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CIK: 0001765884
Total reported value
$158.9M
$158.9M
348 檔
36.4%
At the close of Q2 2024, Criterion Capital Advisors, LLC disclosed equity holdings valued at approximately $158.9M, spread across 348 reported holdings.
During Q2 2024, Criterion Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 348 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | ETF-Other | 11.94% | — | +4.78% | |
| 2 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 10.40% | — | +6.22% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.26% | — | +27.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.54% | — | +0.14% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.25% | — | +8.50% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | — | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.48% | — | -0.81% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | — | -0.22% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | — | -0.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | — | +0.56% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.89% | — | +0.07% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.76% | — | -0.33% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.74% | — | +1.23% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.55% | — | +2.20% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | — | -0.22% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | — | -0.59% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | — | -0.47% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.43% | — | +7.17% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.39% | — | +4.89% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.32% | — | -0.18% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | — | -1.26% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.22% | — | +0.47% | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.17% | — | +14.28% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.15% | — | +0.70% | |
| 25 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.15% | — | -0.12% | |
| 26 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.08% | — | +3.74% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | — | +1.11% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | — | — | |
| 29 | C | Citigroup Inc | Stock-Financials | 1.02% | — | +0.04% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.00% | — | +0.03% | |
| 31 | DG | Dollar General CORP | Stock-Consumer Staples | 0.97% | — | +0.35% | |
| 32 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.89% | — | +89.72% | |
| 33 | CGGO | Cap Group Global Growth | ETF-Other | 0.88% | — | +0.18% | |
| 34 | RF | Regions Financial CORP | Stock-Financials | 0.88% | — | +0.01% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | — | +69.96% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | — | -9.54% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.79% | — | — | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.77% | — | +2.10% | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.63% | — | +1.54% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | — | +0.36% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.61% | — | +119.84% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | — | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.58% | — | -5.59% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.52% | — | — | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | — | +4.40% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | — | +1394.05% | |
| 47 | AON | Aon plc | Stock-Financials | 0.45% | — | +5.08% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | — | -1.17% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | — | +0.17% | |
| 50 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.41% | — | -4.16% |
According to official SEC Form 13F filings, Criterion Capital Advisors, LLC reported a total U.S. public equity portfolio value of $158.9M across 348 disclosed positions in Q2 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 DFIC, GIGB, DFAC) accounted for 36.4% of total reported equity market value during Q2 2024.
During Q2 2024, Criterion Capital Advisors, LLC's top holdings by market value included DFIC (11.9%)、GIGB (10.4%)、DFAC (5.3%). The largest single position, DFIC, represented 11.9% of total portfolio value.
In Q2 2024, Criterion Capital Advisors, LLC 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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