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CIK: 0001031972
Total reported value
$756.3M
$756.3M
41 檔
44.0%
As reported in its official Q4 2024 Form 13F filing, Academy Capital Management's tracked investment portfolio stood at $756.3M with 41 total positions.
In Q4 2024, Academy Capital Management displayed an active expansion posture, initiating 9 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.04% | +0.44% | -0.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 10.33% | -0.68% | +0.29% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.32% | +0.10% | +0.15% | |
| 4 | ✓ | Stock-Other | 10.28% | — | -0.76% | ||
| 5 | ✓ | Stock-Other | 9.47% | — | -0.75% | ||
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.32% | -0.26% | -0.59% | |
| 7 | ✓ | Stock-Other | 7.24% | — | -0.45% | ||
| 8 | ✓ | Stock-Other | 6.20% | — | -0.29% | ||
| 9 | ✓ | Stock-Other | 5.54% | — | -0.55% | ||
| 10 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.55% | -0.43% | EXIT | |
| 11 | ✓ | Stock-Other | 2.30% | — | -0.47% | ||
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.19% | -0.10% | EXIT | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.17% | -0.74% | — | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.96% | +2.13% | -0.64% | |
| 15 | ✓ | Stock-Other | 1.50% | — | -0.50% | ||
| 16 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 1.12% | -1.62% | EXIT | |
| 17 | ✓ | Stock-Other | 0.97% | — | -0.95% | ||
| 18 | C | Citigroup Inc | Stock-Financials | 0.87% | +0.13% | — | |
| 19 | ✓ | Stock-Other | 0.57% | — | +2.40% | ||
| 20 | ✓ | Stock-Other | 0.46% | — | — | ||
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.30% | +0.02% | — | |
| 22 | ✓ | Stock-Other | 0.25% | — | +29.32% | ||
| 23 | STEL | Stellar Bancorp Inc | Stock-Other | 0.17% | +0.14% | — | |
| 24 | ✓ | Cadence Bank Com | Stock-Other | 0.12% | — | — | |
| 25 | ✓ | Stock-Other | 0.11% | — | — | ||
| 26 | ✓ | Stock-Other | 0.08% | — | — | ||
| 27 | ✓ | Stock-Other | 0.08% | — | — | ||
| 28 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.01% | — | |
| 29 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.06% | — | -1.12% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.04% | — | — | |
| 31 | ✓ | Stock-Other | 0.04% | — | — | ||
| 32 | ✓ | Stock-Other | 0.04% | — | — | ||
| 33 | GLW | Corning Inc | Stock-Tech | 0.04% | +0.08% | — | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.04% | — | — | |
| 35 | ✓ | Stock-Other | 0.04% | — | — | ||
| 36 | ✓ | Stock-Other | 0.04% | — | — | ||
| 37 | LUV | Southwest Airlines Co | Stock-Industrials | 0.04% | +0.04% | NEW | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 39 | NHHS | Northstar Healthcare Income | Stock-Other | 0.01% | — | — | |
| 40 | ✓ | Stock-Other | 0.01% | — | — | ||
| 41 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVO | Novo-nordisk A/s-spons Adr | +2.2% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +1.1% | +0.15% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | — | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | — | Trim |
| 5 | AAPL | Apple Inc | +0.2% | -0.37% | Trim |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.64% | Trim |
| 7 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 8 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 9 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 10 | MRK | Merck & Co. Inc. | 0% | NEW | New buy |
| 11 | GLW | Corning Inc | 0% | NEW | New buy |
| 12 | APD | Air Products & Chemicals Inc | 0% | NEW | New buy |
| 13 | RTX | Rtx CORP | 0% | NEW | New buy |
| 14 | LUV | Southwest Airlines Co | 0% | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | 0% | — | Add |
| 16 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 17 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 18 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 19 | CME | Cme Group Inc | — | — | Unchanged |
| 20 | STEL | Stellar Bancorp Inc | — | — | Unchanged |
| 21 | CADE | Cadence Bank | — | — | Unchanged |
| 22 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 23 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 24 | BHC | Bausch Health Cos Inc | — | -1.12% | Trim |
| 25 | NHHS | Northstar Healthcare Income | — | — | Unchanged |
| 26 | ✓ | Fs Specialty Lending Fund | — | — | Unchanged |
| 27 | PVCT | Provectus Biopharmaceutica-a | — | — | Unchanged |
| 28 | MA | Mastercard Inc - A | 0% | — | Trim |
| 29 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 30 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 31 | SPGI | S&p Global Inc | -0.2% | — | Trim |
| 32 | BABA | Alibaba Group Holding-sp Adr | -0.2% | — | Add |
| 33 | POOL | Pool CORP | -0.2% | — | Trim |
| 34 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.2% | +5.05% | Add |
| 35 | PRI | Primerica Inc | -0.2% | — | Trim |
| 36 | PEP | Pepsico Inc | -0.4% | +1.41% | Add |
| 37 | META | Meta Platforms Inc-class A | -0.4% | — | Trim |
| 38 | IDXX | Idexx Laboratories Inc | -0.7% | — | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.59% | Trim |
| 40 | NSRGY | Nestle Sa-spons Adr | -0.8% | -0.59% | Trim |
| 41 | MSFT | Microsoft CORP | -0.8% | +0.29% | Add |
According to official SEC Form 13F filings, Academy Capital Management reported a total U.S. public equity portfolio value of $756.3M across 41 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 44.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVO
市值: $13.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $80.2M
During Q4 2024, Academy Capital Management's top holdings by market value included AAPL (14.0%)、MSFT (10.3%)、AMZN (10.3%). The largest single position, AAPL, represented 14.0% of total portfolio value.
In Q4 2024, Academy Capital Management made 28 total portfolio adjustments, initiating 9 new buys, adding to 6 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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