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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.
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CIK: 0001911491
Total reported value
$1.3B
$1.3B
61 檔
14.5%
The Q1 2024 SEC filing reveals that TCM Advisors, LLC held a total portfolio value of $1.3B, covering 61 public equity positions.
During Q1 2024, TCM Advisors, LLC'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 IWM, QQQ, TLT) accounted for 14.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 51.95% | -2.20% | -41.57% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.45% | +0.50% | -4.62% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.65% | +0.10% | +3.42% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 2.26% | -0.11% | -1.69% | |
| 5 | F | Ford Motor Co | Stock-Consumer Disc | 1.01% | +0.03% | -1.47% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.97% | +0.03% | +2.51% | |
| 7 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.80% | — | -5.25% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.01% | -10.74% | |
| 9 | RS | Reliance Inc | Stock-Materials | 0.76% | -0.01% | -16.67% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.01% | -6.16% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | +0.01% | -5.02% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 0.68% | -0.01% | -7.58% | |
| 13 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 0.67% | +0.01% | -6.19% | |
| 14 | OMC | Omnicom Group | Stock-Comm Services | 0.66% | +0.01% | -7.69% | |
| 15 | R | Ryder System Inc | Stock-Industrials | 0.65% | +0.01% | -10.06% | |
| 16 | FAST | Fastenal Co | Stock-Industrials | 0.64% | — | -10.66% | |
| 17 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.62% | +0.01% | -6.54% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.01% | -7.83% | |
| 19 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.60% | +0.01% | -3.20% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.01% | -6.45% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.03% | -1.98% | |
| 22 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.59% | +0.01% | -1.94% | |
| 23 | IP | International Paper Co | Stock-Consumer Disc | 0.57% | — | -2.03% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | — | +2.38% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.56% | — | -4.49% | |
| 26 | EMN | Eastman Chemical Co | Stock-Materials | 0.56% | — | +1.38% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | — | +180.93% | |
| 28 | MET | Metlife Inc | Stock-Financials | 0.55% | +0.01% | -1.51% | |
| 29 | SCI | Service CORP International | Stock-Consumer Disc | 0.54% | — | -2.51% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.54% | — | -8.62% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | -5.41% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 33 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.51% | -0.01% | +1.43% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | -0.01% | -0.74% | |
| 35 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.50% | +0.01% | -2.70% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.49% | -0.01% | -0.67% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | -11.38% | |
| 38 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.49% | -0.01% | — | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.48% | +0.01% | -0.95% | |
| 40 | UBSI | United Bankshares Inc | Stock-Financials | 0.47% | — | — | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | — | -2.17% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | -1.53% | |
| 43 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.46% | +0.01% | -4.76% | |
| 44 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | +0.01% | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | +0.01% | -1.01% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.44% | — | — | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.42% | — | -4.68% | |
| 48 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.42% | — | +4.55% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.40% | — | -7.41% | |
| 50 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.40% | +0.02% | -5.31% |
According to official SEC Form 13F filings, TCM Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 61 disclosed positions in Q1 2024.
During Q1 2024, TCM Advisors, LLC's top holdings by market value included IWM (52.0%)、QQQ (11.4%)、TLT (4.7%). The largest single position, IWM, represented 52.0% 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.
In Q1 2024, TCM Advisors, LLC 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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