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CIK: 0001536114
Total reported value
$441.2M
$441.2M
229 檔
15.1%
According to the latest 13F quarterly dataset, Alta Advisers Ltd managed an equity portfolio of $441.2M at the end of Q1 2025, spanning 229 distinct U.S. exchange-listed positions.
In Q1 2025, Alta Advisers Ltd displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.29% | -1.51% | +52.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | -1.41% | +54.48% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | +6.36% | +51.65% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.32% | -1.29% | -1.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.91% | +2.21% | +55.23% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | -0.97% | -1.21% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.72% | -0.68% | +52.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.43% | +56.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | -0.52% | +52.12% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.81% | -0.57% | -1.21% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | -0.49% | +55.13% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +2.93% | +48.80% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.54% | -0.43% | +49.08% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.35% | +55.77% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | -0.18% | +57.27% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.21% | +56.02% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -1.01% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | — | +49.07% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.21% | +47.41% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.25% | +49.62% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.17% | +47.66% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.84% | -0.30% | +49.40% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.29% | +49.25% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.33% | +48.23% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.15% | +54.20% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.14% | +49.45% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.29% | +46.19% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | -0.12% | +48.97% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.13% | +48.97% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.12% | +56.78% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | -0.12% | +52.96% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.13% | +56.33% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | -0.03% | +49.01% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.11% | +52.45% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.13% | +69.92% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | -0.09% | +49.10% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.14% | +50.10% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.12% | +48.89% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.14% | +45.57% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.14% | +55.59% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.44% | -0.11% | +45.37% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.43% | -0.10% | +58.03% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.13% | +55.73% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | -0.09% | +56.49% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.10% | +47.39% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.24% | +57.17% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | -0.02% | +57.05% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.06% | +58.57% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.37% | -0.05% | +56.82% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | -0.01% | +56.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 13 | TSLA | Tesla Inc | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | MA | Mastercard Inc - A | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | NFLX | Netflix Inc | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | WMT | Walmart Inc | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | CVX | Chevron CORP | — | NEW | New buy |
| 28 | BAC | Bank Of America CORP | — | NEW | New buy |
| 29 | KO | Coca-cola Co/the | — | NEW | New buy |
| 30 | CRM | Salesforce Inc | — | NEW | New buy |
| 31 | PM | Philip Morris International | — | NEW | New buy |
| 32 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 34 | ABT | Abbott Laboratories | — | NEW | New buy |
| 35 | T | At&t Inc | — | NEW | New buy |
| 36 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 37 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | LIN | Linde plc | — | NEW | New buy |
| 42 | ACN | Accenture plc | — | NEW | New buy |
| 43 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 44 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 45 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 47 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 48 | NOW | Servicenow Inc | — | NEW | New buy |
| 49 | PGR | Progressive CORP | — | NEW | New buy |
| 50 | TXN | Texas Instruments Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Alta Advisers Ltd reported a total U.S. public equity portfolio value of $441.2M across 229 disclosed positions in Q1 2025.
During Q1 2025, Alta Advisers Ltd's top holdings by market value included AAPL (7.3%)、MSFT (6.1%)、NVDA (5.7%). The largest single position, AAPL, represented 7.3% 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 AAPL, MSFT, NVDA) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $17.1M
In Q1 2025, Alta Advisers Ltd made 200 total portfolio adjustments, initiating 200 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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