Quick Takeaways
- InterOcean Capital Group, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2024.
- Latest reported holdings value: $4,187,471,401.
- Info
- Portfolio
13F Filings History of InterOcean Capital Group, LLC
- Latest 13F report
- Q1 2024 - 13 May 2024
- Value $
- $4,187,471,401
- Signature - Title
- Jeffrey S Camp - Chief Financial Officer
- Location
- Nashville, TN
- Summary
- This page shows a list of all the recent 13F filings made by InterOcean Capital Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. InterOcean Capital Group, LLC reported 484 stock holdings with total value $4,187,471,401 as of Q1 2024. Top holdings included SPY, AAPL, XLK, MSFT, and AMZN.
Follow Filing Activity
Follow InterOcean Capital Group, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 13 May 2024, 17:28.
- Reported value moved from $3,722,254,400 to $4,187,471,401.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 484 | $4,187,471,401 | +$347,807,661 | -$137,833,709 | +$209,973,952 | SPY, AAPL, XLK, MSFT, AMZN | 13F-HR | 13 May 2024, 17:28 |
| Q4 2023 | 461 | $3,722,254,400 | +$319,553,501 | -$151,602,287 | +$167,951,214 | AAPL, SPY, XLK, MSFT, AMZN | 13F-HR | 09 Feb 2024, 11:41 |
| Q3 2023 | 441 | $3,270,004,033 | +$283,020,875 | -$103,358,583 | +$179,662,292 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 14 Nov 2023, 13:00 |
| Q2 2023 | 443 | $3,186,567,132 | +$189,875,169 | -$176,629,626 | +$13,245,543 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 14 Aug 2023, 10:46 |
| Q1 2023 | 410 | $2,960,456,757 | +$244,618,454 | -$169,115,452 | +$75,503,002 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 12 May 2023, 17:42 |
| Q4 2022 | 400 | $2,733,335,793 | +$207,079,394 | -$105,127,869 | +$101,951,525 | SPY, AAPL, XLK, XLV, MSFT | 13F-HR | 08 Feb 2023, 13:13 |
| Q3 2022 | 395 | $2,420,770,000 | +$246,541,901 | -$80,421,945 | +$166,119,956 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 14 Nov 2022, 16:24 |
| Q2 2022 | 403 | $2,444,965,000 | +$514,428,805 | -$14,804,971 | +$499,623,834 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 12 Aug 2022, 17:48 |
| Q1 2022 | 277 | $2,334,476,000 | +$224,617,307 | -$92,763,786 | +$131,853,521 | SPY, AAPL, XLK, MSFT, XLV | 13F-HR | 10 May 2022, 20:13 |
| Q4 2021 | 264 | $2,281,345,000 | +$127,052,773 | -$25,918,339 | +$101,134,434 | SPY, AAPL, XLK, MSFT, GOOG | 13F-HR | 08 Feb 2022, 17:10 |
| Q3 2021 | 249 | $1,987,476,000 | +$154,712,903 | -$84,683,698 | +$70,029,205 | SPY, XLK, AAPL, GOOG, MSFT | 13F-HR | 08 Nov 2021, 15:16 |
| Q2 2021 | 251 | $1,945,827,000 | +$123,495,464 | -$60,095,678 | +$63,399,786 | SPY, AAPL, XLK, MSFT, GOOG | 13F-HR | 09 Aug 2021, 16:53 |
| Q1 2021 | 239 | $1,770,733,000 | +$145,353,285 | -$80,651,682 | +$64,701,603 | SPY, AAPL, XLK, XLV, MSFT | 13F-HR | 11 May 2021, 20:07 |
| Q4 2020 | 228 | $1,622,427,000 | $0 | $0 | $0 | SPY, AAPL, XLK, XLV, MSFT | 13F-HR | 16 Feb 2021, 13:26 |