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
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