13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001006435
Total reported value
$441.1M
$441.1M
79 檔
26.9%
In Q4 2024, Pioneer Trust Bank N A/or's U.S. equity holdings reached a combined market value of $441.1M, distributed across 79 disclosed stock positions.
Pioneer Trust Bank N A/or executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.53% | +0.39% | -1.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.32% | -0.38% | -0.44% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.92% | -0.13% | -1.99% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.71% | +0.23% | +2.80% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.42% | +0.12% | +2.91% | |
| 6 | VMI | Valmont Industries | Stock-Industrials | 4.29% | +1.29% | -0.10% | |
| 7 | ACN | Accenture plc | Stock-Tech | 3.61% | -0.84% | -0.29% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 3.50% | -0.23% | -5.22% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.43% | +0.60% | -0.51% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.19% | +1.66% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | +0.12% | -0.74% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.57% | +0.12% | -2.23% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 2.52% | -0.14% | — | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.22% | -0.37% | -3.01% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.13% | -0.08% | -1.66% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.09% | +0.44% | +17.21% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 2.08% | -0.23% | +3.25% | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 1.98% | -0.05% | +8.38% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.60% | -7.20% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.88% | -0.10% | -0.93% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.83% | -0.18% | -8.05% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +1.04% | -0.61% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.69% | -0.25% | +0.36% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.66% | -0.09% | -1.99% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.65% | -1.58% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | -0.58% | +3.70% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.50% | -0.16% | +13.03% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.06% | -0.34% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | -0.23% | -0.56% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.24% | +146.41% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.35% | -0.13% | -9.56% | |
| 32 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.34% | -0.26% | +0.57% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.26% | -0.24% | +14.27% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.24% | +0.07% | -0.16% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.14% | — | -5.36% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.14% | -0.69% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | +45.17% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.05% | +24.71% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.03% | — | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.01% | -6.99% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.30% | +0.02% | -5.38% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.26% | -0.01% | +0.82% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.24% | -0.06% | +1.25% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | — | +5.33% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.01% | +16.07% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.19% | +0.01% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | +0.02% | — | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.19% | +0.02% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.19% | -0.02% | +14.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +2.5% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.9% | +146.41% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +2.91% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | +1.66% | Add |
| 5 | CRM | Salesforce Inc | +0.4% | +3.25% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.74% | Trim |
| 7 | AAPL | Apple Inc | +0.3% | -1.80% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.3% | -2.23% | Trim |
| 9 | WMT | Walmart Inc | +0.2% | +45.17% | Add |
| 10 | VMI | Valmont Industries | +0.2% | -0.10% | Trim |
| 11 | DIS | Walt Disney Co/the | +0.2% | -1.99% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.80% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -0.61% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | +24.71% | Add |
| 15 | HON | Honeywell International Inc | +0.1% | -1.65% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.69% | Trim |
| 17 | MCD | Mcdonald's CORP | +0.1% | +14.27% | Add |
| 18 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 19 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 20 | ITW | Illinois Tool Works | +0.1% | +8.38% | Add |
| 21 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 22 | T | At&t Inc | +0.1% | NEW | New buy |
| 23 | AVGO | Broadcom Inc | +0.1% | +21.60% | Add |
| 24 | BA | Boeing Co/the | 0% | +20.51% | Add |
| 25 | LLY | Eli Lilly & Co | 0% | +17.21% | Add |
| 26 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 27 | AXP | American Express Co | 0% | — | Unchanged |
| 28 | KO | Coca-cola Co/the | 0% | +5.33% | Add |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +1.25% | Add |
| 30 | ADBE | Adobe Inc | -0.1% | +13.03% | Add |
| 31 | RTX | Rtx CORP | -0.1% | -0.16% | Trim |
| 32 | ACN | Accenture plc | -0.1% | -0.29% | Trim |
| 33 | KEL | Kellanova | -0.1% | EXIT | Sold out |
| 34 | AMGN | Amgen Inc | -0.1% | -6.99% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +3.70% | Add |
| 36 | TJX | Tjx Companies Inc | -0.1% | -9.56% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -1.66% | Trim |
| 38 | JNJ | Johnson & Johnson | -0.2% | -0.34% | Trim |
| 39 | CVX | Chevron CORP | -0.2% | -7.20% | Trim |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -5.36% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.3% | +0.57% | Add |
| 42 | NEE | Nextera Energy Inc | -0.3% | -0.56% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.44% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.99% | Trim |
| 45 | ORCL | Oracle CORP | -0.3% | -5.22% | Trim |
| 46 | PEP | Pepsico Inc | -0.4% | -3.01% | Trim |
| 47 | LOW | Lowe's Cos Inc | -0.4% | -8.05% | Trim |
| 48 | DHR | Danaher CORP | -0.5% | -0.93% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | -0.51% | Trim |
| 50 | BLKCHF | Blackrock Inc | -2.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Pioneer Trust Bank N A/or reported a total U.S. public equity portfolio value of $441.1M across 79 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, MSFT, BRK-B) accounted for 26.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $10.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $8.8M
During Q4 2024, Pioneer Trust Bank N A/or's top holdings by market value included AAPL (7.5%)、MSFT (7.3%)、BRK-B (5.9%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q4 2024, Pioneer Trust Bank N A/or made 48 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.