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CIK: 0001780570
Total reported value
$8.0B
$8.0B
1143 檔
13.9%
According to the latest 13F quarterly dataset, Ethic Inc. managed an equity portfolio of $8.0B at the end of Q4 2024, spanning 1143 distinct U.S. exchange-listed positions.
In Q4 2024, Ethic Inc. displayed an active expansion posture, initiating 12 new positions and adding to 137 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1143 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.38% | -0.11% | +24.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.76% | -0.11% | +1115.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.11% | -0.46% | +17.72% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.03% | +15.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +2.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | -2.59% | +15.85% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.25% | +34.54% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.16% | +1138.57% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.14% | +9.14% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | -0.02% | +50.71% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | — | +14.83% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.09% | +15.97% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.14% | +11.32% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.05% | +16.71% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.13% | +19.05% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.30% | -4.80% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.07% | +12.56% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.05% | +9.69% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.04% | +21.87% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | -0.02% | +8.11% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | -0.01% | +11.96% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.17% | +1.44% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.07% | +9.98% | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 0.50% | -0.06% | +11.94% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | -0.04% | +15.85% | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.19% | +37.92% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.46% | -0.03% | +11.47% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.44% | -0.09% | +19.67% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.07% | +13.72% | |
| 30 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.44% | -0.11% | +24.08% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.05% | +8.37% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.07% | +12.47% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.42% | -0.02% | +15.02% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.18% | +27.71% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.01% | +35.76% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.04% | +11.98% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.08% | +21.13% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | +0.01% | +17.70% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.40% | -0.08% | +12.07% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.45% | +21.15% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.12% | +9.82% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.36% | — | +6.67% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | +0.05% | +12.73% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.36% | -0.08% | +59.30% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.02% | +11.56% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.34% | -0.11% | +15.17% | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.34% | -0.05% | -4.37% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.32% | -0.12% | +47.01% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | -0.06% | +17.02% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.31% | +0.10% | +30.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +24.24% | Add |
| 2 | NVDA | Nvidia CORP | +1.8% | +1115.00% | Add |
| 3 | TSLA | Tesla Inc | +0.8% | +50.71% | Add |
| 4 | AVGO | Broadcom Inc | +0.6% | +1138.57% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +34.54% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +15.29% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.82% | Add |
| 8 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 9 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 10 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +15.85% | Add |
| 12 | NOW | Servicenow Inc | +0.1% | +21.87% | Add |
| 13 | T | At&t Inc | +0.1% | +37.92% | Add |
| 14 | SRE | Sempra | +0.1% | +108.17% | Add |
| 15 | MS | Morgan Stanley | +0.1% | +35.76% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +101.55% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +157.29% | Add |
| 18 | TT | Trane Technologies plc | +0.1% | +150.06% | Add |
| 19 | GE | General Electric | +0.1% | +280.38% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +12.56% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +11.96% | Add |
| 22 | BKNG | Booking Holdings Inc | +0.1% | +15.85% | Add |
| 23 | BSX | Boston Scientific CORP | +0.1% | +24.08% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +65.34% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +63.33% | Add |
| 26 | ISRG | Intuitive Surgical Inc | +0.1% | +19.67% | Add |
| 27 | BX | Blackstone Inc | +0.1% | +71.46% | Add |
| 28 | GRMN | Garmin Ltd. | +0.1% | +527.80% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 30 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 31 | NFLX | Netflix Inc | +0.1% | -4.80% | Trim |
| 32 | TMUS | T-mobile US Inc | +0.1% | +12.07% | Add |
| 33 | GDDY | Godaddy Inc - Class A | +0.1% | +75.09% | Add |
| 34 | BAC | Bank Of America CORP | +0.1% | +121.09% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 36 | VOTE | Tcw Transform 500 ETF | +0.1% | NEW | New buy |
| 37 | AXP | American Express Co | +0.1% | +11.47% | Add |
| 38 | FISV | Fiserv Inc | +0.1% | +15.02% | Add |
| 39 | TJX | Tjx Companies Inc | +0.1% | +21.13% | Add |
| 40 | CB | Chubb Limited | +0.1% | +47.01% | Add |
| 41 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 42 | COST | Costco Wholesale CORP | +0.1% | +26.49% | Add |
| 43 | OKE | Oneok Inc | +0.1% | +22.09% | Add |
| 44 | WELL | Welltower Inc | +0.1% | +26.45% | Add |
| 45 | USB | US Bancorp | +0.1% | +56.05% | Add |
| 46 | NDAQ | Nasdaq Inc | +0.1% | +65.63% | Add |
| 47 | FICO | Fair Isaac CORP | +0.1% | +31.61% | Add |
| 48 | RTX | Rtx CORP | +0.1% | +191.55% | Add |
| 49 | TXN | Texas Instruments Inc | 0% | +30.72% | Add |
| 50 | CME | Cme Group Inc | 0% | +37.31% | Add |
According to official SEC Form 13F filings, Ethic Inc. reported a total U.S. public equity portfolio value of $8.0B across 1143 disclosed positions in Q4 2024.
During Q4 2024, Ethic Inc.'s top holdings by market value included AAPL (6.4%)、NVDA (5.8%)、MSFT (5.1%). The largest single position, AAPL, represented 6.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 13.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $13.6M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $14.2M
In Q4 2024, Ethic Inc. made 200 total portfolio adjustments, initiating 12 new buys, adding to 137 positions, trimming 44 holdings, and fully liquidating 7 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.