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CIK: 0001512944
Total reported value
—
$432.6M
49 檔
66.4%
In Q2 2024, Hall Kathryn A.'s U.S. equity holdings reached a combined market value of $432.6M, distributed across 49 disclosed stock positions.
During Q2 2024, Hall Kathryn A.'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 VOO, GAP, LEVI) accounted for 66.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.17% | — | +8.40% | |
| 2 | GAP | Gap Inc/the | Stock-Consumer Disc | 18.72% | — | — | |
| 3 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 9.63% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.75% | — | -1.30% | |
| 5 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.12% | — | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.61% | — | +36.16% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 2.50% | — | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.43% | — | — | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.39% | — | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.89% | — | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.78% | — | — | |
| 12 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 1.71% | — | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.50% | — | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 1.28% | — | — | |
| 15 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 1.12% | — | — | |
| 16 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.06% | — | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | — | — | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.03% | — | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | — | — | |
| 20 | LBTYA | Liberty Global Ltd. | Stock-Other | 1.00% | — | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | — | — | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.66% | — | +0.04% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.55% | — | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | — | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | — | |
| 26 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.49% | — | — | |
| 27 | 22941EUR | Liberty Media Corp-cl A New | Stock-Other | 0.48% | — | — | |
| 28 | PRU | Prudential Financial Inc | Stock-Financials | 0.47% | — | — | |
| 29 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.47% | — | — | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | — | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | — | |
| 32 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.35% | — | — | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.33% | — | — | |
| 34 | LBTYA | Liberty Global Ltd. | Stock-Other | 0.32% | — | — | |
| 35 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.32% | — | — | |
| 36 | LBRDA | Liberty Broadband-a | Stock-Other | 0.32% | — | — | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | — | — | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.22% | — | — | |
| 39 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.20% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.14% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.11% | — | — | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | — | +0.32% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.10% | — | — | |
| 48 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 0.06% | — | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Hall Kathryn A. reported a total U.S. public equity portfolio value of $432.6M across 49 disclosed positions in Q2 2024.
During Q2 2024, Hall Kathryn A.'s top holdings by market value included VOO (26.2%)、GAP (18.7%)、LEVI (9.6%). The largest single position, VOO, represented 26.2% of total portfolio value.
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 Q2 2024, Hall Kathryn A. 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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