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CIK: 0001965329
Total reported value
$245.4M
$245.4M
90 檔
17.2%
In Q1 2024, STAR Financial Bank's U.S. equity holdings reached a combined market value of $245.4M, distributed across 90 disclosed stock positions.
During Q1 2024, STAR Financial Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IJH, VTV) accounted for 17.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.97% | -0.10% | -1.21% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.27% | +0.22% | +380.99% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.58% | -0.26% | +1.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.05% | -3.67% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.16% | -0.02% | -0.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.19% | -4.35% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.04% | -0.01% | +1.48% | |
| 8 | STLD | Steel Dynamics Inc | Stock-Materials | 2.23% | +0.12% | — | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.09% | -0.02% | +2.23% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | +0.25% | -0.11% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.65% | +0.09% | NEW | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.16% | -5.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.27% | -6.61% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.25% | -2.96% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | +0.02% | -3.16% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.10% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.01% | -3.40% | |
| 18 | BLKCHF | Blackrock Inc | Stock-Other | 1.37% | — | -2.43% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.04% | -4.41% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.32% | -0.05% | -1.83% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.30% | -0.16% | +3.88% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.09% | -2.54% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.02% | -4.55% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -0.19% | EXIT | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | +0.40% | -5.65% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.01% | -4.11% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.94% | -0.01% | -1.00% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | — | +0.69% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.87% | — | -1.70% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.04% | -1.04% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.03% | -2.02% | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.81% | -0.04% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.24% | +4.35% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.74% | — | -3.96% | |
| 35 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.73% | — | +6.99% | |
| 36 | MCHP | Microchip Technology Inc | Stock-Tech | 0.73% | +0.03% | -1.53% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | -0.06% | -0.21% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.69% | — | -6.70% | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.65% | — | -4.20% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.65% | -0.01% | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | -0.01% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.01% | -0.35% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.08% | — | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.57% | — | -4.55% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.09% | +2.45% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.54% | -0.10% | EXIT | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.52% | — | -2.54% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.01% | -7.11% | |
| 49 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.52% | — | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | — | -9.44% |
According to official SEC Form 13F filings, STAR Financial Bank reported a total U.S. public equity portfolio value of $245.4M across 90 disclosed positions in Q1 2024.
During Q1 2024, STAR Financial Bank's top holdings by market value included IWF (15.0%)、IJH (8.3%)、VTV (4.6%). The largest single position, IWF, represented 15.0% of total portfolio value.
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In Q1 2024, STAR Financial Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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