Gifford Fong Associates has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.4M, Amazon Com Inc with a value of $21.2M, Apple Inc. with a value of $20.3M, Microsoft Corp with a value of $14.5M, and Meta Platforms, Inc. with a value of $13.2M.

Examining the 13F form we can see an increase of $7.57M in the current position value, from $400M to 408M.

Gifford Fong Associates is based out at Lafayette, CA

Below you can find more details about Gifford Fong Associates portfolio as well as his latest detailed transactions.

Portfolio value $408 Million
Technology: $114 Million
Financial Services: $93.3 Million
Communication Services: $45.9 Million
Consumer Cyclical: $37.4 Million
Healthcare: $31.4 Million
Industrials: $30.6 Million
Energy: $21.3 Million
Consumer Defensive: $19.1 Million
Other: $9.52 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $408 Million
  • Prior Value $400 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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