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CIK: 0002040900
Total reported value
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$144.6M
516 檔
23.0%
The Q4 2024 SEC filing reveals that 2UniFi Bank held a total portfolio value of $144.6M, covering 516 public equity positions.
During Q4 2024, 2UniFi 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 AAPL, IWF, EFA) accounted for 23.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 516 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.95% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.71% | — | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.68% | — | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.94% | — | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | — | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | — | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.05% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.93% | — | — | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.77% | — | — | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.62% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | — | — | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.46% | — | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | — | — | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | — | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | — | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | — | — | |
| 20 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.06% | — | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | — | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.03% | — | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | — | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | — | — | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | — | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | — | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | — | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | — | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | — | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | — | — | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.72% | — | — | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.67% | — | — | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.65% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | — | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | — | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | — | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | — | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.60% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | — | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.58% | — | — | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.57% | — | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | — | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | — | — | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | — | — | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.56% | — | — | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.54% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | — | — | |
| 49 | NBHC | National Bank Hold-cl A | Stock-Other | 0.52% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | — | — |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $144.6M across 516 disclosed positions in Q4 2024.
During Q4 2024, 2UniFi Bank's top holdings by market value included AAPL (5.0%)、IWF (4.7%)、EFA (4.7%). The largest single position, AAPL, represented 5.0% 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, 2UniFi 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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