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CIK: 0001536114
Total reported value
$441.2M
$441.2M
199 檔
25.7%
The Q4 2025 SEC filing reveals that Alta Advisers Ltd held a total portfolio value of $441.2M, covering 199 public equity positions.
In Q4 2025, Alta Advisers Ltd adopted a defensive or profit-taking posture, trimming 144 positions and completely liquidating 50 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VT, VGSH, NVDA) accounted for 25.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 15.72% | +1.39% | +176.38% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.10% | -1.29% | -34.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.43% | +6.36% | -23.36% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.71% | -1.51% | -23.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -1.41% | -24.56% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.36% | -0.97% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.18% | +2.21% | -21.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | -0.52% | -23.41% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | -0.49% | -23.83% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.09% | +2.93% | -23.01% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.68% | -22.74% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | -0.43% | -23.11% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.75% | -0.57% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.43% | -24.11% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.35% | -26.44% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | -0.18% | -25.25% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.21% | -25.58% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -1.01% | EXIT | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.29% | -21.72% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.33% | -21.09% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | -0.21% | -20.55% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.24% | -22.76% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.14% | -22.82% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.30% | +634.36% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.12% | -19.78% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.25% | -26.48% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | +0.37% | -21.01% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.15% | -24.21% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.17% | -23.44% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.12% | -21.55% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.44% | +0.61% | -27.15% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | -0.03% | -20.04% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.13% | -27.90% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.29% | -22.53% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | — | -25.02% | |
| 36 | GE | General Electric | Stock-Industrials | 0.40% | -0.07% | — | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.09% | -21.08% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.37% | -0.13% | -23.82% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | — | -25.09% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.14% | -23.84% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | -0.09% | -26.01% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | -0.12% | -23.49% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.35% | -0.12% | -26.16% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.10% | -19.29% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.11% | -21.79% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | +0.11% | -23.15% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.30% | -0.06% | -23.49% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.30% | +0.13% | -19.82% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.14% | -22.77% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.30% | -0.05% | -24.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +11% | +176.38% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -23.41% | Trim |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | — | Unchanged |
| 5 | LLY | Eli Lilly & Co | +0.2% | -25.25% | Trim |
| 6 | MU | Micron Technology Inc | +0.1% | -27.15% | Trim |
| 7 | WBD | Warner Bros Discovery Inc | 0% | -7.45% | Trim |
| 8 | JNJ | Johnson & Johnson | 0% | -21.72% | Trim |
| 9 | CSCO | Cisco Systems Inc | 0% | -20.04% | Trim |
| 10 | CAT | Caterpillar Inc | 0% | -25.09% | Trim |
| 11 | AMGN | Amgen Inc | 0% | -22.14% | Trim |
| 12 | BAC | Bank Of America CORP | 0% | -19.78% | Trim |
| 13 | C | Citigroup Inc | 0% | -23.49% | Trim |
| 14 | WMT | Walmart Inc | — | -21.09% | Trim |
| 15 | IBM | Intl Business Machines CORP | — | -21.08% | Trim |
| 16 | MS | Morgan Stanley | — | -24.53% | Trim |
| 17 | SCHW | Schwab (charles) CORP | — | -21.91% | Trim |
| 18 | AXP | American Express Co | — | -23.34% | Trim |
| 19 | GEV | GE Vernova Inc | — | -21.18% | Trim |
| 20 | TJX | Tjx Companies Inc | — | -20.09% | Trim |
| 21 | GILD | Gilead Sciences Inc | — | -24.27% | Trim |
| 22 | APH | Amphenol Corp-cl A | — | -20.13% | Trim |
| 23 | KKR | Kkr & Co Inc | — | -17.84% | Trim |
| 24 | SHW | Sherwin-williams Co/the | — | -15.01% | Trim |
| 25 | EMR | Emerson Electric Co | — | -21.17% | Trim |
| 26 | MCK | Mckesson CORP | — | -19.29% | Trim |
| 27 | BNY | Bank Of New York Mellon CORP | — | -23.36% | Trim |
| 28 | MMM | 3m Co | — | -19.07% | Trim |
| 29 | GLW | Corning Inc | — | -24.13% | Trim |
| 30 | HWM | Howmet Aerospace Inc | — | -19.96% | Trim |
| 31 | GS | Goldman Sachs Group Inc | 0% | -26.01% | Trim |
| 32 | CRM | Salesforce Inc | 0% | -26.16% | Trim |
| 33 | COF | Capital One Financial CORP | 0% | -30.93% | Trim |
| 34 | NEE | Nextera Energy Inc | 0% | -24.14% | Trim |
| 35 | INTC | Intel CORP | 0% | -26.98% | Trim |
| 36 | SPGI | S&p Global Inc | 0% | -24.43% | Trim |
| 37 | MDT | Medtronic plc | 0% | -20.68% | Trim |
| 38 | MRSH | Marsh & Mclennan Cos | 0% | -17.56% | Trim |
| 39 | CVS | Cvs Health CORP | 0% | -25.33% | Trim |
| 40 | CRH | CRH plc | 0% | -28.11% | Trim |
| 41 | SBUX | Starbucks CORP | 0% | -21.20% | Trim |
| 42 | CEG | Constellation Energy | 0% | -24.26% | Trim |
| 43 | EQIX | Equinix Inc | 0% | -23.17% | Trim |
| 44 | ICE | Intercontinental Exchange In | 0% | -18.13% | Trim |
| 45 | CL | Colgate-palmolive Co | 0% | -31.01% | Trim |
| 46 | WMB | Williams Cos Inc | 0% | -21.14% | Trim |
| 47 | SNPS | Synopsys Inc | 0% | -18.24% | Trim |
| 48 | EOG | Eog Resources Inc | 0% | -25.63% | Trim |
| 49 | WM | Waste Management Inc | 0% | -21.30% | Trim |
| 50 | PNC | Pnc Financial Services Group | 0% | -26.74% | Trim |
According to official SEC Form 13F filings, Alta Advisers Ltd reported a total U.S. public equity portfolio value of $441.2M across 199 disclosed positions in Q4 2025.
During Q4 2025, Alta Advisers Ltd's top holdings by market value included VT (15.7%)、VGSH (8.1%)、NVDA (6.4%). The largest single position, VT, represented 15.7% 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.
Top New Position Initiated
GE
市值: $1.1M
Top Position Liquidated / Trimmed
MSTR
前期市值: $446.3K
In Q4 2025, Alta Advisers Ltd made 198 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 144 holdings, and fully liquidating 50 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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