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CIK: 0001084683
Total reported value
$2.1B
$2.1B
101 檔
15.1%
During the Q1 2024 filing period, Greenwood Gearhart LLC (CIK: 0001084683) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 101 reported positions.
During Q1 2024, Greenwood Gearhart LLC'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 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.89% | +0.22% | +11.82% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.43% | +0.20% | +40.54% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.08% | -0.43% | +1.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.15% | +0.96% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.10% | +0.82% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.18% | -0.24% | +2.30% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 3.12% | +0.32% | +2.90% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.05% | -0.13% | +1.75% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.94% | -0.46% | +3.47% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.83% | -0.22% | -6.35% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.65% | -0.36% | +37.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.11% | +3.09% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.34% | -0.80% | +204.01% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.29% | +0.04% | +4824.24% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.20% | -13.03% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.14% | -0.09% | +8.19% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.14% | +1.01% | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.94% | +1.36% | +201.98% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.02% | -2.12% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.74% | +0.07% | +480.08% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.68% | +0.15% | +16.34% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.39% | +6.02% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | — | -12.73% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.45% | — | -6.91% | |
| 25 | VDE | Vanguard Energy ETF | ETF-Other | 1.28% | -0.39% | +23483.22% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | +0.02% | -16.10% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.21% | +0.01% | NEW | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.09% | +2.35% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.16% | — | +1.31% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.14% | -0.11% | -3.07% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.12% | -0.01% | -17.95% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 1.12% | +0.23% | -35.36% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.01% | +3.45% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.02% | -16.44% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.06% | — | -29.65% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.06% | — | -23.24% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.05% | — | -23.56% | |
| 38 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.05% | — | -4.68% | |
| 39 | ACN | Accenture plc | Stock-Tech | 1.01% | — | -25.94% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.86% | — | -12.99% | |
| 41 | J | Jacobs Solutions Inc | Stock-Industrials | 0.83% | -0.05% | -35.36% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.69% | -0.06% | -0.52% | |
| 43 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.69% | -0.06% | -1.11% | |
| 44 | HOMB | Home Bancshares Inc | Stock-Financials | 0.64% | -0.03% | -0.19% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.01% | +12.69% | |
| 46 | TAN | Invesco Solar ETF | ETF-Other | 0.60% | — | +2.80% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.04% | +2.44% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.24% | -0.01% | -5.37% | |
| 49 | TOST | Toast Inc-class A | Stock-Tech | 0.19% | — | — | |
| 50 | AON | Aon plc | Stock-Financials | 0.17% | — | -3.64% |
According to official SEC Form 13F filings, Greenwood Gearhart LLC reported a total U.S. public equity portfolio value of $2.1B across 101 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, IGIB) accounted for 15.1% of total reported equity market value during Q1 2024.
During Q1 2024, Greenwood Gearhart LLC's top holdings by market value included VOO (9.9%)、SCHX (9.4%)、IGIB (5.1%). The largest single position, VOO, represented 9.9% of total portfolio value.
In Q1 2024, Greenwood Gearhart LLC 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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