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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001685771
Total reported value
$5.2B
$5.2B
63 檔
15.7%
The Q4 2024 SEC filing reveals that Equity Investment CORP held a total portfolio value of $5.2B, covering 63 public equity positions.
During Q4 2024, Equity Investment CORP'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 T, WFC, VZ) accounted for 15.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 4.62% | -0.64% | -3.11% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 3.94% | +0.09% | -5.85% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.79% | -0.80% | -0.03% | |
| 4 | PYPL | Paypal Holdings Inc | Stock-Financials | 3.70% | -0.05% | -7.43% | |
| 5 | KVUE | Kenvue Inc | Stock-Consumer Staples | 3.21% | +0.19% | -2.33% | |
| 6 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 3.14% | -0.21% | +13.34% | |
| 7 | USB | US Bancorp | Stock-Financials | 3.05% | -0.25% | -1.13% | |
| 8 | UL | Unilever PLC | Stock-Consumer Staples | 2.88% | — | +1.73% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.78% | +0.13% | -2.16% | |
| 10 | MDT | Medtronic plc | Stock-Healthcare | 2.74% | +0.38% | +0.29% | |
| 11 | SNY | Sanofi-adr | Stock-Healthcare | 2.72% | -0.39% | -2.13% | |
| 12 | PNC | Pnc Financial Services Group | Stock-Financials | 2.67% | +0.33% | -1.14% | |
| 13 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.63% | — | +10.54% | |
| 14 | GL | Globe Life Inc | Stock-Financials | 2.58% | +0.12% | -4.41% | |
| 15 | INGR | Ingredion Inc | Stock-Consumer Staples | 2.55% | -0.30% | -16.36% | |
| 16 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 2.53% | -0.33% | +57.23% | |
| 17 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.48% | — | -7.52% | |
| 18 | WPC | Wp Carey Inc | Stock-Real Estate | 2.39% | -0.05% | +26.26% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 2.35% | +0.21% | +29.39% | |
| 20 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.35% | — | -6.56% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.35% | -2.14% | -40.02% | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 2.25% | +0.09% | -1.75% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 2.24% | -0.02% | -1.41% | |
| 24 | CTRA | Coterra Energy Inc | Stock-Energy | 2.24% | -2.61% | EXIT | |
| 25 | BAX | Baxter International Inc | Stock-Healthcare | 2.01% | +0.70% | — | |
| 26 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.97% | +0.41% | — | |
| 27 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.91% | +0.01% | -2.09% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.91% | -0.56% | +291.67% | |
| 29 | ABX | Barrick Gold CORP | Stock-Financials | 1.80% | — | -4.32% | |
| 30 | NFG | National Fuel Gas Co | Stock-Energy | 1.76% | -0.39% | -0.92% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 1.74% | — | EXIT | |
| 32 | AXP | American Express Co | Stock-Financials | 1.69% | — | -3.90% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 1.56% | -0.01% | -2.86% | |
| 34 | DG | Dollar General CORP | Stock-Consumer Staples | 1.56% | -0.09% | -7.83% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 1.50% | -0.39% | +1.07% | |
| 36 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.50% | -0.06% | +1.03% | |
| 37 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.48% | +0.12% | -6.07% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.47% | +0.14% | -4.48% | |
| 39 | PDCOEUR | Patterson Cos Inc | Stock-Other | 1.47% | — | +16.63% | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 1.43% | — | -54.20% | |
| 41 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.41% | -1.07% | +0.22% | |
| 42 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.38% | +0.11% | +0.44% | |
| 43 | OSK | Oshkosh CORP | Stock-Industrials | 1.33% | — | +1.71% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | — | -1.14% | |
| 45 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.14% | — | +152.94% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | -0.01% | +74.25% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.08% | -0.01% | +72.70% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.07% | — | -4.57% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.07% | — | -3.27% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.05% | — | -9.79% |
According to official SEC Form 13F filings, Equity Investment CORP reported a total U.S. public equity portfolio value of $5.2B across 63 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.
During Q4 2024, Equity Investment CORP's top holdings by market value included T (4.6%)、WFC (3.9%)、VZ (3.8%). The largest single position, T, represented 4.6% of total portfolio value.
In Q4 2024, Equity Investment CORP 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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