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CIK: 0001740316
Total reported value
$501.4M
$501.4M
127 檔
17.9%
The Q1 2024 SEC filing reveals that Gifford Fong Associates held a total portfolio value of $501.4M, covering 127 public equity positions.
During Q1 2024, Gifford Fong Associates'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 NVDA, AMZN, MSFT) accounted for 17.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.11% | — | -71.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.81% | -0.01% | -32.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.42% | -35.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.06% | -47.18% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.07% | — | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.01% | -0.51% | — | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 2.40% | +0.85% | -25.62% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.07% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +0.52% | -45.62% | |
| 10 | GE | General Electric | Stock-Industrials | 1.85% | -0.07% | -32.85% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | — | -42.04% | |
| 12 | SYF | Synchrony Financial | Stock-Financials | 1.57% | +0.23% | — | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.50% | +0.72% | -37.00% | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.49% | +0.06% | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.41% | +0.09% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | — | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.35% | -45.39% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.29% | -0.75% | -46.01% | |
| 20 | F | Ford Motor Co | Stock-Consumer Disc | 1.26% | +0.03% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | +0.06% | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | — | -39.36% | |
| 23 | IVZ | Invesco Ltd. | Stock-Financials | 1.17% | +0.11% | — | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | +0.04% | +200.00% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.08% | — | — | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.07% | +0.12% | — | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.07% | -0.07% | -6.11% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.07% | +0.08% | — | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.05% | — | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.12% | -41.15% | |
| 31 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.01% | — | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.97% | — | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | +0.02% | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.06% | — | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.85% | — | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | +0.08% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.81% | +0.02% | -47.98% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | — | -55.19% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.80% | -0.07% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.11% | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.78% | +0.06% | — | |
| 42 | MRO* | Marathon Oil CORP | Stock-Other | 0.77% | — | -46.33% | |
| 43 | FHN | First Horizon CORP | Stock-Financials | 0.76% | — | — | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | +0.01% | — | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.70% | -0.10% | — | |
| 46 | AXP | American Express Co | Stock-Financials | 0.69% | +0.04% | — | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | -0.11% | — | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.69% | — | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.67% | — | — | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.66% | — | — |
According to official SEC Form 13F filings, Gifford Fong Associates reported a total U.S. public equity portfolio value of $501.4M across 127 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Gifford Fong Associates's top holdings by market value included NVDA (9.1%)、AMZN (4.8%)、MSFT (4.0%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q1 2024, Gifford Fong Associates 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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