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CIK: 0002058446
Total reported value
$225.1M
$225.1M
138 檔
10.6%
In Q4 2024, Brucke Financial, Inc.'s U.S. equity holdings reached a combined market value of $225.1M, distributed across 138 disclosed stock positions.
During Q4 2024, Brucke Financial, Inc.'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 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.85% | -0.29% | — | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.83% | -0.31% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.88% | -0.05% | — | |
| 4 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.52% | -0.09% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.34% | -0.07% | — | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.12% | -0.27% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.09% | — | |
| 8 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.74% | +0.12% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.28% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.62% | +0.52% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.07% | — | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.39% | -0.32% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.01% | — | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.12% | +0.02% | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.05% | -0.03% | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.96% | -0.03% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.02% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.08% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.14% | — | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.11% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.15% | +0.08% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | — | — | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.25% | — | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.98% | -0.07% | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.98% | +0.02% | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.93% | -0.05% | — | |
| 27 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.90% | +0.04% | — | |
| 28 | AXP | American Express Co | Stock-Financials | 0.85% | -0.03% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.02% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.07% | — | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.05% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.03% | — | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | — | — | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.65% | +0.03% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.22% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.05% | — | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.63% | +0.14% | — | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.63% | +0.07% | — | |
| 39 | UBS | UBS Group AG | Stock-Financials | 0.62% | +0.01% | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.62% | -0.02% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.68% | EXIT | |
| 42 | SHEL | Shell Plc-adr | Stock-Energy | 0.58% | -0.05% | — | |
| 43 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.58% | — | — | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.55% | -0.14% | — | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.54% | +0.11% | NEW | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.07% | — | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.54% | — | — | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.53% | -0.26% | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.10% | — | |
| 50 | CRH | CRH plc | Stock-Materials | 0.52% | -0.03% | — |
According to official SEC Form 13F filings, Brucke Financial, Inc. reported a total U.S. public equity portfolio value of $225.1M across 138 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 VGIT, VCIT, AMZN) accounted for 10.6% of total reported equity market value during Q4 2024.
During Q4 2024, Brucke Financial, Inc.'s top holdings by market value included VGIT (4.8%)、VCIT (4.8%)、AMZN (3.9%). The largest single position, VGIT, represented 4.8% of total portfolio value.
In Q4 2024, Brucke Financial, Inc. 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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