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: 0001163648
Total reported value
$31.2B
$31.2B
1257 檔
27.4%
The Q2 2024 SEC filing reveals that Ci Investments Inc. held a total portfolio value of $31.2B, covering 1257 public equity positions.
Ci Investments Inc. executed strategic sector rebalancing during Q2 2024, establishing 2 new positions while fully exiting 2 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, AMZN) accounted for 27.4% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 1257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.82% | -0.81% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | -0.81% | +2.86% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | -1.06% | +0.91% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | -0.87% | +738.79% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.76% | -0.57% | +0.40% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.85% | +39.06% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.75% | -2.36% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.49% | -5.08% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.94% | -0.17% | +0.62% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.91% | -0.13% | -7.95% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.59% | +0.17% | -10.54% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.44% | -0.39% | +11.29% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.17% | -2.49% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.20% | +1.58% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | -0.58% | +1.46% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.28% | -1.40% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.09% | +23.93% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.12% | -8.07% | |
| 19 | LNG | Cheniere Energy Inc | Stock-Energy | 0.92% | -0.43% | -8.26% | |
| 20 | KKR | Kkr & Co Inc | Stock-Financials | 0.80% | -0.22% | -12.45% | |
| 21 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.74% | -0.08% | -9.63% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | +0.18% | -10.14% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.21% | -18.87% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.64% | +0.02% | -17.41% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 0.62% | -0.19% | -3.08% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.21% | -0.76% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | +0.74% | +31.14% | |
| 28 | J | Jacobs Solutions Inc | Stock-Industrials | 0.60% | -0.09% | -9.57% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.26% | -19.48% | |
| 30 | WMB | Williams Cos Inc | Stock-Energy | 0.54% | -0.16% | -8.58% | |
| 31 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.54% | -0.17% | -1.11% | |
| 32 | CEG | Constellation Energy | Stock-Utilities | 0.53% | +0.07% | +2.08% | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.51% | -0.29% | -1.53% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | — | +12.27% | |
| 35 | VTR | Ventas Inc | Stock-Real Estate | 0.51% | -0.52% | -7.80% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | -0.01% | +20.53% | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.51% | -0.16% | -10.52% | |
| 38 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.50% | -0.08% | -10.78% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.49% | -0.26% | -4.64% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.01% | +9.73% | |
| 41 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.48% | +0.01% | +10.41% | |
| 42 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.47% | -0.09% | -3.00% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.47% | -0.62% | -2.32% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.46% | -0.07% | +1.98% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.45% | — | -7.56% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.45% | -0.19% | -4.93% | |
| 47 | ACM | Aecom | Stock-Industrials | 0.44% | -0.13% | +9.94% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -0.03% | +12.64% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.43% | -0.38% | -4.92% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.04% | +14.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +39.06% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.6% | — | Unchanged |
| 3 | NVDA | Nvidia CORP | +0.5% | +738.79% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +0.40% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +2.86% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.91% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.95% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.3% | +0.62% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +23.93% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +1.46% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | +31.14% | Add |
| 13 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.2% | +352.54% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.49% | Trim |
| 15 | NOW | Servicenow Inc | +0.2% | +11.29% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +1207.61% | Add |
| 17 | QCOM | Qualcomm Inc | +0.2% | +118.00% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | +20.53% | Add |
| 19 | FXI | Ishares China Large-cap ETF | +0.1% | +88.52% | Add |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +46151.92% | Add |
| 21 | ARM | Arm Holdings Plc-adr | +0.1% | +1533.45% | Add |
| 22 | URTH | Ishares Msci World ETF | +0.1% | NEW | New buy |
| 23 | CW | Curtiss-wright CORP | +0.1% | +28962.28% | Add |
| 24 | DDOG | Datadog Inc - Class A | +0.1% | +7780.21% | Add |
| 25 | AES | Aes CORP | +0.1% | +46.10% | Add |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +73.11% | Add |
| 27 | PINS | Pinterest Inc- Class A | -0.1% | -89.20% | Trim |
| 28 | SBUX | Starbucks CORP | -0.1% | -27.32% | Trim |
| 29 | INTU | Intuit Inc | -0.1% | -39.26% | Trim |
| 30 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -47.05% | Trim |
| 31 | SPGI | S&p Global Inc | -0.1% | -19.48% | Trim |
| 32 | LULU | Lululemon Athletica Inc | -0.1% | -76.24% | Trim |
| 33 | SYK | Stryker CORP | -0.1% | -10.14% | Trim |
| 34 | BAC | Bank Of America CORP | -0.1% | -18.87% | Trim |
| 35 | GIB | Cgi Inc | -0.1% | -68.27% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -32.77% | Trim |
| 37 | J | Jacobs Solutions Inc | -0.1% | -9.57% | Trim |
| 38 | SNPS | Synopsys Inc | -0.1% | -38.49% | Trim |
| 39 | PLD | Prologis Inc | -0.1% | -3.08% | Trim |
| 40 | NKE | Nike Inc -cl B | -0.1% | -18.77% | Trim |
| 41 | ONTO | Onto Innovation Inc | -0.2% | -81.81% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -10.54% | Trim |
| 43 | PXDEUR | Pioneer Natural Resources Co | -0.2% | EXIT | Sold out |
| 44 | MDT | Medtronic plc | -0.2% | -85.83% | Trim |
| 45 | CRM | Salesforce Inc | -0.2% | -22.85% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.2% | -8.07% | Trim |
| 47 | HUM | Humana Inc | -0.2% | -88.17% | Trim |
| 48 | MA | Mastercard Inc - A | -0.3% | -5.08% | Trim |
| 49 | FLJP | Franklin Ftse Japan ETF | -0.5% | EXIT | Sold out |
| 50 | SMH | Vaneck Semiconductor ETF | -0.8% | -99.10% | Trim |
According to official SEC Form 13F filings, Ci Investments Inc. reported a total U.S. public equity portfolio value of $31.2B across 1257 disclosed positions in Q2 2024.
During Q2 2024, Ci Investments Inc.'s top holdings by market value included IVV (17.8%)、MSFT (5.1%)、AMZN (4.1%). The largest single position, IVV, represented 17.8% 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.
Top New Position Initiated
GEV
市值: $58.5M
Top Position Liquidated / Trimmed
FLJP
前期市值: $123.8M
In Q2 2024, Ci Investments Inc. made 49 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 24 holdings, and fully liquidating 2 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.