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CIK: 0002156071
Total reported value
$68.4M
$68.4M
144 檔
31.9%
During the Q1 2026 filing period, Altar Rock LLC (CIK: 0002156071) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $68.4M across 144 reported positions.
Altar Rock LLC executed strategic sector rebalancing during Q1 2026, establishing 41 new positions while fully exiting 36 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | ETF-Other | 6.28% | +2.00% | — | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.32% | +2.24% | — | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.99% | +2.48% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 4.67% | +0.30% | — | |
| 5 | AMG | Affiliated Managers Group | Stock-Financials | 4.37% | +0.92% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.06% | +1.68% | — | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.06% | +1.71% | — | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.55% | +1.62% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.16% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.12% | — | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.33% | — | — | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.21% | +0.65% | — | |
| 13 | EWX | State Street Spdr S&p Emergi | ETF-Other | 2.17% | +0.89% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.26% | — | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.64% | +0.61% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.38% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.24% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.09% | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | +0.72% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.26% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.09% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | -0.21% | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.03% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.27% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.27% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.08% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | +0.14% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.52% | EXIT | |
| 29 | TXG | 10x Genomics Inc-class A | Stock-Other | 0.51% | +0.08% | — | |
| 30 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.51% | -0.04% | — | |
| 31 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.50% | -0.50% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | +0.02% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.27% | — | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | +0.07% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | +0.01% | — | |
| 36 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.43% | +0.04% | — | |
| 37 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.43% | -0.43% | EXIT | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.43% | EXIT | |
| 39 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.42% | -0.42% | EXIT | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.41% | EXIT | |
| 41 | FIVE | Five Below | Stock-Consumer Disc | 0.40% | -0.40% | EXIT | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.39% | EXIT | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.38% | EXIT | |
| 44 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 0.37% | -0.37% | EXIT | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | +0.33% | — | |
| 46 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.37% | +0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.03% | — | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.36% | -0.36% | EXIT | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | +0.08% | — | |
| 50 | CRUS | Cirrus Logic Inc | Stock-Tech | 0.36% | -0.36% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | +2.3% | NEW | New buy |
| 2 | MTCH | Match Group Inc | +0.3% | NEW | New buy |
| 3 | ESS | Essex Property Trust Inc | +0.3% | NEW | New buy |
| 4 | TMUS | T-mobile US Inc | +0.3% | NEW | New buy |
| 5 | COP | Conocophillips | +0.3% | NEW | New buy |
| 6 | JNJ | Johnson & Johnson | +0.3% | NEW | New buy |
| 7 | GWW | Ww Grainger Inc | +0.3% | NEW | New buy |
| 8 | ST | Sensata Technologies Holding plc | +0.3% | NEW | New buy |
| 9 | TWLO | Twilio Inc - A | +0.3% | NEW | New buy |
| 10 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 11 | SSNC | Ss&c Technologies Holdings | +0.3% | NEW | New buy |
| 12 | FHB | First Hawaiian Inc | +0.3% | NEW | New buy |
| 13 | TER | Teradyne Inc | +0.3% | NEW | New buy |
| 14 | AVUV | Avantis US Small Cap Value | +0.3% | — | Add |
| 15 | VRSN | Verisign Inc | +0.3% | NEW | New buy |
| 16 | RNG | Ringcentral Inc-class A | +0.3% | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | +0.3% | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | +0.3% | NEW | New buy |
| 19 | AVLV | Avantis US Large Cap Value | +0.3% | — | Add |
| 20 | FCN | Fti Consulting Inc | +0.3% | NEW | New buy |
| 21 | DPZ | Domino's Pizza Inc | +0.3% | NEW | New buy |
| 22 | LAMR | Lamar Advertising Co-a | +0.3% | NEW | New buy |
| 23 | LSTR | Landstar System Inc | +0.3% | NEW | New buy |
| 24 | MCO | Moody's CORP | +0.3% | NEW | New buy |
| 25 | DUK | Duke Energy CORP | +0.3% | NEW | New buy |
| 26 | CTSH | Cognizant Tech Solutions-a | +0.3% | NEW | New buy |
| 27 | KHC | Kraft Heinz Co/the | +0.3% | NEW | New buy |
| 28 | CF | Cf Industries Holdings Inc | +0.3% | NEW | New buy |
| 29 | CTAS | Cintas CORP | +0.3% | NEW | New buy |
| 30 | FANG | Diamondback Energy Inc | +0.3% | NEW | New buy |
| 31 | TTWO | Take-two Interactive Softwre | +0.2% | NEW | New buy |
| 32 | CMI | Cummins Inc | +0.2% | NEW | New buy |
| 33 | FFIV | F5 Inc | +0.2% | NEW | New buy |
| 34 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 35 | SLB | Slb LTD | +0.2% | NEW | New buy |
| 36 | SEIC | Sei Investments Company | +0.2% | NEW | New buy |
| 37 | FAF | First American Financial | +0.2% | NEW | New buy |
| 38 | BBY | Best Buy Co Inc | +0.2% | NEW | New buy |
| 39 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 40 | SAN | Banco Santander Sa-spon Adr | +0.2% | NEW | New buy |
| 41 | LEG | Leggett & Platt Inc | +0.2% | NEW | New buy |
| 42 | XOM | Exxon Mobil CORP | +0.2% | — | Add |
| 43 | INGR | Ingredion Inc | +0.2% | — | Add |
| 44 | AVEM | Avantis Emerging Markets Eq | +0.2% | — | Add |
| 45 | FIVE | Five Below | +0.1% | — | Add |
| 46 | WMT | Walmart Inc | +0.1% | — | Add |
| 47 | AVDE | Avantis International Equity | +0.1% | — | Add |
| 48 | AVDV | Avantis Intl S/c Value ETF | +0.1% | — | Add |
| 49 | TXG | 10x Genomics Inc-class A | +0.1% | — | Add |
| 50 | CVX | Chevron CORP | +0.1% | — | Trim |
According to official SEC Form 13F filings, Altar Rock LLC reported a total U.S. public equity portfolio value of $68.4M across 144 disclosed positions in Q1 2026.
During Q1 2026, Altar Rock LLC's top holdings by market value included AVDE (6.3%)、AVLV (5.3%)、AVEM (5.0%). The largest single position, AVDE, represented 6.3% 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 AVDE, AVLV, AVEM) accounted for 31.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUB
市值: $2.0M
Top Position Liquidated / Trimmed
ADBE
前期市值: $368.5K
In Q1 2026, Altar Rock LLC made 175 total portfolio adjustments, initiating 41 new buys, adding to 56 positions, trimming 42 holdings, and fully liquidating 36 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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