BIONDO INVESTMENT ADVISORS, LLC

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Biondo Investment Advisors is based out of Milford. Biondo Investment Advisors is a large advisory firm with 700 clients and discretionary assets under management (AUM) of $578,400,439 (Form ADV from 2020-06-29). Their last reported 13F filing for Q4 2020 included $521,831,000 in managed 13F securities and a top 10 holdings concentration of 49.43%. Biondo Investment Advisors's largest holding is Apple Inc with shares held of 347,243. Biondo Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 50 13F filings

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12/31/2020

13F Activity

  • Market Value $521.831 Million
  • Prior Market Value $461.247 Million
  • New Purchases5 stocks
  • Additional Purchases42 stocks
  • Sold out of3 stocks
  • Reduced holdings in31 stocks
  • Top 10 Holdings % 49.43 %
  • Turnover % [1]:9.41%
  • Turnover Alt % [2]: 3.06 %
  • Time Held Top20:17.20 quarters
  • Time Held Top10:19.10 quarters
  • Time Held All:15.47 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 13.95%
Performance Last 4 Quarters: 30.49%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BIONDO INVESTMENT ADVISORS LLC
540 ROUTE 6 & 209
MILFORD PA    18337
Country: United States

Business Phone: 570-296-5525
Fax: 570-296-5527
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 15
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,FINANCIAL PLANNING
Amount of client funds and securities:
Total Number of Clients: 700
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
BIONDO, JOSEPH, RALPH FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
THE BIONDO GROUP LLC OWNER 11/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC OWNER direct 2003-11-01
BIONDO, JOSEPH, PETER CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS SENIOR WEALTH ADVISOR, MEMBER-THE BIONDO GROUP, LLC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE CHIEF OPERATING OFFICER, MEMBER-THE BIONDO GROUP, LLC 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
DUTKUS, NICOLE, ANN CHIEF COMPLIANCE OFFICER 03/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2020-03-01
GOGINSKY, SCOTT, ALAN PORTFOLIO MANAGER & RESEARCH ANALYST, MEMBER-THE BIONDO GROUP, LLC 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC PORTFOLIO MANAGER & RESEARCH ANALYST, MEMBER-THE BIONDO GROUP, LLC direct 2020-01-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2020-01-01
BIONDO, JOSEPH, RALPH MEMBER THE BIONDO GROUP LLC 02/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
BIONDO, JOSEPH, PETER MEMBER MANAGER THE BIONDO GROUP LLC 01/01/2005 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS MEMBER THE BIONDO GROUP LLC 08/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE MEMBER THE BIONDO GROUP LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
GOGINSKY, SCOTT, ALAN MEMBER THE BIONDO GROUP LLC 01/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC PORTFOLIO MANAGER & RESEARCH ANALYST, MEMBER-THE BIONDO GROUP, LLC direct 2020-01-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2020-01-01

BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2019-08-22
Name Title Start Date Direct/Indirect % Ownership
BIONDO, JOSEPH, RALPH FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
THE BIONDO GROUP LLC OWNER 11/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC OWNER direct 2003-11-01
BIONDO, JOSEPH, PETER CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS SENIOR WEALTH ADVISOR, MEMBER-THE BIONDO GROUP, LLC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE CHIEF OPERATIONS OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE INTERIM CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
BIONDO, JOSEPH, RALPH MEMBER THE BIONDO GROUP LLC 02/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
BIONDO, JOSEPH, PETER MEMBER MANAGER THE BIONDO GROUP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS MEMBER THE BIONDO GROUP, LLC 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01

BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BIONDO, JOSEPH, RALPH FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
THE BIONDO GROUP LLC OWNER 11/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC OWNER direct 2003-11-01
BIONDO, JOSEPH, PETER CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS SENIOR WEALTH ADVISOR, MEMBER-THE BIONDO GROUP, LLC 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE CHIEF OPERATIONS OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE INTERIM CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
BIONDO, JOSEPH, RALPH MEMBER THE BIONDO GROUP LLC 02/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
BIONDO, JOSEPH, PETER MEMBER MANAGER THE BIONDO GROUP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS MEMBER THE BIONDO GROUP, LLC 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01

BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
BIONDO, JOSEPH, RALPH FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
THE BIONDO GROUP LLC OWNER 11/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC OWNER direct 2003-11-01
BIONDO, JOSEPH, PETER CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
MORAN, BRIAN, MICHAEL CHIEF COMPLIANCE OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
STERLING CAPITAL MANAGEMENT LLC EXECUTIVE DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2014-07-01
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC VICE PRESIDENT, FIELD INSPECTION direct 2001-12-01 2002-08-21
STRUCTURED CREDIT PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2006-11-17
STRUCTURED ASSET INVESTORS, LLC CHIEF COMPLIANCE OFFICER direct 2004-10-01 2006-11-30
TIAA-CREF TUITION FINANCING, INC. CHIEF COMPLIANCE OFFICER direct 2011-02-01 2012-03-21
TIAA-CREF TUITION FINANCING, INC. DIRECTOR direct 2011-02-01 2013-03-28
SULLIVAN-CORNELL, GENEVIEVE, CATHERINE CHIEF OPERATIONS OFFICER 09/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATIONS OFFICER direct 2018-09-01
BIONDO, JOSEPH, RALPH MEMBER THE BIONDO GROUP LLC 02/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
BIONDO, JOSEPH, PETER MEMBER MANAGER THE BIONDO GROUP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS MEMBER THE BIONDO GROUP, LLC 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01

BIONDO INVESTMENT ADVISORS LLC

ownership team - last updated 2017-05-19
Name Title Start Date Direct/Indirect % Ownership
BIONDO, JOSEPH, RALPH FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
THE BIONDO GROUP LLC OWNER 11/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC OWNER direct 2003-11-01
PAVEK, EUGENIA CHIEF COMPLIANCE OFFICER 04/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2005-04-01
BIONDO, JOSEPH, PETER CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01
BIONDO, JOSEPH, RALPH MEMBER THE BIONDO GROUP LLC 02/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC CEO direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC CEO, MEMBER-THE BIONDO GROUP, LLC direct 2003-11-01
BIONDO INVESTMENT ADVISORS LLC 100% OWNER indirect 2003-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC 10% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC FOUNDER, SR. PORTFOLIO MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
BIONDO, JOSEPH, PETER MEMBER MANAGER THE BIONDO GROUP, LLC 01/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC 90% OWNER indirect 2004-02-01
BIONDO INVESTMENT ADVISORS LLC CHIEF OPERATING OFFICER direct 2004-11-01
BIONDO INVESTMENT ADVISORS LLC MEMBER MANAGER indirect 2005-01-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CHIEF INVESTMENT OFFICER direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CIO, MANAGER-THE BIONDO GROUP, LLC direct 2007-12-01
BIONDO INVESTMENT ADVISORS LLC CEO, CIO, MANAGER, MEMBER-THE BIONDO GROUP, LLC direct 2015-01-01
WAGNER, KARL, AUGUSTUS MEMBER THE BIONDO GROUP, LLC 08/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
BIONDO INVESTMENT ADVISORS LLC DIRECTOR OF BUSINESS DEVELOPMENT direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC DIR BUSINESS DEVELOPMENT, MEMBER-THE BIONDO GROUP, LLC direct 2013-08-01
BIONDO INVESTMENT ADVISORS LLC MEMBER indirect 2013-08-01

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