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CIK: 0000315014
Total reported value
—
$1.3B
713 檔
26.1%
In Q1 2024, Pitcairn Co's U.S. equity holdings reached a combined market value of $1.3B, distributed across 713 disclosed stock positions.
In Q1 2024, Pitcairn Co displayed an active expansion posture, initiating 17 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWV, COM, MSFT) accounted for 26.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 713 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 10.39% | — | -1.42% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 3.26% | — | +2.92% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | — | +2.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | — | -9.83% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.21% | — | -0.06% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 2.09% | — | +17.89% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.85% | — | — | |
| 8 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.80% | — | +5.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.80% | — | -1.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | — | +1.23% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.37% | — | +10.55% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | — | +2.66% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | -0.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | — | +9.74% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | — | +0.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | — | -3.07% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | — | +6.15% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | — | +1.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | +4.92% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.69% | — | -0.49% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.69% | — | -7.85% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | — | -0.12% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.62% | — | -0.96% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | — | -3.47% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | — | +2.82% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | +10.81% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.58% | — | -8.20% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | — | +2.34% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | — | +2.90% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | +0.36% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.54% | — | -10.06% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | — | -11.22% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | — | — | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.49% | — | -11.43% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | — | — | |
| 38 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.46% | — | -16.24% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | — | -3.35% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | — | +32.59% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | -2.48% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | — | -37.81% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | — | +0.08% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.40% | — | — | |
| 45 | CTAS | Cintas CORP | Stock-Industrials | 0.40% | — | -2.52% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.38% | — | +7.76% | |
| 47 | KR | Kroger Co | Stock-Consumer Staples | 0.36% | — | +26.55% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.35% | — | +4.13% | |
| 49 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.34% | — | -6.76% | |
| 50 | CSGP | Costar Group Inc | Stock-Real Estate | 0.33% | — | +0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.9% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.7% | -9.83% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | NEW | New buy |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.5% | NEW | New buy |
| 6 | VXF | Vanguard Extended Market ETF | +0.4% | NEW | New buy |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.3% | NEW | New buy |
| 8 | SCHF | Schwab Intl Equity ETF | +0.3% | NEW | New buy |
| 9 | HLT | Hilton Worldwide Holdings In | +0.3% | +808.22% | Add |
| 10 | VV | Vanguard Large-cap ETF | +0.3% | NEW | New buy |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.2% | NEW | New buy |
| 12 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +6.15% | Add |
| 14 | DIS | Walt Disney Co/the | +0.2% | +32.59% | Add |
| 15 | EPD | Enterprise Products Partners | +0.2% | NEW | New buy |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | New buy |
| 17 | SMCIUSD | Super Micro Computer Inc | +0.1% | +24.61% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +240.54% | Add |
| 22 | WDAY | Workday Inc-class A | +0.1% | NEW | New buy |
| 23 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | NEW | New buy |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +55.80% | Add |
| 25 | KR | Kroger Co | +0.1% | +26.55% | Add |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +152.33% | Add |
| 27 | HIG | Hartford Insurance Group Inc | +0.1% | +61.96% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +10.81% | Add |
| 29 | QAI | Nyli Hdg Multi-str Trk ETF | 0% | +17.89% | Add |
| 30 | IWB | Ishares Russell 1000 ETF | 0% | +10.55% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.92% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | +1.23% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +9.74% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +0.28% | Add |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | -0.1% | +2.66% | Add |
| 37 | OUNZ | Vaneck Merk Gold ETF | -0.1% | +5.51% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -0.29% | Trim |
| 39 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -79.61% | Trim |
| 40 | XBIL | F/m US Treasury 6 Month Bill | -0.2% | EXIT | Sold out |
| 41 | LULU | Lululemon Athletica Inc | -0.2% | -13.37% | Trim |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.3% | EXIT | Sold out |
| 43 | CWI | State Street Spdr Msci Acwi | -0.3% | -0.06% | Trim |
| 44 | ADBE | Adobe Inc | -0.3% | -10.06% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -37.81% | Trim |
| 46 | BND | Vanguard Total Bond Market | -0.4% | -95.25% | Trim |
| 47 | COM | Direxion Auspice Brd Cmdty | -0.4% | +2.92% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -0.5% | -79.74% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -1.04% | Trim |
| 50 | IWV | Ishares Russell 3000 ETF | -1% | -1.42% | Trim |
According to official SEC Form 13F filings, Pitcairn Co reported a total U.S. public equity portfolio value of $1.3B across 713 disclosed positions in Q1 2024.
During Q1 2024, Pitcairn Co's top holdings by market value included IWV (10.4%)、COM (3.3%)、MSFT (2.9%). The largest single position, IWV, represented 10.4% of total portfolio value.
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.
Top New Position Initiated
IVV
市值: $14.1M
Top Position Liquidated / Trimmed
HYD
前期市值: $3.3M
In Q1 2024, Pitcairn Co made 49 total portfolio adjustments, initiating 17 new buys, adding to 19 positions, trimming 11 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.
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