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CIK: 0001564835
Total reported value
$177.0M
$177.0M
163 檔
21.8%
At the close of Q4 2024, Asahi Life Asset Management Co., LTD. disclosed equity holdings valued at approximately $177.0M, spread across 163 reported holdings.
In Q4 2024, Asahi Life Asset Management Co., LTD. adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 20 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.88% | -0.14% | -6.79% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.83% | -0.47% | -5.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | -0.29% | +9.54% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.67% | -0.05% | -8.36% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.22% | +0.29% | -2.86% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.11% | +0.01% | -16.42% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.74% | -0.39% | +9.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +1.71% | -6.30% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.38% | -0.69% | -7.27% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.34% | -0.27% | -4.54% | |
| 11 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.12% | +0.10% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.97% | +1.08% | -4.57% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.52% | -17.81% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.74% | -0.30% | -4.16% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | — | +5.07% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.61% | -0.20% | -15.51% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.59% | +0.02% | -5.27% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.58% | -0.52% | -7.87% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | -0.27% | -15.70% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.41% | -1.31% | EXIT | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.39% | -0.03% | -5.35% | |
| 22 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.31% | -0.08% | -4.57% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.26% | -0.91% | +9.81% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.47% | +17.01% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.45% | +5.67% | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.99% | -0.05% | +33.96% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.69% | -5.98% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.96% | +0.07% | -4.57% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.26% | -7.75% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.29% | -37.49% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | -0.04% | -18.40% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | +0.27% | +61.13% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.01% | -30.46% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.08% | -23.12% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.01% | +25.95% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.42% | +28.15% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | -0.14% | -42.32% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.26% | -31.66% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.52% | +0.05% | -10.49% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.48% | -7.46% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.46% | — | — | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.43% | — | +115.49% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.02% | +23.00% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.42% | +0.23% | NEW | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.41% | -0.09% | -4.57% | |
| 46 | GE | General Electric | Stock-Industrials | 0.41% | +0.24% | -5.39% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.25% | — | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | — | -1.18% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.39% | — | +85.86% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.38% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +2.1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.9% | +9.54% | Add |
| 3 | NOW | Servicenow Inc | +0.5% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +0.5% | +17.01% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | -5.35% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 7 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 8 | LOW | Lowe's Cos Inc | +0.3% | NEW | New buy |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | New buy |
| 10 | CB | Chubb Limited | +0.3% | NEW | New buy |
| 11 | TMUS | T-mobile US Inc | +0.3% | NEW | New buy |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 13 | GEV | GE Vernova Inc | +0.3% | NEW | New buy |
| 14 | NFLX | Netflix Inc | +0.3% | +61.13% | Add |
| 15 | MCO | Moody's CORP | +0.3% | NEW | New buy |
| 16 | SHOP | Shopify Inc - Class A | +0.3% | NEW | New buy |
| 17 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 18 | CRM | Salesforce Inc | +0.3% | -7.27% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.3% | -8.36% | Trim |
| 20 | CEG | Constellation Energy | +0.3% | NEW | New buy |
| 21 | CI | THE Cigna Group | +0.3% | NEW | New buy |
| 22 | CAT | Caterpillar Inc | -0.2% | -4.57% | Trim |
| 23 | HWM | Howmet Aerospace Inc | -0.3% | EXIT | Sold out |
| 24 | IBM | Intl Business Machines CORP | -0.3% | -15.70% | Trim |
| 25 | ED | Consolidated Edison Inc | -0.3% | EXIT | Sold out |
| 26 | STZ | Constellation Brands Inc-a | -0.3% | EXIT | Sold out |
| 27 | EXK | Exact Sciences CORP | -0.3% | EXIT | Sold out |
| 28 | KO | Coca-cola Co/the | -0.3% | -18.40% | Trim |
| 29 | GM | General Motors Co | -0.3% | EXIT | Sold out |
| 30 | EXPD | Expeditors Intl Wash Inc | -0.3% | EXIT | Sold out |
| 31 | CMI | Cummins Inc | -0.3% | EXIT | Sold out |
| 32 | EOG | Eog Resources Inc | -0.3% | EXIT | Sold out |
| 33 | GD | General Dynamics CORP | -0.3% | EXIT | Sold out |
| 34 | NOC | Northrop Grumman CORP | -0.3% | EXIT | Sold out |
| 35 | COF | Capital One Financial CORP | -0.3% | EXIT | Sold out |
| 36 | NEM | Newmont CORP | -0.3% | EXIT | Sold out |
| 37 | KKR | Kkr & Co Inc | -0.3% | EXIT | Sold out |
| 38 | DOW | Dow Inc | -0.3% | EXIT | Sold out |
| 39 | KLAC | Kla CORP | -0.3% | EXIT | Sold out |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.3% | EXIT | Sold out |
| 41 | MDLZ | Mondelez International Inc-a | -0.3% | EXIT | Sold out |
| 42 | UPS | United Parcel Service-cl B | -0.3% | EXIT | Sold out |
| 43 | LRCXEUR | Lam Research CORP | -0.4% | EXIT | Sold out |
| 44 | WFC | Wells Fargo & Co | -0.4% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.5% | -5.91% | Trim |
| 46 | VZ | Verizon Communications Inc | -0.5% | -65.69% | Trim |
| 47 | AMGN | Amgen Inc | -0.5% | -4.16% | Trim |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -37.49% | Trim |
| 49 | LLY | Eli Lilly & Co | -0.5% | -42.32% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -0.6% | -2.86% | Trim |
According to official SEC Form 13F filings, Asahi Life Asset Management Co., LTD. reported a total U.S. public equity portfolio value of $177.0M across 163 disclosed positions in Q4 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 AAPL, MSFT, NVDA) accounted for 21.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SHW
市值: $3.5M
Top Position Liquidated / Trimmed
WFC
前期市值: $718.6K
During Q4 2024, Asahi Life Asset Management Co., LTD.'s top holdings by market value included AAPL (5.9%)、MSFT (5.8%)、NVDA (4.9%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q4 2024, Asahi Life Asset Management Co., LTD. made 50 total portfolio adjustments, initiating 15 new buys, adding to 3 positions, trimming 12 holdings, and fully liquidating 20 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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