Leland Thomson Reuters Venture Capital Index Fund
NORTHERN LIGHTS FUND TRUST III

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2020 → Sep 30, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
TWILIO INC CLASS A 0 13,895 13,895 1.42% $3.43M
OKTA INC CL A 0 10,749 10,749 0.95% $2.30M
FISERV INC 0 8,193 8,193 0.35% $844.29K
ALIGN TECHNOLOGY INC 0 1,481 1,481 0.20% $484.82K
ABBVIE INC 0 4,039 4,039 0.15% $353.78K
BANDWIDTH INC-A 0 46 46 0.00% $8.03K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
Citrix Systems Inc. COM USD0.001 11,151 0 -11,151 0.00% -$1.65M
CDW CORPORATION 12,909 0 -12,909 0.00% -$1.50M
General Electric Co. 113,971 0 -113,971 0.00% -$778.42K
Cerner Corp COM USD0.01 4,284 0 -4,284 0.00% -$293.67K
LILLY ELI and CO 1,254 0 -1,254 0.00% -$205.88K
SHENANDOAH TELECOM CO 117 0 -117 0.00% -$5.77K
T-Mobile US Inc 975 0 -975 0.00% -$164
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
Invesco Treasury Portfolio, Institutional Class 8,859,214 32,846,395 23,987,180 13.57% $23.99M
SERVICENOW INC 14,965 19,048 4,083 3.82% $3.18M
APPLE INC 18,414 75,110 56,696 3.59% $1.98M
ACCENTURE PLC-A 26,233 29,766 3,533 2.78% $1.09M
BLOCK INC CL A 30,518 38,211 7,693 2.57% $3.01M
ACTIVISION BLIZZARD INC 54,199 72,482 18,283 2.42% $1.75M
VISA INC-CLASS A 23,644 28,654 5,010 2.37% $1.16M
UNITEDHEALTH GRP 12,614 18,191 5,577 2.34% $1.95M
AUTODESK INC 18,402 24,100 5,698 2.30% $1.17M
UBER TECHNOLOGIES INC 112,252 141,118 28,866 2.13% $1.66M
EBAY INC 71,511 94,115 22,604 2.03% $1.15M
COGNIZANT TECH SOLUTIONS CL A 50,070 64,907 14,837 1.86% $1.66M
MERCADOLIBRE INC 3,223 4,056 833 1.81% $1.21M
ELECTRONIC ARTS INC 24,700 32,930 8,230 1.77% $1.03M
Twitter Inc COM USD0.000005 67,938 91,202 23,264 1.68% $2.03M
ABBOTT LABS 23,757 34,555 10,798 1.55% $1.59M
THERMO FISHER SCIENTIFIC INC 5,637 8,135 2,498 1.48% $1.55M
VERISK ANALYTICS INC 14,145 18,178 4,033 1.39% $961.09K
SYNOPSYS INC 11,795 15,338 3,543 1.36% $982.00K
CADENCE DESIGN SYSTEMS INC 23,641 30,461 6,820 1.34% $979.47K
DOCUSIGN INC 12,331 14,946 2,615 1.33% $1.09M
SNAP INC - A 91,220 123,186 31,966 1.33% $1.07M
WORKDAY INC CL A 11,572 14,864 3,292 1.32% $1.03M
COSTAR GROUP INC 2,893 3,734 841 1.31% $1.11M
ANSYS INC 7,093 9,328 2,235 1.26% $983.16K
AUTOMATIC DATA PROCESSING INC 20,450 21,275 825 1.23% -$77.15K
MEDTRONIC PLC 19,134 27,693 8,559 1.19% $1.12M
DANAHER CORP 9,054 13,072 4,018 1.16% $1.21M
PALO ALTO NETWORKS INC 8,670 11,380 2,710 1.15% $794.02K
SPLUNK INC 11,418 14,747 3,329 1.15% $505.60K
Spotify Technology SA 8,747 11,420 2,673 1.14% $511.76K
VERISIGN INC 8,859 11,590 2,731 0.98% $541.90K
PROCTER & GAMBLE 16,622 17,025 403 0.98% $378.81K
UNION PACIFIC CORP 10,050 11,123 1,073 0.90% $490.63K
AKAMAI TECHNOLOGIES INC 14,205 18,230 4,025 0.83% $493.93K
FORTINET INC 12,546 16,827 4,281 0.82% $260.20K
HONEYWELL INTL INC 10,150 11,347 1,197 0.77% $400.24K
UNITED PARCEL SERVICE INC CL B 9,992 11,124 1,132 0.77% $742.68K
LOCKHEED MARTIN CORP 3,763 4,265 502 0.68% $261.50K
CVS HEALTH CORP 18,269 27,471 9,202 0.66% $417.37K
3M CO 8,158 9,079 921 0.60% $181.71K
INTUITIVE SURGICAL INC 1,399 2,000 601 0.59% $621.89K
S&P GLOBAL INC 3,471 3,926 455 0.58% $272.09K
RTX CORP 21,420 24,109 2,689 0.57% $67.33K
STRYKER CORP 4,519 6,626 2,107 0.57% $566.38K
BOEING CO/THE 7,259 8,299 1,040 0.57% $40.92K
ELEVANCE HEALTH INC 3,418 4,947 1,529 0.55% $429.85K
CATERPILLAR INC 7,981 8,844 863 0.54% $309.49K
PEPSICO INC 9,253 9,516 263 0.54% $95.12K
COCA-COLA CO/THE 25,988 26,535 547 0.54% $148.89K
THE CIGNA GROUP 4,660 6,781 2,121 0.47% $274.32K
BECTON DICKINSON and CO 3,313 4,874 1,561 0.47% $341.38K
INTEL CORP 19,617 20,192 575 0.43% -$128.14K
AMAZON.COM INC 212 318 106 0.41% $416.43K
EDWARDS LIFESCIENCES CORP 8,449 12,232 3,783 0.40% $392.45K
HUMANA INC 1,592 2,266 674 0.39% $320.58K
JOHNSON&JOHNSON 3,946 6,298 2,352 0.39% $382.72K
BOSTON SCIENTIFIC CORP 16,486 23,659 7,173 0.37% $325.19K
LINDE PLC 3,003 3,650 647 0.36% $232.21K
BAXTER INTL INC 6,812 10,096 3,284 0.34% $225.41K
PHILIP MORRIS INTL INC 10,392 10,630 238 0.33% $69.08K
ILLUMINA INC 1,713 2,547 834 0.33% $152.82K
CISCO SYSTEMS INC 19,149 19,361 212 0.31% -$130.48K
VEEVA SYSTEMS-A 1,865 2,629 764 0.31% $302.06K
VERIZON COMMUNICATIONS INC 10,736 12,225 1,489 0.30% $135.39K
HCA HEALTHCARE INC 3,775 5,680 1,905 0.29% $341.78K
BERKSHIRE HATH-B 2,412 3,093 681 0.27% $228.06K
DEXCOM INC 1,055 1,529 474 0.26% $202.60K
AT&T INC 18,428 21,840 3,412 0.26% $65.58K
IDEXX LABS INC 1,072 1,554 482 0.25% $256.96K
QUALCOMM INC 5,104 5,117 13 0.25% $136.63K
TEXAS INSTRUMENTS INC 4,120 4,170 50 0.25% $72.32K
MONDELEZ INTL INC 9,685 9,851 166 0.23% $70.75K
CENTENE CORP 6,687 9,634 2,947 0.23% $136.99K
AGILENT TECHNOLOGIES INC 3,742 5,517 1,775 0.23% $226.21K
ZIMMER BIOMET HO 2,710 4,016 1,306 0.23% $223.27K
ALTRIA GROUP INC 12,423 12,785 362 0.20% $6.41K
PFIZER INC 8,884 13,370 4,486 0.20% $200.17K
JPMORGAN CHASE and CO 3,789 5,000 1,211 0.20% $124.96K
MERCK & CO 3,641 5,785 2,144 0.20% $198.31K
RESMED INC 1,803 2,655 852 0.19% $108.97K
COLGATE-PALMOLIVE CO 5,723 5,892 169 0.19% $35.30K
AIR PRODUCTS and CHEMICALS INC 1,150 1,377 227 0.17% $132.47K
ADV MICRO DEVICE 4,847 4,980 133 0.17% $153.31K
SHERWIN WILLIAMS CO 469 566 97 0.16% $123.34K
ECOLAB INC 1,439 1,737 298 0.14% $60.83K
AMGEN INC 848 1,361 513 0.14% $145.90K
NEWMONT CORP 4,156 5,256 1,100 0.14% $76.90K
KIMBERLY CLARK CORP 2,180 2,258 78 0.14% $25.27K
BANK OF AMERICA CORPORATION 9,873 13,102 3,229 0.13% $81.14K
ESTEE LAUDER COS INC CL A 1,339 1,385 46 0.12% $49.63K
DUPONT DE NEMOURS INC 3,947 4,739 792 0.11% $53.22K
APPLIED MATERIALS INC 4,071 4,183 112 0.10% $2.59K
DOW INC 4,177 4,959 782 0.10% $63.07K
HOME DEPOT INC 539 805 266 0.09% $88.53K
MICRON TECHNOLOGY INC 4,705 4,758 53 0.09% -$18.97K
EXXON MOBIL CORP 4,923 6,432 1,509 0.09% $654
CHEVRON CORP 2,225 2,870 645 0.09% $8.10K
PPG INDUSTRIES INC 1,321 1,588 267 0.08% $53.76K
WALT DISNEY CO/T 920 1,394 474 0.07% $70.38K
COMCAST CORP CL A 2,342 3,528 1,186 0.07% $71.91K
BALL CORP 1,609 1,930 321 0.07% $48.61K
AMERICAN TOWER CORP 499 660 161 0.07% $30.53K
CITIGROUP INC 2,651 3,511 860 0.06% $15.89K
WELLS FARGO & CO 4,672 6,272 1,600 0.06% $27.85K
FIDELITY NATL INFORM SVCS INC 741 953 212 0.06% $40.93K
T-MOBILE US INC 975 1,128 153 0.05% $27.45K
AMCOR PLC 9,059 10,949 1,890 0.05% $28.49K
CONOCOPHILLIPS 1,290 1,694 404 0.02% $1.43K
KINDER MORGAN INC 2,363 3,001 638 0.02% $1.16K
PHILLIPS 66 527 669 142 0.01% -$3.21K
WILLIAMS COS INC 1,350 1,710 360 0.01% $7.92K
SLB LTD 1,624 2,107 483 0.01% $2.92K
MARATHON PETROLEUM CORP 766 989 223 0.01% $384
LUMEN TECHNOLOGIES INC 2,274 2,709 435 0.01% $4.53K
EOG RESOURCES INC 590 759 169 0.01% -$2.61K
VALERO ENERGY CORP 461 579 118 0.01% -$2.03K
OPTIMUM COMMUNICATIONS INC A 786 925 139 0.01% $6.33K
GCI LIBERTY INC CL A 191 224 33 0.01% $4.78K
ZIFF DAVIS INC 110 128 18 0.00% $1.91K
IRIDIUM COMMUNICATIONS INC 238 276 38 0.00% $1.01K
COGENT COMMUNICATIONS HOLDINGS INC 90 106 16 0.00% -$597
US ULTRA BOND CBT Sep25 2,517,044 3,273,359 756,315 -9.26% -$35.11M
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
ALPHABET INC CL A 4,041 3,849 -192 2.33% -$89.25K
MASTERCARD INC CL A 12,961 11,878 -1,083 1.66% $184.22K
ORACLE CORP 68,884 66,892 -1,992 1.65% $186.23K
SALESFORCE INC 30,998 14,331 -16,667 1.49% -$2.21M
INTUIT INC 11,252 7,699 -3,553 1.04% -$821.24K
INTL BUS MACH CORP 23,635 20,633 -3,002 1.04% -$343.98K
META PLATFORMS INC CL A 16,764 8,499 -8,265 0.92% -$1.58M
MICROSOFT CORP 16,158 7,932 -8,226 0.69% -$1.62M
NVIDIA CORP 2,512 2,481 -31 0.55% $388.43K
WALMART INC 9,536 9,126 -410 0.53% $134.60K
PAYPAL HOLDINGS 24,347 5,736 -18,611 0.47% -$3.11M
NETFLIX INC 6,830 1,507 -5,323 0.31% -$2.35M
ADOBE INC 8,575 1,256 -7,319 0.25% -$3.12M
BROADCOM INC 1,326 1,306 -20 0.20% $57.30K

No positions in this category.

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