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: 0002016110
Total reported value
$249.4M
$249.4M
143 檔
17.3%
As reported in its official Q1 2024 Form 13F filing, Fox Hill Wealth Management's tracked investment portfolio stood at $249.4M with 143 total positions.
During Q1 2024, Fox Hill Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.62% | -1.17% | +7.86% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.52% | +0.47% | +4.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.52% | — | -15.96% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | -0.08% | +9.65% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.22% | -0.27% | +2.42% | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 3.10% | — | +3.06% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | -0.13% | +3.54% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | -0.13% | +11.23% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.45% | — | +121.34% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.35% | -0.60% | +1.15% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.82% | +0.09% | NEW | |
| 12 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.82% | -0.11% | -11.70% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.69% | -0.45% | -1.57% | |
| 14 | ANETEUR | Arista Networks Inc | Stock-Other | 1.68% | — | +0.57% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.25% | +7.15% | |
| 16 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.53% | — | +0.40% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | — | +8.23% | |
| 18 | DVA | Davita Inc | Stock-Healthcare | 1.46% | +0.10% | +138.43% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.44% | +1.62% | +38.98% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.43% | -0.38% | +6.45% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.37% | — | -18.15% | |
| 22 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.26% | — | — | |
| 23 | VST | Vistra CORP | Stock-Utilities | 1.25% | -0.10% | -24.80% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 1.23% | -0.12% | -2.23% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.20% | -0.33% | +176.22% | |
| 26 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.19% | — | — | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.19% | — | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.12% | — | -0.21% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.04% | -0.12% | +1.28% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.16% | -2.33% | |
| 31 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.00% | — | +12.25% | |
| 32 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.00% | -0.33% | EXIT | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.92% | -0.10% | — | |
| 34 | NI | Nisource Inc | Stock-Utilities | 0.91% | -0.16% | +2.70% | |
| 35 | AEE | Ameren Corporation | Stock-Utilities | 0.85% | -0.12% | +10.85% | |
| 36 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.84% | -0.12% | +18.74% | |
| 37 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.82% | -0.11% | +3.99% | |
| 38 | SRE | Sempra | Stock-Utilities | 0.80% | — | +5.08% | |
| 39 | FTNT | Fortinet Inc | Stock-Tech | 0.80% | +0.33% | -25.92% | |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.77% | -0.29% | +0.42% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.17% | +5.10% | |
| 42 | POR | Portland General Electric Co | Stock-Utilities | 0.76% | -0.13% | +5.59% | |
| 43 | ETR | Entergy CORP | Stock-Utilities | 0.71% | -0.18% | +21.57% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.65% | +0.32% | +1.55% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.03% | +7.25% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.60% | -0.86% | -4.56% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | — | -1.83% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.37% | +204.08% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +2.45% | +16.68% | |
| 50 | IGF | Ishares Global Infrastructur | ETF-Other | 0.55% | -0.08% | -0.07% |
According to official SEC Form 13F filings, Fox Hill Wealth Management reported a total U.S. public equity portfolio value of $249.4M across 143 disclosed positions in Q1 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 MSFT, LLY, AAPL) accounted for 17.3% of total reported equity market value during Q1 2024.
During Q1 2024, Fox Hill Wealth Management's top holdings by market value included MSFT (11.6%)、LLY (5.5%)、AAPL (4.5%). The largest single position, MSFT, represented 11.6% of total portfolio value.
In Q1 2024, Fox Hill Wealth Management 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.
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.