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CIK: 0002016110
Total reported value
$249.4M
$249.4M
128 檔
21.2%
During the Q4 2024 filing period, Fox Hill Wealth Management (CIK: 0002016110) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $249.4M across 128 reported positions.
During Q4 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 | 9.83% | -1.17% | -3.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.10% | — | -1.62% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | -0.08% | -5.88% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.10% | +0.47% | -9.36% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.50% | -0.27% | -1.56% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.13% | -8.79% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 2.90% | -0.45% | -6.03% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.44% | -0.60% | -1.64% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.41% | -0.13% | -6.95% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.35% | -0.78% | -2.31% | |
| 11 | ANET | Arista Networks Inc | Stock-Tech | 1.94% | +0.30% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.25% | +3.87% | |
| 13 | VST | Vistra CORP | Stock-Utilities | 1.67% | -0.10% | +1.53% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | — | -6.76% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.60% | -0.38% | +2.31% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.59% | -0.33% | +5.30% | |
| 17 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.53% | — | +5.31% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.49% | -0.10% | EXIT | |
| 19 | CEG | Constellation Energy | Stock-Utilities | 1.42% | -0.09% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.12% | +1.14% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.38% | — | +2.20% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.38% | -0.86% | +47.38% | |
| 23 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.33% | -0.11% | +0.31% | |
| 24 | DVA | Davita Inc | Stock-Healthcare | 1.30% | +0.10% | -3.22% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | +1.62% | +94.53% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.16% | -0.24% | -1.15% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.15% | -0.43% | +0.77% | |
| 28 | NI | Nisource Inc | Stock-Utilities | 1.02% | -0.16% | -0.40% | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 1.02% | -0.12% | +0.06% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.16% | -14.35% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.05% | -2.07% | |
| 32 | ETR | Entergy CORP | Stock-Utilities | 0.94% | -0.18% | +96.74% | |
| 33 | AEE | Ameren Corporation | Stock-Utilities | 0.92% | -0.12% | +0.33% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.91% | -0.11% | +1.06% | |
| 35 | SMR | Nuscale Power CORP | Stock-Industrials | 0.90% | -0.14% | +31.16% | |
| 36 | SRE | Sempra | Stock-Utilities | 0.87% | — | +0.26% | |
| 37 | SLV | Ishares Silver Trust | ETF-Commodities | 0.87% | -0.29% | -0.86% | |
| 38 | FTNT | Fortinet Inc | Stock-Tech | 0.87% | +0.33% | -0.15% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.86% | -0.12% | +1.01% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.82% | -0.10% | +0.43% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.17% | +3.40% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.76% | — | — | |
| 43 | POR | Portland General Electric Co | Stock-Utilities | 0.75% | -0.13% | +2.87% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.74% | — | -4.39% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.37% | -2.13% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.73% | — | -47.33% | |
| 47 | PHO | Invesco Water Resources ETF | ETF-Other | 0.66% | -0.07% | -3.23% | |
| 48 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.63% | -0.33% | EXIT | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.03% | -12.39% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.58% | — | -48.10% |
According to official SEC Form 13F filings, Fox Hill Wealth Management reported a total U.S. public equity portfolio value of $249.4M across 128 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.2% of total reported equity market value during Q4 2024.
During Q4 2024, Fox Hill Wealth Management's top holdings by market value included MSFT (9.8%)、AAPL (7.1%)、NVDA (5.3%). The largest single position, MSFT, represented 9.8% of total portfolio value.
In Q4 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.
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