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CIK: 0001890241
Total reported value
$23.4M
$23.4M
80 檔
68.5%
As reported in its official Q1 2024 Form 13F filing, AJOVista, LLC's tracked investment portfolio stood at $23.4M with 80 total positions.
During Q1 2024, AJOVista, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including KSA, VIPS, HMY) accounted for 68.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 18.73% | — | -1.14% | |
| 2 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 7.95% | — | -34.57% | |
| 3 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 6.06% | — | -1.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.11% | — | +1.08% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | — | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | — | +1.22% | |
| 8 | DRD | Drdgold Ltd-sponsored Adr | Stock-Other | 2.19% | — | -1.10% | |
| 9 | ATHM | Autohome Inc-adr | Stock-Other | 2.15% | — | +27.64% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | — | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | — | — | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | — | +11.15% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | — | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | — | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | — | — | |
| 17 | O | Realty Income CORP | Stock-Real Estate | 0.83% | — | — | |
| 18 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.80% | — | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | — | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | — | — | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | — | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.77% | — | — | |
| 23 | KEYS | Keysight Technologies In | Stock-Tech | 0.75% | — | — | |
| 24 | HIMX | Himax Technologies Inc-adr | Stock-Other | 0.74% | — | -30.35% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.73% | — | — | |
| 26 | FIS | Fidelity National Info Serv | Stock-Tech | 0.70% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | — | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | — | — | |
| 29 | MTD | Mettler-toledo International | Stock-Healthcare | 0.69% | — | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.67% | — | — | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.67% | — | — | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | — | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.65% | — | — | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.64% | — | — | |
| 35 | FINV | Finvolution Group-adr | Stock-Other | 0.64% | — | -64.33% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.64% | — | — | |
| 37 | DOW | Dow Inc | Stock-Materials | 0.64% | — | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | — | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.63% | — | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.63% | — | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | — | +0.43% | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.63% | — | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | — | — | |
| 44 | ADSK | Autodesk Inc | Stock-Tech | 0.60% | — | — | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.60% | — | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 47 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.59% | — | — | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | — | — | |
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.57% | — | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.57% | — | — |
According to official SEC Form 13F filings, AJOVista, LLC reported a total U.S. public equity portfolio value of $23.4M across 80 disclosed positions in Q1 2024.
During Q1 2024, AJOVista, LLC's top holdings by market value included KSA (18.7%)、VIPS (8.0%)、HMY (6.1%). The largest single position, KSA, represented 18.7% of total portfolio value.
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 Q1 2024, AJOVista, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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