Apollon Financial, LLC SDHY — PGIM SHORT DUR HIG YLD OPP F

Ownership history in Apollon Financial, LLC  ·  10 quarters on record

AI Ownership Summary

Apollon Financial, LLC reported PGIM SHORT DUR HIG YLD OPP F (SDHY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2024 Q2. The latest visible filing shows SDHY at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Financial, LLC's position in PGIM SHORT DUR HIG YLD OPP F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SDHY was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SDHY stock page Apollon Financial, LLC fund profile Apollon Financial, LLC full holdings
How Apollon Financial, LLC held SDHY — position size vs. price
% of Fund (quarterly)    SDHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 110,568 +8,457 +8.3% 0.24% $1.8M 2026-04-22 $16.12
2025 Q4 REDUCED — — — 102,111 -2,567 -2.5% 0.24% $1.7M 2026-01-22 $16.26
2025 Q3 ADDED — — — 104,678 +532 +0.5% 0.29% $1.8M 2025-10-17 $15.90
2025 Q2 ADDED — — — 104,146 +1,232 +1.2% 0.37% $1.8M 2025-07-25 $15.74
2025 Q1 ADDED — — — 102,914 +8,131 +8.6% 0.40% $1.7M 2025-05-02 $14.96
2024 Q4 ADDED — — — 94,783 +3,931 +4.3% 0.38% $1.5M 2025-01-28 $14.95
2024 Q3 REDUCED — — — 90,852 -269 -0.3% 0.45% $1.5M 2024-11-05 $14.67
2024 Q2 ADDED — — — 91,121 +12,208 +15.5% 0.45% $1.4M 2024-07-19 $13.52
2024 Q1 ADDED — — — 78,913 +61,672 +357.7% 0.42% $1.2M 2024-05-02 $12.89
2023 Q4 INITIATED — — — 17,241 — — 0.10% $259K 2024-02-13 $12.72

🏢 Other funds also holding SDHY

As of 2026 Q1 — sorted by position size

Catalina Capital Group, LLC 0.24% Secure Asset Management, LLC 3Y 0.23% EVOLVE PRIVATE WEALTH, LLC 0.07% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.06% Noble Wealth Management PBC 0.06% Carnegie Investment Counsel 3Y 7Y 0.03% OPPENHEIMER & CO INC 3Y 7Y 0.01% RFG Advisory, LLC 3Y 7Y 0.01% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.0% WPG Advisers, LLC 0.0%

FAQ About Apollon Financial, LLC and SDHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apollon Financial, LLC reported owning SDHY?

Apollon Financial, LLC reported SDHY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SDHY position in Apollon Financial, LLC's portfolio?

The largest reported portfolio weight for SDHY was 0.45% in 2024 Q2.

What is the latest reported SDHY position on this page?

The most recent filing on this page is 2026 Q1, when Apollon Financial, LLC reported 110,568 shares, equal to 0.24% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SDHY ownership page compare?

The chart compares Apollon Financial, LLC's quarterly SDHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apollon Financial, LLC time their SDHY position?

Based on 13F filing dates vs. subsequent SDHY price moves, Apollon Financial, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on SDHY relative to SPY over the holding period was -6.8%.

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