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CIK: 0001427514
Total reported value
$3.8B
$3.8B
523 檔
9.9%
During the Q1 2024 filing period, Dana Investment Advisors, Inc. (CIK: 0001427514) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 523 reported positions.
During Q1 2024, Dana Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.31% | -0.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.08% | -3.74% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | -0.04% | -7.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.04% | +0.14% | -5.46% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.02% | +1.98% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.15% | +13.61% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | +0.02% | -2.47% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.05% | +28.75% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 1.13% | -0.07% | -9.80% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 1.00% | +0.07% | -4.43% | |
| 11 | ACN | Accenture plc | Stock-Tech | 0.99% | -0.56% | +1.21% | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 0.98% | -0.01% | EXIT | |
| 13 | FANG | Diamondback Energy Inc | Stock-Energy | 0.94% | -0.25% | +2223.54% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 0.94% | -0.13% | +4.20% | |
| 15 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.91% | -0.17% | -9.16% | |
| 16 | AXP | American Express Co | Stock-Financials | 0.89% | -0.02% | -6.79% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.87% | -0.13% | -1.03% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.03% | -9.33% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 0.84% | -0.17% | -1.81% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.01% | +3.51% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.09% | +17.44% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.02% | +0.75% | |
| 23 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.77% | — | -16.53% | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.76% | -0.10% | -3.25% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | — | -6.42% | |
| 26 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.74% | -0.14% | -5.25% | |
| 27 | DELL | Dell Technologies -c | Stock-Tech | 0.74% | +0.03% | -7.85% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 0.73% | +0.02% | -2.22% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | — | -15.20% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.69% | -0.03% | -9.08% | |
| 31 | RGA | Reinsurance Group Of America | Stock-Financials | 0.68% | — | -1.81% | |
| 32 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.68% | -0.02% | -2.02% | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.66% | -0.14% | +2.82% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.65% | +0.01% | +1.39% | |
| 35 | WBS | Webster Financial CORP | Stock-Financials | 0.64% | -0.14% | +110.91% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.62% | — | -9.19% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.60% | -0.01% | +5.76% | |
| 38 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.59% | -0.08% | +1.19% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.05% | -1.09% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.56% | -0.12% | -2.67% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.11% | +3.98% | |
| 42 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.53% | -0.03% | +233.12% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | — | -1.45% | |
| 44 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.53% | — | -7.23% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.01% | -3.22% | |
| 46 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.52% | -0.09% | +11.61% | |
| 47 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.52% | — | -3.92% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.50% | — | +9.04% | |
| 49 | DY | Dycom Industries Inc | Stock-Industrials | 0.49% | +0.05% | — | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.49% | -0.35% | +81.74% |
According to official SEC Form 13F filings, Dana Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 523 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 9.9% of total reported equity market value during Q1 2024.
During Q1 2024, Dana Investment Advisors, Inc.'s top holdings by market value included MSFT (3.4%)、AAPL (3.2%)、NVDA (2.2%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q1 2024, Dana Investment Advisors, 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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