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CIK: 0001890241
Total reported value
$23.4M
$23.4M
75 檔
66.8%
During the Q2 2024 filing period, AJOVista, LLC (CIK: 0001890241) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $23.4M across 75 reported positions.
During Q2 2024, AJOVista, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KSA | Ishrs Msci Saudi Arabia ETF | ETF-Other | 18.34% | — | — | |
| 2 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 7.07% | — | -2.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.68% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.64% | — | +979.51% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.31% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | — | — | |
| 7 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 3.16% | — | -52.63% | |
| 8 | ATHM | Autohome Inc-adr | Stock-Other | 2.90% | — | +20.97% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | — | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | — | — | |
| 12 | SCCO | Southern Copper CORP | Stock-Materials | 2.10% | — | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | — | +17.49% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.45% | — | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | — | +1.07% | |
| 16 | HIMX | Himax Technologies Inc-adr | Stock-Other | 1.15% | — | -1.67% | |
| 17 | DRD | Drdgold Ltd-sponsored Adr | Stock-Other | 1.11% | — | -54.40% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | — | — | |
| 20 | O | Realty Income CORP | Stock-Real Estate | 0.86% | — | — | |
| 21 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.83% | — | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | — | — | |
| 23 | OKE | Oneok Inc | Stock-Energy | 0.79% | — | — | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | — | — | |
| 25 | MTD | Mettler-toledo International | Stock-Healthcare | 0.77% | — | — | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | — | — | |
| 27 | FIS | Fidelity National Info Serv | Stock-Tech | 0.76% | — | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | — | +9.13% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | — | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.71% | — | — | |
| 32 | AXP | American Express Co | Stock-Financials | 0.70% | — | — | |
| 33 | KEYS | Keysight Technologies In | Stock-Tech | 0.69% | — | — | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | — | — | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.67% | — | — | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.66% | — | — | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | — | — | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.65% | — | — | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.64% | — | — | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.64% | — | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | — | — | |
| 42 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.63% | — | — | |
| 43 | DOW | Dow Inc | Stock-Materials | 0.62% | — | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | — | — | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.62% | — | — | |
| 46 | ADSK | Autodesk Inc | Stock-Tech | 0.61% | — | — | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.60% | — | — | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.60% | — | — | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.60% | — | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | — | — |
According to official SEC Form 13F filings, AJOVista, LLC reported a total U.S. public equity portfolio value of $23.4M across 75 disclosed positions in Q2 2024.
During Q2 2024, AJOVista, LLC's top holdings by market value included KSA (18.3%)、HMY (7.1%)、AAPL (6.7%). The largest single position, KSA, represented 18.3% 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 terms of portfolio concentration, the top 5 core holdings (including KSA, HMY, AAPL) accounted for 66.8% of total reported equity market value during Q2 2024.
In Q2 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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