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CIK: 0001986389
Total reported value
$324.6M
$324.6M
153 檔
33.6%
As reported in its official Q4 2024 Form 13F filing, Lazari Capital Management, Inc.'s tracked investment portfolio stood at $324.6M with 153 total positions.
In Q4 2024, Lazari Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 17.52% | -0.01% | +18.77% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.21% | -0.69% | +1.09% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.02% | +0.17% | +6.79% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.89% | +0.58% | +35.25% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 4.80% | -0.37% | +1.07% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.94% | +0.77% | -1.26% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.86% | -0.29% | -13.97% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.20% | +1.80% | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 2.28% | -0.97% | +49.51% | |
| 10 | BA | Boeing Co/the | Stock-Industrials | 2.02% | — | +23.76% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.88% | +0.01% | +4.31% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.73% | +0.03% | -0.61% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.38% | -0.19% | -0.03% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.03% | -22.40% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.03% | -5.18% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -0.06% | +13.80% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | +2.09% | +21.95% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.47% | -12.25% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | -0.11% | +13.98% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | -0.01% | +0.92% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.02% | +0.76% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.01% | -16.81% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.27% | -1.53% | |
| 24 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.84% | -0.06% | -32.13% | |
| 25 | SRE | Sempra | Stock-Utilities | 0.84% | -0.82% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.09% | -17.84% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | -0.08% | +42.20% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.11% | +7.40% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.73% | -0.09% | +1.16% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | — | -4.97% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | -0.05% | -7.43% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.20% | -1.36% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.51% | -0.19% | +1.10% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.47% | -0.04% | -36.60% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.46% | -0.04% | -9.23% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.43% | +0.03% | +0.78% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.11% | +2.84% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.15% | +1.16% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.04% | +1.07% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.39% | -0.01% | +1.51% | |
| 41 | DVN | Devon Energy CORP | Stock-Energy | 0.39% | -0.15% | -7.93% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.02% | -37.85% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.04% | +4.32% | |
| 44 | MESO | Mesoblast Ltd- Spon Adr | Stock-Other | 0.36% | -0.05% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.05% | +124.85% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.34% | +0.03% | -2.86% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | -0.16% | +45.02% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.34% | -0.12% | -0.63% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | +1.77% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.11% | +5.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.8% | +18.77% | Add |
| 2 | NVDA | Nvidia CORP | +1.7% | +35.25% | Add |
| 3 | AMZN | Amazon.com Inc | +1% | +6.79% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | +4.31% | Add |
| 5 | BP | Bp Plc-spons Adr | +0.5% | +49.51% | Add |
| 6 | BA | Boeing Co/the | +0.5% | +23.76% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +13.80% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | -0.03% | Trim |
| 9 | MESO | Mesoblast Ltd- Spon Adr | +0.2% | — | Unchanged |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.26% | Trim |
| 11 | MCK | Mckesson CORP | +0.2% | NEW | New buy |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.2% | +42.20% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +124.85% | Add |
| 14 | HON | Honeywell International Inc | +0.2% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.1% | +7.40% | Add |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +65.28% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 19 | CRM | Salesforce Inc | +0.1% | +1.16% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.76% | Add |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.61% | Trim |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +13.98% | Add |
| 23 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | Sold out |
| 24 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 25 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 26 | DISV | Dimensional International Sm | -0.1% | -33.57% | Trim |
| 27 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | Sold out |
| 28 | IEMG | Ishares Core Msci Emerging | -0.1% | -48.94% | Trim |
| 29 | COIN | Coinbase Global Inc -class A | -0.1% | EXIT | Sold out |
| 30 | BND | Vanguard Total Bond Market | -0.1% | -32.00% | Trim |
| 31 | DFSV | Dimensional US Small Cap Val | -0.1% | -28.80% | Trim |
| 32 | FBND | Fidelity Total Bond ETF | -0.2% | -26.75% | Trim |
| 33 | DVN | Devon Energy CORP | -0.2% | -7.93% | Trim |
| 34 | LUV 1.25 05-01-25Bond | Southwest Airlines Co | -0.2% | EXIT | Sold out |
| 35 | XOM | Exxon Mobil CORP | -0.2% | -1.53% | Trim |
| 36 | MGV | Vanguard Mega Cap Value ETF | -0.2% | -58.02% | Trim |
| 37 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -54.37% | Trim |
| 38 | VFMO | Vanguard US Momentum Factor | -0.2% | -35.51% | Trim |
| 39 | AMD | Advanced Micro Devices | -0.2% | +21.95% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -17.84% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.2% | -16.81% | Trim |
| 42 | PYPL | Paypal Holdings Inc | -0.3% | -36.60% | Trim |
| 43 | GILD | Gilead Sciences Inc | -0.3% | -68.88% | Trim |
| 44 | ABBV | Abbvie Inc | -0.3% | -5.18% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.3% | +1.09% | Add |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -37.85% | Trim |
| 47 | VZ | Verizon Communications Inc | -0.4% | -12.25% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -22.40% | Trim |
| 49 | WYNN | Wynn Resorts LTD | -0.6% | -32.13% | Trim |
| 50 | UBER | Uber Technologies Inc | -1.6% | +1.07% | Add |
According to official SEC Form 13F filings, Lazari Capital Management, Inc. reported a total U.S. public equity portfolio value of $324.6M across 153 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, META, AMZN) accounted for 33.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
MCK
市值: $443.1K
Top Position Liquidated / Trimmed
LUV 1.25 05-01-25
前期市值: $379.7K
During Q4 2024, Lazari Capital Management, Inc.'s top holdings by market value included AAPL (17.5%)、META (8.2%)、AMZN (7.0%). The largest single position, AAPL, represented 17.5% of total portfolio value.
In Q4 2024, Lazari Capital Management, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 6 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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