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CIK: 0001031972
Total reported value
$756.3M
$756.3M
40 檔
43.3%
At the close of Q2 2025, Academy Capital Management disclosed equity holdings valued at approximately $756.3M, spread across 40 reported holdings.
In Q2 2025, Academy Capital Management adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.32% | -0.68% | +0.86% | |
| 2 | ✓ | Stock-Other | 10.14% | — | +1.83% | ||
| 3 | AAPL | Apple Inc | Stock-Tech | 9.07% | +0.44% | -0.97% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.66% | +0.10% | -1.09% | |
| 5 | ✓ | Stock-Other | 8.63% | — | -1.59% | ||
| 6 | ✓ | Stock-Other | 8.36% | — | +42444.22% | ||
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.63% | -0.26% | -0.98% | |
| 8 | ✓ | Stock-Other | 5.68% | — | -0.57% | ||
| 9 | ✓ | Stock-Other | 5.30% | — | -0.09% | ||
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.06% | +2.13% | -0.17% | |
| 11 | ✓ | Stock-Other | 4.41% | — | -0.71% | ||
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.61% | -0.74% | -0.36% | |
| 13 | ✓ | Stock-Other | 2.74% | — | -0.09% | ||
| 14 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 2.52% | -1.62% | EXIT | |
| 15 | ✓ | Stock-Other | 1.49% | — | +8.58% | ||
| 16 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.36% | -0.43% | EXIT | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.10% | EXIT | |
| 18 | C | Citigroup Inc | Stock-Financials | 0.80% | +0.13% | — | |
| 19 | ✓ | Stock-Other | 0.72% | — | -0.20% | ||
| 20 | ✓ | Stock-Other | 0.47% | — | — | ||
| 21 | ✓ | Stock-Other | 0.46% | — | -6.22% | ||
| 22 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | +0.02% | — | |
| 23 | ✓ | Stock-Other | 0.19% | — | — | ||
| 24 | STEL | Stellar Bancorp Inc | Stock-Other | 0.15% | +0.14% | — | |
| 25 | ✓ | Stock-Other | 0.11% | — | — | ||
| 26 | ✓ | Stock-Other | 0.10% | — | +139.77% | ||
| 27 | ✓ | Cadence Bank Com | Stock-Other | 0.10% | — | — | |
| 28 | ✓ | Stock-Other | 0.07% | — | — | ||
| 29 | ✓ | Stock-Other | 0.07% | — | -23.81% | ||
| 30 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | -1.14% | |
| 31 | ✓ | Stock-Other | 0.06% | — | +0.24% | ||
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.04% | — | — | |
| 33 | ✓ | Stock-Other | 0.04% | — | — | ||
| 34 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.04% | — | — | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.04% | +0.08% | — | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.03% | — | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 38 | LUV | Southwest Airlines Co | Stock-Industrials | 0.03% | +0.04% | NEW | |
| 39 | ✓ | Stock-Other | 0.03% | — | — | ||
| 40 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +8.3% | — | Add |
| 2 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +1.4% | +222.18% | Add |
| 3 | MSFT | Microsoft CORP | +1% | +0.86% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.7% | — | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -0.17% | Trim |
| 6 | IDXX | Idexx Laboratories Inc | +0.2% | — | Trim |
| 7 | CADE | Cadence Bank | +0.1% | NEW | New buy |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | +0.1% | — | Add |
| 10 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 11 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 12 | TSLA | Tesla Inc | — | — | Add |
| 13 | GLW | Corning Inc | — | — | Unchanged |
| 14 | RTX | Rtx CORP | — | — | Unchanged |
| 15 | PVCT | Provectus Biopharmaceutica-a | — | — | Unchanged |
| 16 | C | Citigroup Inc | 0% | — | Unchanged |
| 17 | NHHS | Northstar Healthcare Income | 0% | EXIT | Sold out |
| 18 | ✓ | Fs Specialty Lending Fund | 0% | EXIT | Sold out |
| 19 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 21 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 22 | BHC | Bausch Health Cos Inc | 0% | — | Unchanged |
| 23 | LUV | Southwest Airlines Co | 0% | — | Unchanged |
| 24 | CVX | Chevron CORP | 0% | -1.14% | Trim |
| 25 | STEL | Stellar Bancorp Inc | 0% | — | Unchanged |
| 26 | NEE | Nextera Energy Inc | 0% | — | Trim |
| 27 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 29 | CME | Cme Group Inc | -0.1% | — | Unchanged |
| 30 | SPGI | S&p Global Inc | -0.1% | — | Add |
| 31 | POOL | Pool CORP | -0.2% | — | Trim |
| 32 | BABA | Alibaba Group Holding-sp Adr | -0.2% | — | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | -0.3% | — | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.4% | — | Trim |
| 35 | PEP | Pepsico Inc | -0.4% | -1.02% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.5% | -1.09% | Trim |
| 37 | NSRGY | Nestle Sa-spons Adr | -0.5% | -11.40% | Trim |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | -0.36% | Trim |
| 39 | PRI | Primerica Inc | -1.4% | — | Trim |
| 40 | MA | Mastercard Inc - A | -1.7% | — | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -2.6% | -0.98% | Trim |
| 42 | AAPL | Apple Inc | -2.9% | -0.97% | Trim |
According to official SEC Form 13F filings, Academy Capital Management reported a total U.S. public equity portfolio value of $756.3M across 40 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, , AAPL) accounted for 43.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
CADE
市值: $670.0K
Top Position Liquidated / Trimmed
NHHS
前期市值: $67.8K
During Q2 2025, Academy Capital Management's top holdings by market value included MSFT (10.3%)、 (10.1%)、AAPL (9.1%). The largest single position, MSFT, represented 10.3% of total portfolio value.
In Q2 2025, Academy Capital Management made 28 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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