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CIK: 0000791191
Total reported value
$1.3B
$1.3B
133 檔
16.2%
According to the latest 13F quarterly dataset, Anderson Hoagland & Co managed an equity portfolio of $1.3B at the end of Q2 2024, spanning 133 distinct U.S. exchange-listed positions.
During Q2 2024, Anderson Hoagland & Co'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 | MSFT | Microsoft CORP | Stock-Tech | 5.72% | -0.28% | -1.07% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.28% | +0.41% | -0.03% | |
| 3 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 3.97% | +0.09% | -1.77% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.90% | +0.13% | -6.26% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | +0.16% | +812.84% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.70% | — | -0.03% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.23% | +0.02% | +0.05% | |
| 8 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 3.08% | -0.04% | +1.33% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.73% | +0.82% | +3.89% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.23% | +0.42% | -0.07% | |
| 11 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 2.21% | -0.15% | +4.95% | |
| 12 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.20% | +0.21% | +0.21% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | +0.01% | -0.38% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 2.08% | -1.56% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | -0.04% | -13.71% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.02% | +0.05% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.04% | -1.94% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.40% | -0.15% | -7.72% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.33% | -0.05% | — | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.29% | — | -1.12% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.28% | -0.07% | +3.18% | |
| 22 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.24% | +0.10% | -0.07% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.13% | -0.65% | +0.38% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.11% | +0.05% | +1.84% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | -0.02% | -4.75% | |
| 26 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.10% | -0.08% | +2.78% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.10% | -0.06% | -0.28% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.08% | +0.01% | +0.30% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.04% | +8.77% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.00% | -0.14% | -20.06% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.00% | -0.20% | +469.75% | |
| 32 | PZA | Invesco National Amt-free Mu | ETF-Other | 1.00% | -0.34% | +12.61% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.97% | +0.09% | +4.06% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.90% | +0.04% | -11.16% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.89% | -0.22% | -20.18% | |
| 36 | GE | General Electric | Stock-Industrials | 0.86% | +0.18% | — | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.84% | +0.10% | -1.03% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.04% | +46.33% | |
| 39 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.81% | -0.04% | -9.37% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.28% | +0.02% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.74% | -0.08% | -1.99% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.08% | +5.20% | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.69% | +0.12% | — | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.69% | +0.46% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.03% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | — | -9.72% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | — | — | |
| 48 | GM | General Motors Co | Stock-Consumer Disc | 0.60% | -0.03% | — | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | — | — | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.54% | -0.06% | -5.12% |
According to official SEC Form 13F filings, Anderson Hoagland & Co reported a total U.S. public equity portfolio value of $1.3B across 133 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, IWM, VFMF) accounted for 16.2% of total reported equity market value during Q2 2024.
During Q2 2024, Anderson Hoagland & Co's top holdings by market value included MSFT (5.7%)、IWM (4.3%)、VFMF (4.0%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q2 2024, Anderson Hoagland & Co 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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