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CIK: 0000315014
Total reported value
—
$1.4B
702 檔
28.0%
As reported in its official Q4 2024 Form 13F filing, Pitcairn Co's tracked investment portfolio stood at $1.4B with 702 total positions.
In Q4 2024, Pitcairn Co adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IWV, QAI, COM) accounted for 28.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 10.89% | — | -1.32% | |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 4.02% | — | +35.43% | |
| 3 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 3.16% | — | -1.67% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | — | -3.50% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | — | -1.80% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 2.30% | — | +3.81% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.28% | — | -0.88% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.11% | — | -3.16% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | — | -1.96% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.83% | — | -5.02% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.81% | — | — | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.69% | — | +10.17% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | — | -1.26% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | — | -3.97% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | — | -3.10% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | — | +5.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | — | -0.81% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | — | -0.55% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.74% | — | -8.59% | |
| 20 | VONE | Vanguard Russell 1000 | ETF-Other | 0.69% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | -6.85% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -7.02% | |
| 23 | APP | Applovin Corp-class A | Stock-Tech | 0.59% | — | +8.64% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | — | -3.04% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.56% | — | -5.46% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | — | -4.65% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -2.43% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | — | -10.59% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | — | +0.35% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | — | — | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | — | +10.23% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.49% | — | -12.73% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | — | -4.12% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | — | -4.94% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | — | +0.44% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | — | |
| 37 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.43% | — | -7.14% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -48.86% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | — | +26.16% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | — | +0.32% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | — | -2.70% | |
| 42 | MRVL | Marvell Technology Inc | Stock-Tech | 0.39% | — | +13.96% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | — | +11.72% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | -1.51% | |
| 45 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.37% | — | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | — | -27.48% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.36% | — | -2.12% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | — | -1.03% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | — | +26.32% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.34% | — | -3.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QAI | Nyli Hdg Multi-str Trk ETF | +1% | +35.43% | Add |
| 2 | APP | Applovin Corp-class A | +0.4% | +8.64% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | -1.26% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.3% | -1.96% | Trim |
| 5 | BCI | Abrdn Bloomberg All Commodit | +0.2% | NEW | New buy |
| 6 | IWB | Ishares Russell 1000 ETF | +0.2% | +10.17% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -3.50% | Trim |
| 8 | MRVL | Marvell Technology Inc | +0.2% | +13.96% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +11.72% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.88% | Trim |
| 11 | NFLX | Netflix Inc | +0.1% | +26.32% | Add |
| 12 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +26.16% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.1% | +10.23% | Add |
| 15 | HPE | Hewlett Packard Enterprise | +0.1% | +81.66% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.81% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.55% | Trim |
| 18 | IWV | Ishares Russell 3000 ETF | +0.1% | -1.32% | Trim |
| 19 | VVX | V2x Inc | +0.1% | NEW | New buy |
| 20 | TTD | Trade Desk Inc/the -class A | +0.1% | +313.93% | Add |
| 21 | WRB | Wr Berkley CORP | +0.1% | NEW | New buy |
| 22 | WFC | Wells Fargo & Co | +0.1% | +16.88% | Add |
| 23 | AZO | Autozone Inc | +0.1% | +46.46% | Add |
| 24 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +3.81% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +5.04% | Add |
| 26 | NTRS | Northern Trust CORP | +0.1% | +53.71% | Add |
| 27 | KLAC | Kla CORP | -0.1% | -45.78% | Trim |
| 28 | KO | Coca-cola Co/the | -0.1% | -7.38% | Trim |
| 29 | VZ | Verizon Communications Inc | -0.1% | -25.87% | Trim |
| 30 | NKE | Nike Inc -cl B | -0.1% | -43.14% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.1% | -2.70% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -3.10% | Trim |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -10.33% | Trim |
| 34 | INTU | Intuit Inc | -0.1% | -12.73% | Trim |
| 35 | ZTS | Zoetis Inc | -0.1% | -2.12% | Trim |
| 36 | AMGN | Amgen Inc | -0.1% | -8.12% | Trim |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -5.46% | Trim |
| 38 | SUB | Ishares Short-term National | -0.1% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -4.94% | Trim |
| 40 | MSFT | Microsoft CORP | -0.1% | -1.80% | Trim |
| 41 | ADBE | Adobe Inc | -0.1% | -16.37% | Trim |
| 42 | EPD | Enterprise Products Partners | -0.1% | -90.24% | Trim |
| 43 | VXF | Vanguard Extended Market ETF | -0.1% | -37.36% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.2% | -3.97% | Trim |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.2% | EXIT | Sold out |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.2% | -27.48% | Trim |
| 47 | VUSB | Vanguard Ultra Short Bond Et | -0.3% | EXIT | Sold out |
| 48 | CWI | State Street Spdr Msci Acwi | -0.3% | -5.02% | Trim |
| 49 | COM | Direxion Auspice Brd Cmdty | -0.3% | -1.67% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.4% | -48.86% | Trim |
According to official SEC Form 13F filings, Pitcairn Co reported a total U.S. public equity portfolio value of $1.4B across 702 disclosed positions in Q4 2024.
During Q4 2024, Pitcairn Co's top holdings by market value included IWV (10.9%)、QAI (4.0%)、COM (3.2%). The largest single position, IWV, represented 10.9% 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
BCI
市值: $3.8M
Top Position Liquidated / Trimmed
VUSB
前期市值: $4.5M
In Q4 2024, Pitcairn Co made 50 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 28 holdings, and fully liquidating 3 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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