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CIK: 0001512944
Total reported value
—
$477.0M
48 檔
68.1%
According to the latest 13F quarterly dataset, Hall Kathryn A. managed an equity portfolio of $477.0M at the end of Q3 2024, spanning 48 distinct U.S. exchange-listed positions.
In Q3 2024, Hall Kathryn A. displayed an active expansion posture, initiating 3 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, GAP, LEVI) accounted for 68.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
SIRI
市值: $6.2M
Top Position Liquidated / Trimmed
LM0C
前期市值: $4.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.27% | — | +24.88% | |
| 2 | GAP | Gap Inc/the | Stock-Consumer Disc | 15.67% | — | — | |
| 3 | LEVI | Levi Strauss & Co- Class A | Stock-Other | 9.87% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.31% | — | -0.76% | |
| 5 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.01% | — | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.58% | — | +0.25% | |
| 7 | T | At&t Inc | Stock-Comm Services | 2.50% | — | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.33% | — | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.83% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.79% | — | +4.19% | |
| 11 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 1.54% | — | — | |
| 12 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.36% | — | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.36% | — | — | |
| 14 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.30% | — | — | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.22% | — | — | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.17% | — | -48.21% | |
| 17 | LBTYA | Liberty Global Ltd. | Stock-Other | 1.10% | — | — | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.99% | — | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.97% | — | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.96% | — | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | — | — | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.64% | — | +0.03% | |
| 23 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.60% | — | — | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | — | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | — | — | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.49% | — | — | |
| 27 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.47% | — | — | |
| 28 | PRU | Prudential Financial Inc | Stock-Financials | 0.44% | — | — | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | — | +1.27% | |
| 30 | LBRDA | Liberty Broadband-a | Stock-Other | 0.41% | — | — | |
| 31 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 32 | LBTYA | Liberty Global Ltd. | Stock-Other | 0.36% | — | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.33% | — | — | |
| 35 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.31% | — | — | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | — | — | |
| 37 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.24% | — | — | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.20% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.15% | — | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.14% | — | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.11% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.10% | — | — | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.10% | — | +0.28% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | — | — | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.05% | — | — | |
| 48 | QVCAUSD | Qurate Retail Inc-series A | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Hall Kathryn A. reported a total U.S. public equity portfolio value of $477.0M across 48 disclosed positions in Q3 2024.
During Q3 2024, Hall Kathryn A.'s top holdings by market value included VOO (31.3%)、GAP (15.7%)、LEVI (9.9%). The largest single position, VOO, represented 31.3% of total portfolio value.
In Q3 2024, Hall Kathryn A. made 15 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 4 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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