HOLLENCREST Overview
Hollencrest Securities Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 15 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/01 to 12/31/22. The fund's latest filing disclosed 809MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/01 to 12/31/22. The fund's latest filing disclosed 809MM in positions, representing 70% of the manager's regulatory AUM.
HOLLENCREST StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOLLENCREST Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 12.71% | ETF | 2.6% | 0% | 0 | 34% | ||
| UPS | 7.59% | Industrials | -10.71% | -0.6% | 0 | 24% | ||
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FEATURED IN
HOLLENCREST Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter Joseph Pellizzon | Managing Member | September-1998 |
| Gregory Paul Pellizzon | Managing Member | January-2000 |
| Robert Burr Wolford | Municipal Ser. Principal | January-2000 |
| Robert Burr Wolford | Finop | July-2004 |
| Peter Joseph Pellizzon | Chief Compliance Officer | November-2004 |
| James Jr Konon | Operations Manager - Aml Officer | July-2006 |
| Peter Joseph Pellizzon | Rosfp | June-2008 |
| James Jr Konon | Rosfp | August-2008 |
| Michael Ashley Schulman | Managing Director | March-2009 |
HOLLENCREST Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HOLLENCREST Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Method of Analysis:
Hollencrest incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. We utilize data from a number of sources (as identified below). We then apply our proprietary screens and analysis methodologies to the data gathered. The output of this analysis is the securities, asset classes, industries, and asset allocation weights that we use to guide our investment decisions. We then implement this information for investment or recommendation to our Clients.
Sources of Information:
Information sources we use to gather information to provide advice include the following:
• Bloomberg
• BCA Research
• Lombard
• Investors Business Daily
• Yardeni Research
• William O’Neil
• Other similar services and resources
Method of Analysis:
Hollencrest incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. We utilize data from a number of sources (as identified below). We then apply our proprietary screens and analysis methodologies to the data gathered. The output of this analysis is the securities, asset classes, industries, and asset allocation weights that we use to guide our investment decisions. We then implement this information for investment or recommendation to our Clients.
Sources of Information:
Information sources we use to gather information to provide advice include the following:
• Bloomberg
• BCA Research
• Lombard
• Investors Business Daily
• Yardeni Research
• William O’Neil
• Other similar services and resources
HOLLENCREST Portfolio Concentration
HOLLENCREST Location
100 BAYVIEW CIRCLE
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660-8903
SUITE 500
NEWPORT BEACH, California
UNITED STATES, 92660-8903
HOLLENCREST Contact Information
Phone Number: 949-737-7700
Fax Number: 949-737-7703
Website: http://www.hollencrest.com
Fax Number: 949-737-7703
Website: http://www.hollencrest.com
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