Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kiwi Wealth Investments Limited Partnership (CIK 1555829) reported $126.2M across 4 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: TFLO ($52.9M, 41.91%), TIP ($36.2M, 28.68%), IAU ($21.1M, 16.69%), NEAR ($16.0M, 12.72%), AJG ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $52.9M | 41.91% | 1.0M | Hold |
| 2 | TIP | ISHARES TR | $36.2M | 28.68% | 336,724 | Hold |
| 3 | IAU | ISHARES GOLD TR | $21.1M | 16.69% | 539,660 | Hold |
| 4 | NEAR | ISHARES U S ETF TR | $16.0M | 12.72% | 317,615 | Hold |
| 5 | AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | Exited |
| 6 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
| 7 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 8 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 9 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 10 | CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 11 | CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | Exited |
| 12 | DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | Exited |
| 13 | DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | Exited |
| 14 | DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | Exited |
| 15 | ICLR | ICON PLC | $0 | 0.00% | 0 | Exited |
| 16 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 17 | FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | Exited |
| 18 | FMX | FOMENTO ECONOMICO MEXICANO S | $0 | 0.00% | 0 | Exited |
| 19 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 20 | IT | GARTNER INC | $0 | 0.00% | 0 | Exited |
| 21 | HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | Exited |
| 22 | HUM | HUMANA INC | $0 | 0.00% | 0 | Exited |
| 23 | IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | Exited |
| 24 | TLT | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 25 | JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-12-31