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CIK: 0001031972
Total reported value
$756.3M
$756.3M
41 檔
43.1%
As reported in its official Q3 2025 Form 13F filing, Academy Capital Management's tracked investment portfolio stood at $756.3M with 41 total positions.
In Q3 2025, Academy Capital Management adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.49% | +0.44% | -6.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.76% | -0.68% | -9.01% | |
| 3 | ✓ | Stock-Other | 9.51% | — | -5.58% | ||
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.37% | +0.10% | -3.23% | |
| 5 | ✓ | Stock-Other | 8.30% | — | -4.79% | ||
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.80% | -0.26% | -1.00% | |
| 7 | ✓ | Stock-Other | 7.29% | — | -6.41% | ||
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.18% | +2.13% | -0.73% | |
| 9 | ✓ | Stock-Other | 5.88% | — | -3.16% | ||
| 10 | ✓ | Stock-Other | 5.26% | — | -2.05% | ||
| 11 | ✓ | Stock-Other | 4.26% | — | -53.92% | ||
| 12 | ✓ | Stock-Other | 3.23% | — | -0.87% | ||
| 13 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.91% | -0.74% | +0.32% | |
| 14 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 2.02% | -1.62% | EXIT | |
| 15 | ✓ | Stock-Other | 1.84% | — | — | ||
| 16 | ✓ | Stock-Other | 1.36% | — | -0.74% | ||
| 17 | C | Citigroup Inc | Stock-Financials | 0.90% | +0.13% | -5.62% | |
| 18 | ✓ | Stock-Other | 0.76% | — | -0.91% | ||
| 19 | ✓ | Stock-Other | 0.73% | — | -0.66% | ||
| 20 | ✓ | Stock-Other | 0.72% | — | +262.56% | ||
| 21 | ✓ | Stock-Other | 0.46% | — | — | ||
| 22 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.46% | -0.43% | EXIT | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.10% | EXIT | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.22% | +0.02% | -14.29% | |
| 25 | STEL | Stellar Bancorp Inc | Stock-Other | 0.15% | +0.14% | -6.01% | |
| 26 | ✓ | Cadence Bank Com | Stock-Other | 0.11% | — | — | |
| 27 | ✓ | Stock-Other | 0.10% | — | -0.44% | ||
| 28 | ✓ | Stock-Other | 0.10% | — | — | ||
| 29 | ✓ | Stock-Other | 0.08% | — | — | ||
| 30 | ✓ | Stock-Other | 0.07% | — | -10.99% | ||
| 31 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.01% | -1.72% | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.06% | +0.08% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | -2.77% | |
| 34 | ✓ | Stock-Other | 0.05% | — | — | ||
| 35 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.04% | — | — | |
| 36 | ✓ | Stock-Other | 0.04% | — | -52.52% | ||
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.03% | — | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 39 | ✓ | Stock-Other | 0.03% | — | -0.63% | ||
| 40 | LUV | Southwest Airlines Co | Stock-Industrials | 0.03% | +0.04% | NEW | |
| 41 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +4.2% | -53.92% | Add | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +1.7% | -0.73% | Trim |
| 3 | ✓ | +1.2% | -6.41% | Trim | |
| 4 | ✓ | +1.2% | -3.16% | Trim | |
| 5 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.9% | -31.12% | Add |
| 6 | ✓ | +0.6% | -0.87% | Trim | |
| 7 | ✓ | +0.5% | +262.56% | Add | |
| 8 | MSFT | Microsoft CORP | +0.4% | -9.01% | Trim |
| 9 | ✓ | +0.1% | -5.58% | Trim | |
| 10 | C | Citigroup Inc | +0.1% | -5.62% | Trim |
| 11 | ✓ | +0.1% | -0.44% | Add | |
| 12 | ✓ | 0% | -0.66% | Trim | |
| 13 | GLW | Corning Inc | 0% | — | Unchanged |
| 14 | ✓ | 0% | — | Unchanged | |
| 15 | ✓ | 0% | — | Unchanged | |
| 16 | JNJ | Johnson & Johnson | — | -2.77% | Trim |
| 17 | ✓ | — | — | Unchanged | |
| 18 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 19 | ✓ | 0% | -0.63% | Trim | |
| 20 | LUV | Southwest Airlines Co | 0% | — | Unchanged |
| 21 | BHC | Bausch Health Cos Inc | 0% | — | Unchanged |
| 22 | ✓ | 0% | -52.52% | Trim | |
| 23 | CVX | Chevron CORP | 0% | -1.72% | Trim |
| 24 | ✓ | 0% | — | Trim | |
| 25 | STEL | Stellar Bancorp Inc | 0% | -6.01% | Trim |
| 26 | TRV | Travelers Cos Inc/the | -0.1% | -14.29% | Trim |
| 27 | ✓ | -0.1% | — | Unchanged | |
| 28 | ✓ | -0.2% | -0.91% | Trim | |
| 29 | ✓ | -0.2% | -0.74% | Add | |
| 30 | AMZN | Amazon.com Inc | -0.8% | -3.23% | Trim |
| 31 | PEP | Pepsico Inc | -1.3% | -76.30% | Trim |
| 32 | ✓ | -1.4% | -2.05% | Trim | |
| 33 | NSRGY | Nestle Sa-spons Adr | -1.4% | -63.55% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -1.5% | +0.32% | Trim |
| 35 | AAPL | Apple Inc | -1.5% | -6.70% | Trim |
| 36 | ✓ | -2% | -4.79% | Trim | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -2.4% | -1.00% | Trim |
| 38 | ✓ | — | NEW | New buy | |
| 39 | ✓ | Cadence Bank Com | — | NEW | New buy |
| 40 | ✓ | — | NEW | New buy | |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | NHHS | Northstar Healthcare Income | — | EXIT | Sold out |
| 43 | ✓ | — | EXIT | Sold out |
According to official SEC Form 13F filings, Academy Capital Management reported a total U.S. public equity portfolio value of $756.3M across 41 disclosed positions in Q3 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 AAPL, MSFT, ) accounted for 43.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $12.9M
Top Position Liquidated / Trimmed
NHHS
前期市值: $67.8K
During Q3 2025, Academy Capital Management's top holdings by market value included AAPL (10.5%)、MSFT (9.8%)、 (9.5%). The largest single position, AAPL, represented 10.5% of total portfolio value.
In Q3 2025, Academy Capital Management made 35 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 24 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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