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CIK: 0001811568
Total reported value
$7.9B
$7.9B
361 檔
15.5%
As reported in its official Q4 2024 Form 13F filing, Investment Management Corp of Ontario's tracked investment portfolio stood at $7.9B with 361 total positions.
In Q4 2024, Investment Management Corp of Ontario adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 123 holdings to manage risk exposure.
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.77% | -0.10% | -1.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.53% | -0.31% | -0.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.64% | -0.04% | +6.81% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.88% | -0.39% | -22.50% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.73% | -0.35% | +5.91% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.88% | -0.36% | +9.24% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | -0.27% | -9.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.82% | -0.19% | +46.57% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.81% | +0.12% | +121.87% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.02% | +22.41% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 1.73% | -0.04% | -10.19% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 1.61% | +0.02% | +3.61% | |
| 13 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.20% | -0.03% | -1.83% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.06% | -15.31% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.06% | -21.33% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | +0.05% | +39.40% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | — | -22.47% | |
| 18 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.93% | — | -17.29% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.86% | -0.03% | +1.25% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.13% | -36.71% | |
| 21 | MSCI | Msci Inc | Stock-Financials | 0.79% | — | -1.00% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.07% | +49.25% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.18% | -24.21% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | — | +329.78% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.05% | -0.43% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.58% | +0.01% | -18.98% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.03% | +58.79% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.10% | +6.37% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.03% | +50.58% | |
| 30 | ABX | Barrick Gold CORP | Stock-Financials | 0.43% | — | -0.61% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.42% | -0.01% | +76.16% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | -0.07% | -54.15% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.41% | -0.05% | +0.87% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.04% | +64.94% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.08% | +5.17% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.13% | -28.47% | |
| 37 | BMO | Bank Of Montreal | Stock-Financials | 0.39% | +0.10% | -2.24% | |
| 38 | ENB | Enbridge Inc | Stock-Energy | 0.39% | +0.03% | -3.97% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.39% | -0.08% | +25.06% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.15% | +44.60% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.37% | -0.05% | +48.59% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.22% | -40.60% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.03% | +22.09% | |
| 44 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.35% | — | +157.22% | |
| 45 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.34% | +0.07% | -1.98% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.33% | -27.27% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.80% | +53.47% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.32% | +0.17% | +87.37% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.28% | -0.02% | +212.75% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.26% | -0.19% | +434.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5% | -1.19% | Trim |
| 2 | NVDA | Nvidia CORP | +3.7% | -0.35% | Trim |
| 3 | AMZN | Amazon.com Inc | +3.1% | +6.81% | Add |
| 4 | TSLA | Tesla Inc | +2.8% | +5.91% | Add |
| 5 | AVGO | Broadcom Inc | +2.2% | +121.87% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +1.7% | +46.57% | Add |
| 7 | META | Meta Platforms Inc-class A | +1.1% | +9.24% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +1.1% | +22.41% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +1% | -9.61% | Trim |
| 10 | BKLN | Invesco Senior Loan ETF | +0.8% | -22.50% | Trim |
| 11 | SHOP | Shopify Inc - Class A | +0.6% | -1.83% | Trim |
| 12 | NEE | Nextera Energy Inc | +0.6% | +329.78% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +39.40% | Add |
| 14 | ADI | Analog Devices Inc | +0.5% | +3.61% | Add |
| 15 | WM | Waste Management Inc | +0.4% | -10.19% | Trim |
| 16 | UNH | Unitedhealth Group Inc | +0.4% | +49.25% | Add |
| 17 | BAC | Bank Of America CORP | +0.3% | +58.79% | Add |
| 18 | AXP | American Express Co | +0.3% | +76.16% | Add |
| 19 | UTHR | United Therapeutics CORP | +0.3% | +157.22% | Add |
| 20 | ORCL | Oracle CORP | +0.3% | +50.58% | Add |
| 21 | CRM | Salesforce Inc | +0.3% | +6.37% | Add |
| 22 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 23 | ACN | Accenture plc | +0.2% | +64.94% | Add |
| 24 | D | Dominion Energy Inc | +0.2% | +434.52% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.2% | +44.60% | Add |
| 26 | DUK | Duke Energy CORP | +0.2% | +212.75% | Add |
| 27 | ISRG | Intuitive Surgical Inc | +0.2% | +48.59% | Add |
| 28 | NOW | Servicenow Inc | +0.2% | +25.06% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | +0.2% | +53.79% | Add |
| 30 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 31 | AEP | American Electric Power | +0.2% | +337.36% | Add |
| 32 | CMCSA | Comcast Corp-class A | +0.2% | +87.37% | Add |
| 33 | MA | Mastercard Inc - A | +0.2% | -22.47% | Trim |
| 34 | COST | Costco Wholesale CORP | +0.2% | -21.33% | Trim |
| 35 | XEL | Xcel Energy Inc | +0.2% | +380.00% | Add |
| 36 | CEG | Constellation Energy | +0.2% | +197.35% | Add |
| 37 | WEC | Wec Energy Group Inc | +0.2% | +462.80% | Add |
| 38 | EXC | Exelon CORP | +0.2% | +327.65% | Add |
| 39 | MMM | 3m Co | +0.2% | +135.41% | Add |
| 40 | ABBV | Abbvie Inc | +0.2% | -0.43% | Trim |
| 41 | PPL | Ppl CORP | +0.1% | +524.05% | Add |
| 42 | BX | Blackstone Inc | +0.1% | +60.66% | Add |
| 43 | NFLX | Netflix Inc | +0.1% | -36.71% | Trim |
| 44 | VST | Vistra CORP | +0.1% | +34.23% | Add |
| 45 | GS | Goldman Sachs Group Inc | +0.1% | +21.34% | Add |
| 46 | EVRG | Evergy Inc | +0.1% | +761.81% | Add |
| 47 | APP | Applovin Corp-class A | +0.1% | +5.61% | Add |
| 48 | PNW | Pinnacle West Capital | +0.1% | NEW | New buy |
| 49 | CBRE | Cbre Group Inc - A | +0.1% | +206.04% | Add |
| 50 | DASH | Doordash Inc - A | +0.1% | +93.45% | Add |
According to official SEC Form 13F filings, Investment Management Corp of Ontario reported a total U.S. public equity portfolio value of $7.9B across 361 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 AAPL, NVDA, AMZN) accounted for 15.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $7.2M
Top Position Liquidated / Trimmed
IVV
前期市值: $263.4M
During Q4 2024, Investment Management Corp of Ontario's top holdings by market value included AAPL (13.8%)、NVDA (9.5%)、AMZN (6.6%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q4 2024, Investment Management Corp of Ontario made 200 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 36 holdings, and fully liquidating 123 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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