13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000791191
Total reported value
$1.3B
$1.3B
132 檔
16.0%
In Q3 2024, Anderson Hoagland & Co's U.S. equity holdings reached a combined market value of $1.3B, distributed across 132 disclosed stock positions.
Anderson Hoagland & Co executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.28% | -1.52% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.53% | +0.41% | — | |
| 3 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 4.15% | +0.09% | -0.18% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | +0.16% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.56% | — | -0.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.54% | +0.13% | -0.23% | |
| 7 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 3.26% | -0.04% | +0.53% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.04% | +0.02% | -1.97% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.94% | -1.56% | +29.59% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.88% | +0.82% | +10.33% | |
| 11 | VFMV | Vanguard US Minimum Volatili | ETF-Other | 2.28% | -0.15% | -0.75% | |
| 12 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.26% | +0.21% | -1.08% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | +0.01% | -0.01% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.06% | +0.42% | -0.12% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | -0.04% | -0.48% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.02% | -1.21% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.04% | -0.61% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.33% | -0.07% | -1.28% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.32% | -0.05% | -1.36% | |
| 20 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.31% | — | +1.43% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.22% | -0.20% | +24.91% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.20% | -0.15% | -11.50% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -0.65% | +6.36% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | -0.02% | -2.67% | |
| 25 | SMFG | Sumitomo Mitsui-spons Adr | Stock-Financials | 1.12% | +0.10% | -0.94% | |
| 26 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.12% | -0.08% | +0.54% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.06% | -0.06% | -2.52% | |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.05% | -0.14% | -0.32% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | -0.04% | — | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 1.05% | +0.05% | -0.14% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.02% | +0.09% | +3.33% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.99% | +0.01% | +0.12% | |
| 33 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.97% | -0.34% | -0.81% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.94% | +0.04% | +0.05% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.28% | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.88% | +0.18% | -8.26% | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.83% | -0.04% | -0.14% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | -0.04% | -1.78% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 0.81% | -0.22% | -0.08% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 0.80% | +0.46% | -3.04% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.03% | -2.28% | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.75% | -0.08% | -1.96% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | — | -2.74% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.64% | — | — | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.63% | +0.08% | — | |
| 46 | GM | General Motors Co | Stock-Consumer Disc | 0.58% | -0.03% | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.55% | -0.06% | +3.15% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.53% | +0.12% | — | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.51% | +0.01% | -1.98% | |
| 50 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.48% | -0.07% | -5.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.9% | +29.59% | Add |
| 2 | AVLV | Avantis US Large Cap Value | +0.6% | NEW | New buy |
| 3 | IBM | Intl Business Machines CORP | +0.4% | NEW | New buy |
| 4 | IWM | Ishares Russell 2000 ETF | +0.3% | — | Unchanged |
| 5 | FCNCA | First Citizens Bcshs -cl A | +0.2% | NEW | New buy |
| 6 | VGSH | Vanguard Short-term Treasury | +0.2% | +24.91% | Add |
| 7 | VFMF | Vanguard US Multifactor ETF | +0.2% | -0.18% | Trim |
| 8 | VFVA | Vanguard U.s. Value Factor | +0.2% | +0.53% | Add |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +10.33% | Add |
| 10 | CCJ | Cameco CORP | +0.1% | NEW | New buy |
| 11 | CMI | Cummins Inc | +0.1% | -3.04% | Trim |
| 12 | DHI | Dr Horton Inc | +0.1% | -1.98% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.28% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 15 | TBBK | Bancorp Inc/the | +0.1% | -1.09% | Trim |
| 16 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 17 | MLI | Mueller Industries Inc | +0.1% | -4.06% | Trim |
| 18 | SOFI | Sofi Technologies Inc | +0.1% | — | Unchanged |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | +0.02% | Add |
| 20 | MMM | 3m Co | +0.1% | — | Unchanged |
| 21 | TFLO | Ishares Treasury Floating Ra | +0.1% | +73.12% | Add |
| 22 | VFMV | Vanguard US Minimum Volatili | +0.1% | -0.75% | Trim |
| 23 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +0.13% | Add |
| 24 | FISV | Fiserv Inc | +0.1% | — | Unchanged |
| 25 | VFMO | Vanguard US Momentum Factor | +0.1% | -1.08% | Trim |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +29.14% | Add |
| 27 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | -1.28% | Trim |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +6.36% | Add |
| 29 | AVUS | Avantis U.s. Equity ETF | +0.1% | +3.33% | Add |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | -0.32% | Trim |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +0.05% | Add |
| 32 | VO | Vanguard Mid-cap ETF | 0% | -2.67% | Trim |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | -0.48% | Trim |
| 34 | VGLT | Vanguard Long-term Treasury | 0% | +1.43% | Add |
| 35 | SNPS | Synopsys Inc | -0.1% | — | Unchanged |
| 36 | PWR | Quanta Services Inc | -0.1% | -29.31% | Trim |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | +0.12% | Add |
| 38 | SMFG | Sumitomo Mitsui-spons Adr | -0.1% | -0.94% | Trim |
| 39 | RGA | Reinsurance Group Of America | -0.1% | -32.19% | Trim |
| 40 | ASML | ASML Holding N.V. | -0.2% | — | Unchanged |
| 41 | LLY | Eli Lilly & Co | -0.2% | -0.12% | Trim |
| 42 | VUG | Vanguard Growth ETF | -0.2% | -1.97% | Trim |
| 43 | USFR | Wisdomtree Floating Rate Tre | -0.2% | -11.50% | Trim |
| 44 | NVDA | Nvidia CORP | -0.3% | — | Unchanged |
| 45 | AMZN | Amazon.com Inc | -0.4% | -0.23% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | -53.00% | Trim |
| 47 | DE | Deere & Co | -0.4% | -95.04% | Trim |
| 48 | VLUE | Ishares Msci USA Value Facto | -0.5% | -60.66% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.6% | EXIT | Sold out |
| 50 | MSFT | Microsoft CORP | -0.8% | -1.52% | Trim |
According to official SEC Form 13F filings, Anderson Hoagland & Co reported a total U.S. public equity portfolio value of $1.3B across 132 disclosed positions in Q3 2024.
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 MSFT, IWM, VFMF) accounted for 16.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVLV
市值: $6.3M
Top Position Liquidated / Trimmed
QCOM
前期市值: $5.7M
During Q3 2024, Anderson Hoagland & Co's top holdings by market value included MSFT (5.0%)、IWM (4.5%)、VFMF (4.2%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q3 2024, Anderson Hoagland & Co made 41 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 23 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.