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CIK: 0001766791
Total reported value
$402.6M
$402.6M
116 檔
28.1%
According to the latest 13F quarterly dataset, Grandview Asset Management LLC managed an equity portfolio of $402.6M at the end of Q4 2024, spanning 116 distinct U.S. exchange-listed positions.
In Q4 2024, Grandview Asset Management LLC displayed an active expansion posture, initiating 35 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 19.23% | -1.03% | -0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.85% | -0.28% | -11.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.07% | -0.72% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.89% | -0.20% | +18.79% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.51% | +0.63% | +22.54% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.91% | -0.46% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.12% | -0.31% | +2.79% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.81% | +0.07% | +3.87% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.02% | +7.54% | |
| 10 | PPL | Ppl CORP | Stock-Utilities | 1.96% | -0.49% | +2.66% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.27% | +2.26% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.62% | +1.07% | +5.37% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.55% | -0.12% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +0.27% | -8.95% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | -0.06% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | +0.09% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.25% | +0.02% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.06% | -2.51% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | -0.05% | -1.09% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | -0.03% | +12.38% | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.06% | -0.23% | +8.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.04% | -10.70% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.03% | -0.31% | -1.41% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 1.00% | +1.07% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.17% | +4.10% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.93% | +0.02% | -26.14% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.29% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.82% | — | +8.05% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.30% | — | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.79% | — | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.04% | +11.86% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.20% | — | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.60% | -0.03% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.03% | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 0.56% | -0.05% | — | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.56% | -0.11% | +5.90% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.51% | — | -6.93% | |
| 38 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.50% | +0.48% | -1.64% | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.47% | +0.02% | +16.53% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.06% | -8.17% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.44% | -0.01% | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | -0.02% | +1.56% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.02% | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.12% | +223.55% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.05% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.18% | +11.42% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.40% | — | — | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +1.06% | -1.35% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.25% | EXIT | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.37% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +6.1% | NEW | New buy |
| 2 | VYM | Vanguard High Dvd Yield ETF | +3.9% | NEW | New buy |
| 3 | VO | Vanguard Mid-cap ETF | +1.6% | NEW | New buy |
| 4 | VB | Vanguard Small-cap ETF | +1.4% | NEW | New buy |
| 5 | VTV | Vanguard Value ETF | +1.3% | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | +1.3% | NEW | New buy |
| 7 | MRVL | Marvell Technology Inc | +1% | NEW | New buy |
| 8 | WMT | Walmart Inc | +0.9% | NEW | New buy |
| 9 | CVX | Chevron CORP | +0.8% | NEW | New buy |
| 10 | IGV | Ishares Expanded Tech-softwa | +0.8% | NEW | New buy |
| 11 | PEP | Pepsico Inc | +0.7% | NEW | New buy |
| 12 | KRE | Ss Spdr S&p Regional Bank | +0.6% | NEW | New buy |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | NEW | New buy |
| 14 | PFF | Ishares Preferred & Income S | +0.6% | NEW | New buy |
| 15 | PNC | Pnc Financial Services Group | +0.4% | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | +0.4% | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | +0.4% | NEW | New buy |
| 18 | CSX | Csx CORP | +0.4% | NEW | New buy |
| 19 | HON | Honeywell International Inc | +0.4% | NEW | New buy |
| 20 | VV | Vanguard Large-cap ETF | +0.4% | NEW | New buy |
| 21 | NSC | Norfolk Southern CORP | +0.3% | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 23 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 24 | TM | Toyota Motor CORP -spon Adr | +0.3% | NEW | New buy |
| 25 | STM | Stmicroelectronics Nv-ny Shs | +0.3% | NEW | New buy |
| 26 | HSY | Hershey Co/the | +0.3% | NEW | New buy |
| 27 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 28 | TIP | Ishares Tips Bond ETF | +0.2% | NEW | New buy |
| 29 | LOW | Lowe's Cos Inc | +0.2% | NEW | New buy |
| 30 | HD | Home Depot Inc | +0.2% | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +223.55% | Add |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | +0.2% | NEW | New buy |
| 34 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 36 | LH | Labcorp Holdings Inc | +0.2% | NEW | New buy |
| 37 | TSLA | Tesla Inc | +0.1% | +12.38% | Add |
| 38 | VCIT | Vanguard Int-term Corporate | +0.1% | +151.61% | Add |
| 39 | NET | Cloudflare Inc - Class A | 0% | +16.53% | Add |
| 40 | CRM | Salesforce Inc | -0.2% | +8.05% | Add |
| 41 | V | Visa Inc-class A Shares | -0.2% | +11.86% | Add |
| 42 | NFLX | Netflix Inc | -0.3% | -1.41% | Trim |
| 43 | AVGO | Broadcom Inc | -0.3% | +3.87% | Add |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | +5.37% | Add |
| 45 | AMZN | Amazon.com Inc | -0.6% | +7.54% | Add |
| 46 | BX | Blackstone Inc | -0.8% | -26.14% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -1% | +22.54% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | +18.79% | Add |
| 49 | AAPL | Apple Inc | -4.5% | -11.97% | Trim |
| 50 | NVDA | Nvidia CORP | -8.1% | -0.47% | Trim |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $402.6M across 116 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 NVDA, AAPL, MSFT) accounted for 28.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
MSFT
市值: $16.5M
Top Position Liquidated / Trimmed
NVDA
前期市值: $47.6M
During Q4 2024, Grandview Asset Management LLC's top holdings by market value included NVDA (19.2%)、AAPL (6.8%)、MSFT (6.1%). The largest single position, NVDA, represented 19.2% of total portfolio value.
In Q4 2024, Grandview Asset Management LLC made 50 total portfolio adjustments, initiating 35 new buys, adding to 11 positions, trimming 4 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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