IL
Irish Life Investment Managers Ltd. Historical SEC 13F Holdings & Archive (Q2 2013)
Irish Life Investment Managers Ltd.CIK: 0001427274
Diversified strategyLong-term holder
Total reported value
$7.9B
Reporting period: 2013-06-30 · Number of holdings: 1955
Irish Life Investment Managers Ltd. disclosed 1955 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $7.9B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 2.71
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 43.67
- Diversification
- 100
- Sizing Uniformity
- 65.02
Irish Life Investment Managers Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 148 equally-sized positions, well below its 1955 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.50), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 2.67% | — | — | — |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.45% | — | — | — |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | — | — | — |
| 4 | CVX | Chevron CORP | Stock-Energy | 1.72% | — | — | — |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | — | — | — |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | — | — | — |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | — | — | — |
| 8 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 1.51% | — | — | — |
| 9 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.50% | — | — | — |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | — | — | — |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 1.44% | — | — | — |
| 12 | T | At&t Inc | Stock-Comm Services | 1.40% | — | — | — |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.31% | — | — | — |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | — | — | — |
| 15 | C | Citigroup Inc | Stock-Financials | 1.12% | — | — | — |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.03% | — | — | — |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | — | — | — |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | — | — | — |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | — | — | — |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.94% | — | — | — |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.88% | — | — | — |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | — | — | — |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.85% | — | — | — |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | — | — | — |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | — | — | — |
| 26 | UTXZ | United Tech CORP | Stock-Other | 0.72% | — | — | — |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | — | — | — |
| 28 | INTC | Intel CORP | Stock-Tech | 0.69% | — | — | — |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | — | — | — |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | — | — | — |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | — | — | — |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.62% | — | — | — |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | — | — | — |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | — | — | — |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | — | — | — |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | — | — |
| 37 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.50% | — | — | — |
| 38 | HPE | Hewlett Packard Enterprise Company | Stock-Tech | 0.49% | — | — | — |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.48% | — | — | — |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | — | — | — |
| 41 | MET | Metlife Inc | Stock-Financials | 0.48% | — | — | — |
| 42 | MMM | 3m Co | Stock-Industrials | 0.47% | — | — | — |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | — | — | — |
| 44 | TWXCHF | Time Warner Inc | Stock-Other | 0.45% | — | — | — |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.45% | — | — | — |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.44% | — | — | — |
| 47 | COP | Conocophillips | Stock-Energy | 0.44% | — | — | — |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.43% | — | — | — |
| 49 | ✓ | Stock-Other | 0.42% | — | — | — | |
| 50 | ✓ | Stock-Other | 0.41% | — | — | — |
1–50 of 200
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Irish Life Investment Managers Ltd. and what type of investor is it?
Irish Life Investment Managers Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $7.9B, spread across 1955 disclosed positions.
What are Irish Life Investment Managers Ltd.'s largest equity positions?
Based on the latest 13F filing, Irish Life Investment Managers Ltd.'s top holdings by market value are:
1. Exxon Mobil CORP (XOM) — $211.3M (2.7%)
2. Apple Inc (AAPL) — $193.7M (2.5%)
3. Microsoft CORP (MSFT) — $160.2M (2.0%)
4. Chevron CORP (CVX) — $136.0M (1.7%)
5. Jpmorgan Chase & Co (JPM) — $127.7M (1.6%)
What changes did Irish Life Investment Managers Ltd. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Irish Life Investment Managers Ltd. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Irish Life Investment Managers Ltd. focus on?
Irish Life Investment Managers Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 20.5%
• Health Care: 18.4%
• Financials: 17.3%
• Consumer Staples: 11.6%
• Energy: 10.7%
• Communication Services: 8.0%
Investment Profile
Irish Life Investment Managers Ltd.'s portfolio is broadly diversified and long-term-holding.
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Developer Access
Access Irish Life Investment Managers Ltd.'s institutional profile programmatically:
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curl https://alphasmo.com/api/v1/institutions/irish-life-investment-managers-ltdCLI
npx alphasmo institutions get irish-life-investment-managers-ltd