13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0000932000
Total reported value
$685.7M
$685.7M
17 檔
73.7%
In Q2 2024, Toews CORP /adv's U.S. equity holdings reached a combined market value of $685.7M, distributed across 17 disclosed stock positions.
During Q2 2024, Toews CORP /adv'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 USHY, VOO, JNK) accounted for 73.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 25.65% | +27.88% | NEW | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.56% | +0.05% | NEW | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 17.31% | +4.64% | NEW | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 13.18% | +3.60% | NEW | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 8.75% | +6.60% | NEW | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.01% | +1.47% | NEW | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | -55.84% | +172.73% | |
| 8 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.15% | +5.82% | NEW | |
| 9 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.14% | +2.40% | NEW | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.99% | -0.50% | -7.61% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | +0.77% | NEW | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | +0.75% | NEW | |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.33% | -0.50% | -7.89% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.33% | — | -8.12% | |
| 15 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.10% | -0.32% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | +0.02% | NEW | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.01% | NEW |
According to official SEC Form 13F filings, Toews CORP /adv reported a total U.S. public equity portfolio value of $685.7M across 17 disclosed positions in Q2 2024.
During Q2 2024, Toews CORP /adv's top holdings by market value included USHY (25.6%)、VOO (18.6%)、JNK (17.3%). The largest single position, USHY, represented 25.6% 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 Q2 2024, Toews CORP /adv 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.