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Allied Irish Banks PLC Historical SEC 13F Holdings & Archive (Q3 2013)
Allied Irish Banks PLCCIK: 0000850364
Momentum followerQuality / disciplined sizing
Total reported value
$1.1M
Reporting period: 2013-09-30 · Number of holdings: 22
ALLIED IRISH BANKS PLC disclosed 22 holdings in its latest 13F filing for the period ending 2013-09-30, with total reported value of $1.1M and a quarterly turnover rate of 29.7%.
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Personality snowflake
- Concentration
- 22.67
- Portfolio Stability
- 29.7
- Momentum
- 100
- Sector conviction
- 58.03
- Diversification
- 44
- Sizing Uniformity
- 94.92
Allied Irish Banks PLC's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, close to its 22 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.51), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd JNJ
+40.0% $25.0K
Trim ABBV
-70.2% -$29.0K
Trim ABT
-70.2% -$27.0K
Add ITW
0.0% $7.0K
Add MDLZ
0.0% $6.0K
Add HON
0.0% $4.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 8.07% | +0.13% | — | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.72% | +2.54% | +40.00% | |
| 3 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 7.54% | +0.60% | — | |
| 4 | ITW | Illinois Tool Works | Stock-Industrials | 7.36% | +1.01% | — | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 7.10% | +0.24% | — | |
| 6 | HON | Honeywell International Inc | Stock-Industrials | 6.65% | +0.71% | — | |
| 7 | GSK | GSK plc | Stock-Healthcare | 5.86% | +0.43% | — | |
| 8 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 5.50% | +0.82% | — | |
| 9 | SO | Southern Co/the | Stock-Utilities | 5.32% | -0.11% | — | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 5.24% | +0.31% | — | |
| 11 | SYY | Sysco CORP | Stock-Consumer Staples | 5.15% | -0.03% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.35% | +4.35% | NEW | |
| 13 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 4.17% | +0.32% | — | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.19% | +0.43% | — | |
| 15 | C | Citigroup Inc | Stock-Financials | 3.19% | +0.26% | — | |
| 16 | KHC | The Kraft Heinz Company | Stock-Consumer Staples | 3.02% | +0.01% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.02% | +3.02% | NEW | |
| 18 | FDX | Fedex CORP | Stock-Industrials | 3.02% | +0.60% | — | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.33% | -0.01% | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | -2.36% | -70.15% | |
| 21 | BP | Bp Plc-spons Adr | Stock-Energy | 1.06% | +0.06% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -2.20% | -70.15% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Allied Irish Banks PLC's most significant position changes for 2013-09-30: Sold out: Orasure Technologies Inc (OSUR); New buy: Jpmorgan Chase & Co (JPM); New buy: Merck & Co. Inc. (MRK); Add: Johnson & Johnson (JNJ) — shares +40.00%; Trim: Abbvie Inc (ABBV) — shares -70.15%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +2.5% | +40.00% | Add |
| 2 | ITW | Illinois Tool Works | +1% | — | Unchanged |
| 3 | MDLZ | Mondelez International Inc-a | +0.8% | — | Unchanged |
| 4 | HON | Honeywell International Inc | +0.7% | — | Unchanged |
| 5 | FDX | Fedex CORP | +0.6% | — | Unchanged |
| 6 | CL | Colgate-palmolive Co | +0.6% | — | Unchanged |
| 7 | VGT | Vanguard Info Tech ETF | +0.4% | — | Unchanged |
| 8 | GSK | GSK plc | +0.4% | — | Unchanged |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | — | Unchanged |
| 10 | WFC | Wells Fargo & Co | +0.3% | — | Unchanged |
| 11 | C | Citigroup Inc | +0.3% | — | Unchanged |
| 12 | MCD | Mcdonald's CORP | +0.2% | — | Unchanged |
| 13 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 14 | BP | Bp Plc-spons Adr | +0.1% | — | Unchanged |
| 15 | KHC | The Kraft Heinz Company | 0% | — | Unchanged |
| 16 | INTC | Intel CORP | 0% | — | Unchanged |
| 17 | SYY | Sysco CORP | 0% | — | Unchanged |
| 18 | SO | Southern Co/the | -0.1% | — | Unchanged |
| 19 | ABT | Abbott Laboratories | -2.2% | -70.15% | Trim |
| 20 | ABBV | Abbvie Inc | -2.4% | -70.15% | Trim |
| 21 | OSUR | Orasure Technologies Inc | — | EXIT | Sold out |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | MRK | Merck & Co. Inc. | — | NEW | New buy |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Allied Irish Banks PLC and what type of investor is it?
Allied Irish Banks PLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-09-30), the firm manages a tracked equity portfolio valued at approximately $1.1M, spread across 22 disclosed positions.
What are Allied Irish Banks PLC's largest equity positions?
Based on the latest 13F filing, Allied Irish Banks PLC's top holdings by market value are:
1. Exxon Mobil CORP (XOM) — $91.0K (8.1%)
2. Johnson & Johnson (JNJ) — $87.0K (7.7%)
3. Colgate-palmolive Co (CL) — $85.0K (7.5%)
4. Illinois Tool Works (ITW) — $83.0K (7.4%)
5. Mcdonald's CORP (MCD) — $80.0K (7.1%)
What changes did Allied Irish Banks PLC make in its most recent portfolio filing?
In the latest reported quarter, Allied Irish Banks PLC made 6 notable position adjustments: 2 new positions were initiated, 1 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Orasure Technologies Inc (OSUR); New buy: Jpmorgan Chase & Co (JPM); New buy: Merck & Co. Inc. (MRK); Add: Johnson & Johnson (JNJ) — shares +40.00%; Trim: Abbvie Inc (ABBV) — shares -70.15%
What sectors does Allied Irish Banks PLC focus on?
Allied Irish Banks PLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 28.9%
• Financials: 21.6%
• Industrials: 16.4%
• Energy: 13.7%
• Consumer Discretionary: 12.0%
• Consumer Staples: 5.1%
Investment Profile
Allied Irish Banks PLC's portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 30 over the past 1 quarters — a shift toward more active trading.
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Developer Access
Access Allied Irish Banks PLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/allied-irish-banks-plcCLI
npx alphasmo institutions get allied-irish-banks-plc