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CIK: 0002007591
Total reported value
$15.6B
$15.6B
569 檔
7.1%
According to the latest 13F quarterly dataset, Freestone Grove Partners LP managed an equity portfolio of $15.6B at the end of Q4 2024, spanning 569 distinct U.S. exchange-listed positions.
During Q4 2024, Freestone Grove Partners LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.46% | +2.24% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.08% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | — | — | |
| 4 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.26% | -0.56% | EXIT | |
| 5 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.22% | — | EXIT | |
| 6 | COP | Conocophillips | Stock-Energy | 1.20% | — | — | |
| 7 | BA | Boeing Co/the | Stock-Industrials | 1.12% | — | — | |
| 8 | IP | International Paper Co | Stock-Consumer Disc | 1.08% | -0.08% | — | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 1.07% | +0.14% | NEW | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.06% | — | — | |
| 11 | SHEL | Shell Plc-adr | Stock-Energy | 1.02% | — | — | |
| 12 | FHN | First Horizon CORP | Stock-Financials | 0.92% | -0.30% | — | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 0.92% | -0.45% | EXIT | |
| 14 | C | Citigroup Inc | Stock-Financials | 0.88% | -0.60% | — | |
| 15 | HEI | Heico CORP | Stock-Industrials | 0.87% | +0.10% | — | |
| 16 | CNC | Centene CORP | Stock-Healthcare | 0.87% | — | — | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.87% | +0.69% | — | |
| 18 | CRS | Carpenter Technology | Stock-Industrials | 0.85% | — | — | |
| 19 | PNC | Pnc Financial Services Group | Stock-Financials | 0.85% | -0.26% | — | |
| 20 | WDC | Western Digital CORP | Stock-Tech | 0.84% | — | EXIT | |
| 21 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.83% | — | — | |
| 22 | UNM | Unum Group | Stock-Financials | 0.80% | +0.13% | — | |
| 23 | KEY | Keycorp | Stock-Financials | 0.78% | -0.55% | EXIT | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | — | — | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.77% | +0.06% | NEW | |
| 26 | ON | On Semiconductor | Stock-Tech | 0.76% | +0.03% | NEW | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.76% | -0.01% | — | |
| 28 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.76% | +0.27% | — | |
| 29 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.76% | +0.02% | NEW | |
| 30 | CHE | Chemed CORP | Stock-Healthcare | 0.76% | — | — | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 0.75% | -0.20% | EXIT | |
| 32 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.74% | -0.12% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | +0.72% | NEW | |
| 34 | PR | Permian Resources Corp-cl A | Stock-Energy | 0.70% | -0.22% | — | |
| 35 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.69% | — | — | |
| 36 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.69% | +0.10% | NEW | |
| 37 | CACI | Caci International Inc -cl A | Stock-Tech | 0.69% | — | — | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.68% | +0.01% | — | |
| 39 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.67% | -0.18% | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | +0.23% | — | |
| 41 | WDAY | Workday Inc-class A | Stock-Tech | 0.65% | +0.28% | NEW | |
| 42 | GL | Globe Life Inc | Stock-Financials | 0.64% | +0.05% | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.64% | -0.33% | EXIT | |
| 44 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.63% | — | — | |
| 45 | ZION | Zions Bancorp NA | Stock-Financials | 0.63% | -0.09% | — | |
| 46 | HPQ | Hp Inc | Stock-Tech | 0.62% | -0.14% | EXIT | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | — | NEW | |
| 48 | SNOW | Snowflake Inc | Stock-Tech | 0.60% | +0.89% | NEW | |
| 49 | A | Agilent Technologies Inc | Stock-Healthcare | 0.60% | +0.20% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.08% | — |
According to official SEC Form 13F filings, Freestone Grove Partners LP reported a total U.S. public equity portfolio value of $15.6B across 569 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GOOGL, XOM) accounted for 7.1% of total reported equity market value during Q4 2024.
During Q4 2024, Freestone Grove Partners LP's top holdings by market value included IVV (8.5%)、GOOGL (1.4%)、XOM (1.3%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q4 2024, Freestone Grove Partners LP 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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