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CIK: 0001965329
Total reported value
$245.4M
$245.4M
110 檔
17.6%
As reported in its official Q2 2024 Form 13F filing, STAR Financial Bank's tracked investment portfolio stood at $245.4M with 110 total positions.
During Q2 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 17.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.19% | -0.10% | -2.79% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.42% | +0.22% | -10.68% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.51% | -0.26% | +35.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.05% | -9.62% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.19% | -3.37% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.77% | -0.02% | -24.01% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.00% | -0.01% | -23.24% | |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.94% | -0.03% | — | |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.67% | — | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.59% | +0.40% | +63.86% | |
| 11 | STLD | Steel Dynamics Inc | Stock-Materials | 1.51% | +0.12% | -14.21% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.47% | -0.16% | +27.93% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.16% | -8.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.27% | -14.12% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.35% | — | — | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.30% | -0.02% | -28.21% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.25% | -0.03% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.19% | +0.25% | -23.42% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.25% | -5.94% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.04% | -7.61% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.10% | -17.08% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.01% | -13.78% | |
| 23 | BLKCHF | Blackrock Inc | Stock-Other | 1.07% | — | -8.58% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.07% | +0.09% | NEW | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.24% | +895.15% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.19% | EXIT | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.95% | — | — | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.95% | -0.18% | EXIT | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.94% | — | — | |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.94% | — | — | |
| 31 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.94% | — | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.02% | -7.95% | |
| 33 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.92% | -0.03% | — | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.92% | — | — | |
| 35 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.92% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.09% | -14.15% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.02% | -31.15% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | — | +417.05% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.04% | +2.08% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.01% | -13.25% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | — | -12.64% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.73% | -0.05% | -36.33% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | — | -12.91% | |
| 44 | MCHP | Microchip Technology Inc | Stock-Tech | 0.67% | +0.03% | -0.68% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | -0.01% | -23.68% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | -10.99% | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.59% | — | -12.99% | |
| 48 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.04% | -19.95% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.06% | -13.14% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.03% | -16.46% |
According to official SEC Form 13F filings, STAR Financial Bank reported a total U.S. public equity portfolio value of $245.4M across 110 disclosed positions in Q2 2024.
During Q2 2024, STAR Financial Bank's top holdings by market value included IWF (14.2%)、IJH (6.4%)、VTV (5.5%). The largest single position, IWF, represented 14.2% of total portfolio value.
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In Q2 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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