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CIK: 0001483472
Total reported value
$473.4M
$473.4M
68 檔
24.2%
During the Q3 2024 filing period, ArchPoint Investors (CIK: 0001483472) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $473.4M across 68 reported positions.
In Q3 2024, ArchPoint Investors adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.75% | +2.34% | +310.86% | |
| 2 | LZB | La-z-boy Inc | Stock-Other | 6.69% | -0.35% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.24% | +0.12% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.12% | +0.11% | — | |
| 5 | DMLP | Dorchester Minerals LP | Stock-Other | 5.48% | -1.55% | — | |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.25% | +0.35% | — | |
| 7 | CW | Curtiss-wright CORP | Stock-Industrials | 4.38% | -0.12% | -0.37% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.26% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.93% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.07% | -0.14% | — | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.92% | -0.16% | -0.70% | |
| 12 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 2.49% | — | — | |
| 13 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.38% | -0.01% | — | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.33% | +0.78% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.72% | +0.64% | — | |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 1.60% | -0.77% | — | |
| 17 | LNG | Cheniere Energy Inc | Stock-Energy | 1.42% | -0.55% | — | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.33% | +0.03% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.01% | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.12% | -0.10% | — | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.11% | -0.36% | -0.73% | |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.10% | -0.27% | -8.78% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.99% | +0.09% | -32.85% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.28% | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.04% | — | |
| 26 | ET | Energy Transfer LP | Stock-Energy | 0.93% | -0.83% | EXIT | |
| 27 | MPLX | Mplx LP | Stock-Energy | 0.88% | -0.86% | EXIT | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.88% | — | — | |
| 29 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.86% | -0.22% | — | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.81% | — | — | |
| 31 | RGNX | Regenxbio Inc | Stock-Other | 0.79% | +0.12% | — | |
| 32 | CORZ | Core Scientific Inc | Stock-Tech | 0.78% | — | +3.56% | |
| 33 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.76% | +0.10% | -6.22% | |
| 34 | AMLP | Alerian Mlp ETF | ETF-Other | 0.73% | -0.07% | — | |
| 35 | MMD | Nyli Mackay Dt Muni Oppo Fnd | Stock-Other | 0.62% | — | — | |
| 36 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.59% | -0.02% | — | |
| 37 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.58% | — | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.57% | -0.04% | — | |
| 39 | MTTR* | Matterport Inc | Stock-Other | 0.56% | — | — | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 0.54% | +0.09% | — | |
| 41 | DBL | Doubleline Opport Credit | Stock-Other | 0.54% | -0.04% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | -0.20% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.04% | +2.70% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.18% | — | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.05% | — | |
| 46 | SPRE | Sp/f S&p Global Reit Sharia | ETF-Other | 0.39% | -0.01% | +11.16% | |
| 47 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.38% | -0.27% | EXIT | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.30% | +8.21% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.02% | +6.36% | |
| 50 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.25% | +0.42% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +9.6% | +310.86% | Add |
| 2 | CW | Curtiss-wright CORP | +0.3% | -0.37% | Trim |
| 3 | LZB | La-z-boy Inc | +0.2% | — | Unchanged |
| 4 | CORZ | Core Scientific Inc | +0.1% | +3.56% | Add |
| 5 | NAUT | Nautilus Biotechnology Inc | 0% | — | Unchanged |
| 6 | SPRE | Sp/f S&p Global Reit Sharia | 0% | +11.16% | Add |
| 7 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 8 | CMI | Cummins Inc | 0% | — | Unchanged |
| 9 | BLND | Blend Labs Inc-a | 0% | — | Unchanged |
| 10 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 11 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 12 | CPNG | Coupang Inc | — | — | Unchanged |
| 13 | TYG | Tortoise Energy Infrastruct | — | — | Unchanged |
| 14 | S | Sentinelone Inc -class A | — | — | Unchanged |
| 15 | GLIN | Vaneck India Growth Leaders | — | — | Unchanged |
| 16 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 17 | OKE | Oneok Inc | 0% | -0.73% | Trim |
| 18 | MO | Altria Group Inc | 0% | — | Unchanged |
| 19 | AAPL | Apple Inc | 0% | — | Unchanged |
| 20 | SFIX | Stitch Fix Inc-class A | 0% | — | Unchanged |
| 21 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 22 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 23 | DSL | Doubleline Income Solutions | 0% | — | Unchanged |
| 24 | MSOS | Advisorshares Pure US Cann | 0% | — | Unchanged |
| 25 | EMLP | First Trust North American E | 0% | — | Unchanged |
| 26 | NVDA | Nvidia CORP | 0% | +6.36% | Add |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | 0% | — | Unchanged |
| 28 | IWY | Ishares Russell Top 200 Grow | 0% | — | Unchanged |
| 29 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.70% | Add |
| 31 | MSFT | Microsoft CORP | 0% | +8.21% | Add |
| 32 | ABCL | Abcellera Biologics Inc | 0% | — | Unchanged |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | -0.70% | Trim |
| 34 | IBB | Ishares Biotechnology ETF | -0.1% | — | Unchanged |
| 35 | OWLT | Owlet Inc | -0.1% | EXIT | Sold out |
| 36 | DBL | Doubleline Opport Credit | -0.1% | — | Unchanged |
| 37 | FCX | Freeport-mcmoran Inc | -0.1% | — | Unchanged |
| 38 | BXSL | Blackstone Secured Lending F | -0.1% | — | Unchanged |
| 39 | PSLV | Sprott Physical Silver Trust | -0.1% | — | Unchanged |
| 40 | MMD | Nyli Mackay Dt Muni Oppo Fnd | -0.1% | — | Unchanged |
| 41 | VTIP | Vanguard Short-term Tips | -0.1% | — | Unchanged |
| 42 | DHS | Wisdomtree US High Dividend | -0.1% | -11.62% | Trim |
| 43 | MTTR* | Matterport Inc | -0.1% | — | Unchanged |
| 44 | VTV | Vanguard Value ETF | -0.1% | — | Unchanged |
| 45 | MPLX | Mplx LP | -0.1% | — | Unchanged |
| 46 | MOS | Mosaic Co/the | -0.1% | EXIT | Sold out |
| 47 | QLTY | Gmo U.s. Quality ETF | -0.1% | — | Unchanged |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 49 | VUG | Vanguard Growth ETF | -0.1% | — | Unchanged |
| 50 | AMLP | Alerian Mlp ETF | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, ArchPoint Investors reported a total U.S. public equity portfolio value of $473.4M across 68 disclosed positions in Q3 2024.
During Q3 2024, ArchPoint Investors's top holdings by market value included GOOGL (13.8%)、LZB (6.7%)、VTI (6.2%). The largest single position, GOOGL, represented 13.8% 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 GOOGL, LZB, VTI) accounted for 24.2% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
CORZ 12 01-23-29
前期市值: $2.8M
In Q3 2024, ArchPoint Investors made 19 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 3 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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