Starfox Services 13F annual report
Starfox Services is an investment fund managing more than $98.2 billion ran by Jose Palafox. There are currently 28 companies in Mrs. Palafox’s portfolio. The largest investments include Vanguard Index Fds and Spdr Sp 500 Etf Tr, together worth $37 billion.
$98.2 billion Assets Under Management (AUM)
As of 2nd February 2024, Starfox Services’s top holding is 92,602 shares of Vanguard Index Fds currently worth over $22 billion and making up 22.4% of the portfolio value.
In addition, the fund holds 31,618 shares of Spdr Sp 500 Etf Tr worth $15 billion.
The third-largest holding is Ishares Tr worth $12.9 billion and the next is Vaneck Merk Gold Tr worth $8.06 billion, with 403,729 shares owned.
Currently, Starfox Services's portfolio is worth at least $98.2 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Starfox Services
The Starfox Services office and employees reside in The Woodlands, Texas. According to the last 13-F report filed with the SEC, Jose Palafox serves as the Owner and Chief Compliance Officer at Starfox Services.
Recent trades
In the most recent 13F filing, Starfox Services revealed that it had opened a new position in
Vanguard Scottsdale Fds and bought 86,361 shares worth $5.31 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
9,164 additional shares.
This makes their stake in Vanguard Index Fds total 92,602 shares worth $22 billion.
On the other hand, there are companies that Starfox Services is getting rid of from its portfolio.
Starfox Services closed its position in Kraneshares Tr on 9th February 2024.
It sold the previously owned 145,589 shares for $3.92 billion.
Jose Palafox also disclosed a decreased stake in Ishares Tr by 0.4%.
This leaves the value of the investment at $12.9 billion and 156,777 shares.
One of the smallest hedge funds
The two most similar investment funds to Starfox Services are Xy Capital Ltd and Lifesteps. They manage $98.2 billion and $98.3 billion respectively.
Jose Palafox investment strategy
Starfox Services’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Energy — making up 2.4% of
the total portfolio value.
The fund focuses on investments in the United States as
32.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
21% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $564 billion.
The complete list of Starfox Services trades based on 13F SEC filings
These positions were updated on February 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
10.98%
92,602
|
$21,967,149,000 | 22.37% |
| Spdr Sp 500 Etf Tr |
12.87%
31,618
|
$15,028,417,000 | 15.30% |
| Ishares Tr |
42.77%
156,777
|
$12,918,172,000 | 13.15% |
| Vaneck Merk Gold Tr |
10.80%
403,729
|
$8,058,437,000 | 8.20% |
| Vanguard Scottsdale Fds |
10.37%
116,112
|
$6,772,805,000 | 6.90% |
| Vanguard Tax-managed Fds |
28.82%
133,097
|
$6,375,344,000 | 6.49% |
| Vanguard Scottsdale Fds |
Opened
86,361
|
$5,306,125,000 | 5.40% |
| American Centy Etf Tr |
Opened
77,009
|
$4,342,538,000 | 4.42% |
| Kraneshares Tr |
Closed
145,589
|
$3,920,712,000 | |
| Vanguard Intl Equity Index F |
37.69%
91,589
|
$3,764,326,000 | 3.83% |
| American Centy Etf Tr |
Closed
52,755
|
$2,406,340,000 | |
| Select Sector Spdr Tr |
34.22%
28,391
|
$2,380,340,000 | 2.42% |
| Exxon Mobil Corp. |
182.74%
21,426
|
$2,142,137,000 | 2.18% |
| Jones Lang Lasalle Inc. |
Opened
8,949
|
$1,690,198,000 | 1.72% |
| Spdr Ser Tr |
Opened
32,373
|
$940,422,000 | 0.96% |
| Alps Etf Tr |
Opened
20,648
|
$877,946,000 | 0.89% |
| J P Morgan Exchange Traded F |
41.50%
16,191
|
$821,541,000 | 0.84% |
| NRG Energy Inc. |
1.82%
14,675
|
$758,720,000 | 0.77% |
| West Bancorporation |
No change
35,252
|
$747,342,000 | 0.76% |
| Berkshire Hathaway Inc. |
79.08%
1,361
|
$485,414,000 | 0.49% |
| Apple Inc |
5.85%
2,191
|
$421,811,000 | 0.43% |
| Vanguard Star Fds |
46.53%
6,717
|
$389,346,000 | 0.40% |
| Enterprise Prods Partners L |
Opened
11,224
|
$295,752,000 | 0.30% |
| Palantir Technologies Inc. |
No change
16,752
|
$287,632,000 | 0.29% |
| Pepsico Inc |
1.88%
1,630
|
$276,839,000 | 0.28% |
| Vanguard Bd Index Fds |
Opened
3,336
|
$256,918,000 | 0.26% |
| Merck Co Inc |
No change
2,306
|
$251,400,000 | 0.26% |
| Microsoft Corporation |
Opened
613
|
$230,637,000 | 0.23% |
| Schlumberger Ltd. |
Opened
4,277
|
$222,598,000 | 0.23% |
| Ishares Tr |
Opened
797
|
$209,021,000 | 0.21% |
| Ishares Tr |
Closed
1,978
|
$203,666,000 | |
| No transactions found | |||
| Showing first 500 out of 31 holdings | |||
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