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CIK: 0001832237
Total reported value
$619.9M
$619.9M
81 檔
20.2%
As reported in its official Q4 2024 Form 13F filing, Te Ahumairangi Investment Management Ltd's tracked investment portfolio stood at $619.9M with 81 total positions.
In Q4 2024, Te Ahumairangi Investment Management Ltd adopted a defensive or profit-taking posture, trimming 68 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.51% | +0.48% | -12.93% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.07% | -0.79% | -4.26% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.42% | -0.01% | -14.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | -0.06% | -18.57% | |
| 5 | EG | Everest Group, Ltd. | Stock-Financials | 2.70% | +0.25% | -1.43% | |
| 6 | VRSN | Verisign Inc | Stock-Tech | 2.66% | -0.07% | -11.11% | |
| 7 | T | At&t Inc | Stock-Comm Services | 2.44% | -0.36% | -17.21% | |
| 8 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.27% | +0.09% | -14.75% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.21% | -0.02% | -25.97% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.20% | -0.23% | -4.55% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.90% | +0.18% | -23.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.12% | -11.07% | |
| 13 | KR | Kroger Co | Stock-Consumer Staples | 1.76% | -0.22% | -23.28% | |
| 14 | GWW | Ww Grainger Inc | Stock-Industrials | 1.76% | +0.16% | -22.31% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | +0.18% | -18.11% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.12% | +0.59% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | — | -29.59% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | -0.04% | -21.71% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.45% | +0.01% | -3.10% | |
| 20 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.36% | +0.06% | -13.62% | |
| 21 | ED | Consolidated Edison Inc | Stock-Utilities | 1.36% | +0.02% | +5.84% | |
| 22 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.32% | +0.17% | -12.88% | |
| 23 | DVA | Davita Inc | Stock-Healthcare | 1.32% | — | -12.40% | |
| 24 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.31% | +0.02% | -1.64% | |
| 25 | STLA | Stellantis N.V. | Stock-Consumer Disc | 1.28% | -0.25% | -12.55% | |
| 26 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.19% | -0.14% | -1.73% | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 1.15% | — | -1.57% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.11% | -0.07% | -6.21% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.09% | -29.89% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.08% | -15.70% | |
| 31 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.06% | +0.16% | -13.24% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | +0.03% | -6.94% | |
| 33 | SKAA | Skechers USA Inc-cl A | Stock-Other | 1.04% | — | -17.41% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 1.01% | +0.10% | -27.50% | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 1.00% | +0.04% | +3.81% | |
| 36 | HPQ | Hp Inc | Stock-Tech | 0.99% | -0.13% | -9.87% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | -0.10% | -35.40% | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.97% | -0.23% | -6.33% | |
| 39 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.96% | -0.24% | EXIT | |
| 40 | WPC | Wp Carey Inc | Stock-Real Estate | 0.96% | +0.03% | +4.67% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.95% | -0.01% | -15.39% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.93% | -0.38% | -7.36% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.93% | +0.04% | +11.37% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | -0.12% | EXIT | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.93% | -0.01% | +14.39% | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.90% | -0.03% | -2.37% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.03% | -32.86% | |
| 48 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.86% | — | -34.74% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.86% | -0.06% | -22.79% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.08% | -23.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -14.47% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -18.57% | Trim |
| 3 | VRSN | Verisign Inc | +0.3% | -11.11% | Trim |
| 4 | AVGO | Broadcom Inc | +0.3% | -21.71% | Trim |
| 5 | EG | Everest Group, Ltd. | +0.2% | -1.43% | Trim |
| 6 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | -15.70% | Trim |
| 8 | PG | Procter & Gamble Co/the | +0.2% | -3.10% | Trim |
| 9 | GM | General Motors Co | +0.2% | -15.39% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -11.07% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -18.11% | Trim |
| 12 | CL | Colgate-palmolive Co | +0.1% | +11.37% | Add |
| 13 | GDDY | Godaddy Inc - Class A | +0.1% | -13.80% | Trim |
| 14 | TD | Toronto-dominion Bank | +0.1% | +21.15% | Add |
| 15 | ED | Consolidated Edison Inc | +0.1% | +5.84% | Add |
| 16 | MRSH | Marsh & Mclennan Cos | +0.1% | +8.53% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | -12.93% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | +0.59% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +4.58% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | -23.32% | Trim |
| 21 | TRV | Travelers Cos Inc/the | +0.1% | -12.88% | Trim |
| 22 | WPC | Wp Carey Inc | +0.1% | +4.67% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | -4.26% | Trim |
| 24 | AEM | Agnico Eagle Mines LTD | +0.1% | -6.33% | Trim |
| 25 | GIS | General Mills Inc | +0.1% | +3.81% | Add |
| 26 | EXC | Exelon CORP | +0.1% | -1.05% | Trim |
| 27 | KGC | Kinross Gold CORP | +0.1% | -5.69% | Trim |
| 28 | LH | Labcorp Holdings Inc | +0.1% | -13.24% | Trim |
| 29 | JBL | Jabil Inc | +0.1% | -21.67% | Trim |
| 30 | T | At&t Inc | 0% | -17.21% | Trim |
| 31 | PEP | Pepsico Inc | 0% | +2.29% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +0.62% | Add |
| 33 | KHC | Kraft Heinz Co/the | 0% | -1.73% | Trim |
| 34 | PFE | Pfizer Inc | 0% | -6.21% | Trim |
| 35 | SJM | Jm Smucker Co/the | 0% | -5.20% | Trim |
| 36 | MDT | Medtronic plc | 0% | -2.54% | Trim |
| 37 | RY | Royal Bank Of Canada | — | -12.94% | Trim |
| 38 | DIS | Walt Disney Co/the | — | -27.23% | Trim |
| 39 | UPS | United Parcel Service-cl B | — | -10.44% | Trim |
| 40 | NFLX | Netflix Inc | — | -34.36% | Trim |
| 41 | DGX | Quest Diagnostics Inc | 0% | -13.62% | Trim |
| 42 | MCK | Mckesson CORP | 0% | -27.50% | Trim |
| 43 | CAH | Cardinal Health Inc | 0% | -21.42% | Trim |
| 44 | DUK | Duke Energy CORP | 0% | -12.42% | Trim |
| 45 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 46 | OGN | Organon & Co | 0% | -13.16% | Trim |
| 47 | MRK | Merck & Co. Inc. | 0% | -4.55% | Trim |
| 48 | SKAA | Skechers USA Inc-cl A | 0% | -17.41% | Trim |
| 49 | ACN | Accenture plc | 0% | -19.96% | Trim |
| 50 | ROIV | Roivant Sciences Ltd. | 0% | -21.63% | Trim |
According to official SEC Form 13F filings, Te Ahumairangi Investment Management Ltd reported a total U.S. public equity portfolio value of $619.9M across 81 disclosed positions in Q4 2024.
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 terms of portfolio concentration, the top 5 core holdings (including MSFT, VZ, AAPL) accounted for 20.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
UBER
市值: $829.0K
Top Position Liquidated / Trimmed
ADBE
前期市值: $2.3M
During Q4 2024, Te Ahumairangi Investment Management Ltd's top holdings by market value included MSFT (7.5%)、VZ (6.1%)、AAPL (5.4%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q4 2024, Te Ahumairangi Investment Management Ltd made 83 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 68 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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