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CIK: 0001086318
Total reported value
$10.9B
$10.9B
2377 檔
17.6%
In Q4 2024, Intech Investment Management LLC's U.S. equity holdings reached a combined market value of $10.9B, distributed across 2377 disclosed stock positions.
During Q4 2024, Intech Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.46% | +0.21% | -0.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.15% | -19.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.78% | -10.91% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | -0.05% | +6.26% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.27% | -25.93% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.28% | -7.58% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | -0.49% | -9.71% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.17% | -7.46% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.33% | +0.20% | +37.04% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.31% | -0.19% | +32.37% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.22% | +61.95% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | -0.27% | +41.49% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.18% | -0.04% | +23.14% | |
| 14 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.01% | — | +2.11% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.93% | -0.03% | +42.03% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | +0.01% | +111.93% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | — | +31.65% | |
| 18 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.80% | +0.10% | +63.20% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.04% | -11.22% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.72% | -0.24% | +87.21% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.03% | +12.45% | |
| 22 | CTAS | Cintas CORP | Stock-Industrials | 0.58% | -0.01% | +160.15% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.11% | +102.59% | |
| 24 | FICO | Fair Isaac CORP | Stock-Tech | 0.55% | — | +23.67% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.25% | +653.93% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | — | +78.01% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | +0.05% | -6.45% | |
| 28 | GM | General Motors Co | Stock-Consumer Disc | 0.51% | +0.01% | +12.04% | |
| 29 | EME | Emcor Group Inc | Stock-Industrials | 0.51% | +0.17% | +65.15% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | +0.01% | +431.13% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.48% | +0.11% | +311.99% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.48% | +0.02% | +5.23% | |
| 33 | BRO | Brown & Brown Inc | Stock-Financials | 0.48% | — | +17.30% | |
| 34 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.47% | -0.01% | +198.68% | |
| 35 | DXCM | Dexcom Inc | Stock-Healthcare | 0.47% | — | +60.79% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.21% | +291.56% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.02% | -17.52% | |
| 38 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.43% | +0.13% | +99.95% | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.41% | +0.03% | -38.50% | |
| 40 | CNC | Centene CORP | Stock-Healthcare | 0.40% | +0.01% | +4390.82% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | — | +7.91% | |
| 42 | VLTO | Veralto CORP | Stock-Industrials | 0.37% | -0.05% | +43.70% | |
| 43 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.37% | +0.01% | -23.74% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.01% | -10.05% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.34% | +0.15% | -1.79% | |
| 46 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.33% | -0.06% | +91.81% | |
| 47 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.32% | +0.01% | +151.82% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | -0.04% | -20.37% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.12% | -41.57% | |
| 50 | SU | Suncor Energy Inc | Stock-Energy | 0.27% | -0.03% | +65.63% |
According to official SEC Form 13F filings, Intech Investment Management LLC reported a total U.S. public equity portfolio value of $10.9B across 2377 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 17.6% of total reported equity market value during Q4 2024.
During Q4 2024, Intech Investment Management LLC's top holdings by market value included NVDA (5.5%)、AAPL (4.5%)、MSFT (3.5%). The largest single position, NVDA, represented 5.5% of total portfolio value.
In Q4 2024, Intech Investment Management 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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