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CIK: 0000314169
Total reported value
$387.8M
$387.8M
75 檔
37.6%
In Q4 2024, Terril Brothers, Inc.'s U.S. equity holdings reached a combined market value of $387.8M, distributed across 75 disclosed stock positions.
In Q4 2024, Terril Brothers, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.56% | +0.73% | +0.05% | |
| 2 | C | Citigroup Inc | Stock-Financials | 9.36% | +1.92% | +3.67% | |
| 3 | NEM | Newmont CORP | Stock-Materials | 8.71% | — | -0.89% | |
| 4 | VZ | Verizon Communications Inc | Stock-Comm Services | 7.71% | -1.97% | +0.07% | |
| 5 | COHR | Coherent CORP | Stock-Tech | 6.92% | — | -0.29% | |
| 6 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 5.95% | — | +82.50% | |
| 7 | T | At&t Inc | Stock-Comm Services | 5.82% | -0.07% | -14.48% | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.48% | -0.51% | -0.20% | |
| 9 | WES | Western Midstream Partners L | Stock-Energy | 4.37% | -0.04% | +38.44% | |
| 10 | CLF | Cleveland-cliffs Inc | Stock-Materials | 3.00% | — | +1.49% | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.72% | — | +5.19% | |
| 12 | WWD | Woodward Inc | Stock-Industrials | 2.63% | +0.13% | — | |
| 13 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 2.35% | +2.02% | -22.77% | |
| 14 | GMED | Globus Medical Inc - A | Stock-Healthcare | 2.01% | -1.07% | -0.40% | |
| 15 | KYN | Kayne Anderson Energy Infra | Stock-Other | 1.79% | +1.25% | +40.23% | |
| 16 | TOST | Toast Inc-class A | Stock-Tech | 1.63% | +2.05% | -0.17% | |
| 17 | SOLV | Solventum CORP | Stock-Healthcare | 1.62% | +0.69% | — | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.59% | +0.03% | — | |
| 19 | LUV | Southwest Airlines Co | Stock-Industrials | 1.53% | — | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.37% | -1.02% | EXIT | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.34% | -0.07% | -3.06% | |
| 22 | SGOL | abrdn Physical Gold Shares ETF | ETF-Commodities | 1.25% | -1.19% | EXIT | |
| 23 | ET | Energy Transfer LP | Stock-Energy | 1.06% | -0.06% | +0.42% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.04% | — | +0.01% | |
| 25 | MOS | Mosaic Co/the | Stock-Materials | 0.96% | -1.26% | -9.43% | |
| 26 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.71% | -0.16% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.04% | +1.98% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.15% | -5.48% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | — | +18.11% | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.27% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.08% | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | +0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | +102.51% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | — | — | |
| 35 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.21% | — | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.04% | +13.68% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.19% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.04% | — | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | — | +1.68% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.16% | — | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | — | +4.04% | |
| 42 | GLNG | Golar LNG Limited | Stock-Energy | 0.15% | -0.04% | +8.57% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.13% | -0.04% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — | |
| 45 | NPKI | Npk International Inc | Stock-Other | 0.12% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.11% | — | +31.71% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | +0.01% | — | |
| 48 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.10% | — | -35.71% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.04% | +17.52% | |
| 50 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCG | P G & E CORP | +5.9% | NEW | New buy |
| 2 | KRE | Ss Spdr S&p Regional Bank | +2.3% | +82.50% | Add |
| 3 | SOLV | Solventum CORP | +1.5% | NEW | New buy |
| 4 | MMM | 3m Co | +1.5% | NEW | New buy |
| 5 | LUV | Southwest Airlines Co | +1.4% | NEW | New buy |
| 6 | WES | Western Midstream Partners L | +0.7% | +38.44% | Add |
| 7 | CLIP | Global X 1-3 Month T-bill | +0.7% | NEW | New buy |
| 8 | KYN | Kayne Anderson Energy Infra | +0.5% | +40.23% | Add |
| 9 | TOST | Toast Inc-class A | +0.2% | -0.17% | Trim |
| 10 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +102.51% | Add |
| 12 | ✓ | +0.1% | NEW | New buy | |
| 13 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 14 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 16 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | New buy |
| 17 | ASTL | Algoma Steel Group Inc | +0.1% | NEW | New buy |
| 18 | CPT | Camden Property Trust | +0.1% | NEW | New buy |
| 19 | LIN | Linde plc | +0.1% | NEW | New buy |
| 20 | ACGL | Arch Capital Group Ltd. | +0.1% | NEW | New buy |
| 21 | L | Loews CORP | +0.1% | NEW | New buy |
| 22 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 23 | C | Citigroup Inc | +0.1% | +3.67% | Add |
| 24 | ET | Energy Transfer LP | +0.1% | +0.42% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | +13.68% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.11% | Add |
| 28 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 29 | GLNG | Golar LNG Limited | 0% | +8.57% | Add |
| 30 | JPM | Jpmorgan Chase & Co | — | +1.98% | Add |
| 31 | GMED | Globus Medical Inc - A | 0% | -0.40% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 33 | DIS | Walt Disney Co/the | 0% | -0.20% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | 0% | +5.19% | Add |
| 35 | GIS | General Mills Inc | -0.1% | EXIT | Sold out |
| 36 | VST | Vistra CORP | -0.1% | EXIT | Sold out |
| 37 | FFIN | First Finl Bankshares Inc | -0.1% | -35.71% | Trim |
| 38 | USB | US Bancorp | -0.1% | +0.01% | Add |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -5.48% | Trim |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.3% | -3.06% | Trim |
| 41 | MOS | Mosaic Co/the | -0.4% | -9.43% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.4% | -1.18% | Trim |
| 43 | SGOL | abrdn Physical Gold Shares ETF | -0.4% | -0.33% | Trim |
| 44 | WWD | Woodward Inc | -0.5% | — | Unchanged |
| 45 | COHR | Coherent CORP | -0.6% | -0.29% | Trim |
| 46 | AAPL | Apple Inc | -0.8% | +0.05% | Add |
| 47 | CLF | Cleveland-cliffs Inc | -1.6% | +1.49% | Add |
| 48 | T | At&t Inc | -1.7% | -14.48% | Trim |
| 49 | VZ | Verizon Communications Inc | -2.2% | +0.07% | Add |
| 50 | NEM | Newmont CORP | -5.6% | -0.89% | Trim |
According to official SEC Form 13F filings, Terril Brothers, Inc. reported a total U.S. public equity portfolio value of $387.8M across 75 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 AAPL, C, NEM) accounted for 37.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PCG
市值: $20.7M
Top Position Liquidated / Trimmed
VST
前期市值: $245.4K
During Q4 2024, Terril Brothers, Inc.'s top holdings by market value included AAPL (11.6%)、C (9.4%)、NEM (8.7%). The largest single position, AAPL, represented 11.6% of total portfolio value.
In Q4 2024, Terril Brothers, Inc. made 46 total portfolio adjustments, initiating 17 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 2 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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