, cutting it by $11.8M while still holding $389.2K.
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