Week 145 – Intermediate

If you weren’t aware, this week Snowflake Intelligence went into public preview!

Obviously as an incredibly intelligent individual, Prof Frosty has already devised a challenge for his eager students.

The challenge is as follows:

• Install the SEC Filings data share
• Set up Snowflake Intelligence
• Download the following semantic models:
  • company_reference
  • fund_holdings_13f
  • sec_filings
• Upload them to a stage
• Create an agent with Snowflake Intelligence that will be able to route questions to the appropriate semantic model
• Provide the following sample questions:
  • For Walmart Inc., what are the counts of 10-K, 10-Q, and 8-K filings and the latest filing date
  • Which companies have a primary ticker in the Company Index sample, and what are those tickers?
  • Show the primary ticker and latest SEC filing date for Apple Inc.
  • List five registrants with the highest filing counts in the sample and include each latest filing date.
  • Which SIC descriptions appear in the industry sample, and how many registrants does each have?
  • Find companies with non-December fiscal year-ends and display their FYE (MM-DD).
  • What is the primary ticker for QVC Group, Inc., and what’s its latest SEC filing date?
  • Which filing managers (13F/holdings) in the sample have 40+ filings, and when was their most recent filing?
  • Which holdings attributes have the most non-null rows (e.g., MARKET_VALUE, NUMBER_OF_SHARES)? Return company name → primary ticker pairs for the tickers sample (e.g., Northern Trust Corp → NTRS).
  • Which registrants in the sample have fewer than 5 filings total, and what are their latest filing dates?
  • From the overlapping companies sample, list tickers for ESS Tech, Tango Therapeutics, and Halliburton with each latest filing date.
  • Show companies with LEIs and their LEI codes from the LEI sample.
  • From the common income measures sample, list five measures and the count of companies reporting each.
  • Identify airline/air-related candidates by name and show any available SIC description.
• Login to Snowflake Intelligence and select your FROSTY AGENT
• Ask it the following ground truth questions:
  • What is the primary ticker and latest SEC filed date for Apple Inc.?
  • Which holdings attribute has the largest non-null row count? Return the field and non_null_rows.
  • Provide the primary ticker for Northern Trust Corp.
  • List the filing manager name, filing_count, and latest_filing_date for Osborne Partners Capital Management, LLC.

Happy Intelligencing!