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: 0001740316
Total reported value
$501.4M
$501.4M
126 檔
19.2%
As reported in its official Q1 2025 Form 13F filing, Gifford Fong Associates's tracked investment portfolio stood at $501.4M with 126 total positions.
In Q1 2025, Gifford Fong Associates displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.12% | — | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.58% | -0.01% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.06% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.51% | — | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.23% | -0.51% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.42% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.87% | +0.72% | +138.82% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | -0.07% | — | |
| 9 | GE | General Electric | Stock-Industrials | 1.91% | -0.07% | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.84% | +0.02% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +0.52% | — | |
| 12 | SYF | Synchrony Financial | Stock-Financials | 1.74% | +0.23% | — | |
| 13 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.66% | +0.06% | — | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.61% | — | — | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.57% | +0.09% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | — | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.45% | — | — | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | +0.04% | — | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.75% | — | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.24% | +0.85% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.35% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | +0.06% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.12% | — | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.17% | -0.29% | — | |
| 25 | PBI | Pitney Bowes Inc | Stock-Other | 1.15% | -0.15% | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | +0.06% | — | |
| 27 | C | Citigroup Inc | Stock-Financials | 1.09% | +0.12% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 1.08% | — | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.05% | +0.08% | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.04% | -0.07% | — | |
| 31 | T | At&t Inc | Stock-Comm Services | 1.01% | -0.10% | — | |
| 32 | IVZ | Invesco Ltd. | Stock-Financials | 0.96% | +0.11% | — | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.95% | — | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.92% | — | — | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.89% | — | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | — | — | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.87% | +0.06% | — | |
| 38 | FHN | First Horizon CORP | Stock-Financials | 0.87% | — | — | |
| 39 | F | Ford Motor Co | Stock-Consumer Disc | 0.86% | +0.03% | — | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.81% | — | — | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | +0.01% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | — | — | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | -0.11% | — | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.74% | -0.07% | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.74% | +0.04% | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | — | — | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.73% | +0.01% | — | |
| 48 | PNW | Pinnacle West Capital | Stock-Utilities | 0.71% | — | — | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.71% | — | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | CRM | Salesforce Inc | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | GE | General Electric | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | SYF | Synchrony Financial | — | NEW | New buy |
| 13 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 14 | MA | Mastercard Inc - A | — | NEW | New buy |
| 15 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | ABBV | Abbvie Inc | — | NEW | New buy |
| 18 | WMT | Walmart Inc | — | NEW | New buy |
| 19 | ORCL | Oracle CORP | — | NEW | New buy |
| 20 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 24 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 25 | PBI | Pitney Bowes Inc | — | NEW | New buy |
| 26 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 27 | C | Citigroup Inc | — | NEW | New buy |
| 28 | COP | Conocophillips | — | NEW | New buy |
| 29 | AMGN | Amgen Inc | — | NEW | New buy |
| 30 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 31 | T | At&t Inc | — | NEW | New buy |
| 32 | IVZ | Invesco Ltd. | — | NEW | New buy |
| 33 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 34 | CVX | Chevron CORP | — | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 36 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 37 | MS | Morgan Stanley | — | NEW | New buy |
| 38 | FHN | First Horizon CORP | — | NEW | New buy |
| 39 | F | Ford Motor Co | — | NEW | New buy |
| 40 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 41 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 42 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 43 | ADP | Automatic Data Processing | — | NEW | New buy |
| 44 | HON | Honeywell International Inc | — | NEW | New buy |
| 45 | AXP | American Express Co | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | ALL | Allstate CORP | — | NEW | New buy |
| 49 | PNW | Pinnacle West Capital | — | NEW | New buy |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gifford Fong Associates reported a total U.S. public equity portfolio value of $501.4M across 126 disclosed positions in Q1 2025.
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 NVDA, AMZN, AAPL) accounted for 19.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $32.6M
During Q1 2025, Gifford Fong Associates's top holdings by market value included NVDA (8.1%)、AMZN (4.6%)、AAPL (4.5%). The largest single position, NVDA, represented 8.1% of total portfolio value.
In Q1 2025, Gifford Fong Associates made 50 total portfolio adjustments, initiating 50 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.