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CIK: 0002067126
Total reported value
$268.0M
$268.0M
115 檔
26.5%
The Q4 2024 SEC filing reveals that Anb Bank held a total portfolio value of $268.0M, covering 115 public equity positions.
During Q4 2024, Anb Bank'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 IJH, SPY, EFA) accounted for 26.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.48% | -0.10% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.25% | +0.31% | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.87% | +0.67% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.27% | -0.01% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.29% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.01% | -0.10% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.92% | +0.17% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.85% | +0.04% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | +0.22% | — | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -0.31% | — | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.96% | +0.11% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.06% | — | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.88% | +0.02% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.74% | -0.13% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.57% | +0.54% | — | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.49% | -0.15% | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.17% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | -0.04% | — | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.45% | -0.07% | — | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.43% | -0.08% | — | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.41% | -0.01% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.26% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.32% | -0.16% | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.49% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.44% | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +0.07% | — | |
| 27 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | -0.01% | — | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.09% | -0.16% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.21% | — | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.00% | — | — | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.18% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.08% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | +0.17% | — | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | -0.05% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.86% | -0.05% | — | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.79% | -0.05% | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.10% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.02% | — | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.70% | -0.03% | — | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.68% | -0.08% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.03% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.10% | — | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | -0.01% | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.62% | +0.20% | — | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.58% | -0.04% | — | |
| 47 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.56% | +0.11% | — | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.10% | — | |
| 49 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | -0.06% | — | |
| 50 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.51% | +0.06% | — |
According to official SEC Form 13F filings, Anb Bank reported a total U.S. public equity portfolio value of $268.0M across 115 disclosed positions in Q4 2024.
During Q4 2024, Anb Bank's top holdings by market value included IJH (9.5%)、SPY (6.3%)、EFA (5.9%). The largest single position, IJH, represented 9.5% 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 Q4 2024, Anb Bank 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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