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CIK: 0001911491
Total reported value
$1.3B
$1.3B
63 檔
73.0%
According to the latest 13F quarterly dataset, TCM Advisors, LLC managed an equity portfolio of $1.3B at the end of Q4 2024, spanning 63 distinct U.S. exchange-listed positions.
During Q4 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, DIA, QQQ) accounted for 73.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 74.35% | -2.20% | +20.64% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 14.42% | +2.47% | +0.68% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.28% | +0.50% | -0.92% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.27% | +0.10% | +1.37% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.11% | +2.63% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.29% | +0.03% | +0.97% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.18% | — | -0.18% | |
| 8 | F | Ford Motor Co | Stock-Consumer Disc | 0.17% | +0.03% | -0.45% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -6.33% | |
| 10 | RS | Reliance Inc | Stock-Materials | 0.15% | -0.01% | -1.79% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | +0.01% | -2.57% | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 0.13% | -0.01% | -11.36% | |
| 13 | R | Ryder System Inc | Stock-Industrials | 0.13% | +0.01% | -9.57% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.03% | -7.07% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.01% | -15.47% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | — | -3.65% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | — | -12.83% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.01% | -20.11% | |
| 19 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.12% | — | -0.93% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.12% | -0.01% | -11.72% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | -0.01% | -17.69% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 0.12% | — | -13.16% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +0.01% | -9.59% | |
| 24 | UBSI | United Bankshares Inc | Stock-Financials | 0.11% | — | — | |
| 25 | IP | International Paper Co | Stock-Consumer Disc | 0.11% | — | -18.65% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.11% | — | -3.72% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.11% | — | -0.24% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 0.11% | -0.01% | +75.31% | |
| 29 | OMC | Omnicom Group | Stock-Comm Services | 0.11% | +0.01% | -8.09% | |
| 30 | SCI | Service CORP International | Stock-Consumer Disc | 0.10% | — | -10.81% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.10% | +0.01% | -20.57% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.10% | — | -10.49% | |
| 33 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.10% | -0.01% | -0.49% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.10% | — | -12.90% | |
| 35 | MET | Metlife Inc | Stock-Financials | 0.10% | +0.01% | -6.11% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | +9.00% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.10% | — | -20.00% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.10% | +0.01% | -2.80% | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.10% | +0.01% | -1.15% | |
| 40 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.10% | +0.01% | -7.23% | |
| 41 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.09% | +0.01% | -2.17% | |
| 42 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.09% | -0.01% | -19.02% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.09% | +0.01% | -20.00% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | +0.01% | -18.74% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.08% | — | -13.52% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.08% | -0.01% | +3.74% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -20.74% | |
| 48 | EMN | Eastman Chemical Co | Stock-Materials | 0.08% | — | -5.49% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | +0.04% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | — | -7.14% |
According to official SEC Form 13F filings, TCM Advisors, LLC reported a total U.S. public equity portfolio value of $1.3B across 63 disclosed positions in Q4 2024.
During Q4 2024, TCM Advisors, LLC's top holdings by market value included IWM (74.3%)、DIA (14.4%)、QQQ (3.3%). The largest single position, IWM, represented 74.3% of total portfolio value.
In Q4 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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