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CIK: 0001054257
Total reported value
$335.6M
$335.6M
477 檔
21.8%
During the Q1 2025 filing period, Adirondack Trust Co (CIK: 0001054257) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $335.6M across 477 reported positions.
In Q1 2025, Adirondack Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.24% | +0.17% | +0.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.14% | -0.09% | -0.59% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | +0.02% | +5.51% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.27% | +0.47% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | +0.02% | +0.91% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.24% | -0.01% | -0.67% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.05% | -0.58% | |
| 8 | VTHR | Vanguard Russell 3000 | ETF-Other | 1.98% | +0.42% | +12.13% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.15% | -2.45% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.11% | -0.78% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | -0.15% | -1.76% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | +0.06% | -0.51% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.14% | -2.60% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.44% | -0.33% | -0.85% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.41% | +0.24% | -10.51% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.08% | -3.44% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | +0.07% | +9.82% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.01% | -1.48% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | +0.20% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.11% | +2.01% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.23% | -1.83% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.40% | -4.43% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.42% | -1.66% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.01% | -0.21% | -2.37% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.30% | -2.56% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.96% | -0.11% | -0.95% | |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 0.90% | -0.11% | +10.40% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.06% | +28.16% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | -0.06% | -1.98% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.19% | -0.09% | |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.84% | -0.10% | +9.78% | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.83% | -0.10% | +10.93% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | +0.02% | -0.12% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.22% | -0.43% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.16% | -3.66% | |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.78% | -0.08% | +15.91% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.14% | -2.16% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.01% | +0.44% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +1.05% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | — | — | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.61% | -0.07% | -2.13% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.10% | -0.79% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.59% | -0.07% | -1.01% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.09% | -0.96% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | +0.01% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.04% | -5.13% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.01% | -2.23% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.02% | +3.71% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.49% | +0.02% | -1.39% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.03% | +1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | VTHR | Vanguard Russell 3000 | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 12 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 14 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 15 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | NEW | New buy |
| 19 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 21 | PEP | Pepsico Inc | — | NEW | New buy |
| 22 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 23 | CAT | Caterpillar Inc | — | NEW | New buy |
| 24 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 25 | CVX | Chevron CORP | — | NEW | New buy |
| 26 | WM | Waste Management Inc | — | NEW | New buy |
| 27 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 28 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | WMT | Walmart Inc | — | NEW | New buy |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 33 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 34 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 39 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 40 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 41 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 42 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 43 | SYK | Stryker CORP | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 46 | SO | Southern Co/the | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 48 | TSLA | Tesla Inc | — | NEW | New buy |
| 49 | MET | Metlife Inc | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Adirondack Trust Co reported a total U.S. public equity portfolio value of $335.6M across 477 disclosed positions in Q1 2025.
During Q1 2025, Adirondack Trust Co's top holdings by market value included SPY (12.2%)、AAPL (6.1%)、NVDA (3.8%). The largest single position, SPY, represented 12.2% of total portfolio value.
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 SPY, AAPL, NVDA) accounted for 21.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $31.3M
In Q1 2025, Adirondack Trust Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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