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CIK: 0002067126
Total reported value
$268.0M
$268.0M
116 檔
26.0%
In Q1 2025, Anb Bank's U.S. equity holdings reached a combined market value of $268.0M, distributed across 116 disclosed stock positions.
Anb Bank executed strategic sector rebalancing during Q1 2025, establishing 10 new positions while fully exiting 9 holdings and trimming 54 positions.
In terms of portfolio concentration, the top 5 core holdings (including IJH, SPY, EFA) accounted for 26.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.44% | -0.10% | +4.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.83% | +0.31% | +12.45% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.40% | +0.67% | -0.96% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.51% | -0.01% | -5.07% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.29% | +0.03% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.51% | -0.10% | -2.42% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.10% | +0.04% | -3.55% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | +0.17% | -3.37% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.34% | -0.31% | -1.53% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.21% | +0.22% | +0.36% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.85% | +0.11% | +1.20% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.84% | +0.02% | +0.59% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.13% | -1.65% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.06% | +0.98% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.17% | -0.82% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.15% | -1.44% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.50% | +0.54% | +4.10% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.47% | -0.01% | -1.74% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 1.42% | -0.07% | -1.22% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | -0.04% | -0.48% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.49% | +0.12% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.26% | -0.96% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.28% | -0.08% | -1.45% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.44% | +1.00% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.26% | -0.16% | -9.37% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.17% | -0.01% | -1.69% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 1.09% | — | -0.68% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.18% | +2.01% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | -0.05% | -1.73% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | +0.07% | -3.56% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | -3.30% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.96% | -0.05% | -1.60% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.91% | -0.16% | -1.88% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.21% | -18.16% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.08% | -10.75% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.17% | +8.47% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.08% | -2.91% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.05% | +0.17% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.10% | +0.10% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.10% | -5.84% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | +0.20% | +4.50% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.02% | +0.61% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.62% | -0.06% | -5.60% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | +0.03% | -4.49% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.03% | +0.51% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.01% | -0.87% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.08% | +1.34% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.53% | -0.04% | +1.44% | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.52% | -0.06% | -1.47% | |
| 50 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.52% | +0.06% | -1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +12.45% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.5% | -0.96% | Trim |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -2.42% | Trim |
| 4 | ABT | Abbott Laboratories | +0.4% | -1.53% | Trim |
| 5 | V | Visa Inc-class A Shares | +0.3% | -3.55% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.82% | Trim |
| 7 | CVX | Chevron CORP | +0.2% | +0.12% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +1.00% | Add |
| 9 | KO | Coca-cola Co/the | +0.1% | -1.73% | Trim |
| 10 | AMGN | Amgen Inc | +0.1% | +1.34% | Add |
| 11 | LIN | Linde plc | +0.1% | -1.60% | Trim |
| 12 | STZ | Constellation Brands Inc-a | +0.1% | +49.67% | Add |
| 13 | WM | Waste Management Inc | +0.1% | -2.91% | Trim |
| 14 | FISV | Fiserv Inc | +0.1% | -0.68% | Trim |
| 15 | INTC | Intel CORP | +0.1% | +3.10% | Add |
| 16 | SBUX | Starbucks CORP | +0.1% | -1.69% | Trim |
| 17 | AMT | American Tower CORP | +0.1% | -5.60% | Trim |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +2.01% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +0.10% | Add |
| 20 | ADP | Automatic Data Processing | +0.1% | -1.74% | Trim |
| 21 | SYK | Stryker CORP | +0.1% | -1.44% | Trim |
| 22 | RTX | Rtx CORP | +0.1% | -2.13% | Trim |
| 23 | IBM | Intl Business Machines CORP | 0% | +2.33% | Add |
| 24 | EMBJ | Embraer Sa-spon Adr | 0% | +1.95% | Add |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -1.47% | Trim |
| 26 | VZ | Verizon Communications Inc | 0% | -1.48% | Trim |
| 27 | UBER | Uber Technologies Inc | 0% | +8.14% | Add |
| 28 | SLB | Slb LTD | 0% | +3.61% | Add |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +7.08% | Add |
| 30 | 07WA | Mr Cooper Group Inc | 0% | -0.11% | Trim |
| 31 | EAGG | Ishares Esg Aware US Aggrega | 0% | +6.15% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.87% | Add |
| 33 | PPC | Pilgrim's Pride CORP | 0% | +0.66% | Add |
| 34 | PG | Procter & Gamble Co/the | 0% | -1.65% | Trim |
| 35 | RSG | Republic Services Inc | 0% | -4.89% | Trim |
| 36 | GWRE | Guidewire Software Inc | 0% | +3.52% | Add |
| 37 | CL | Colgate-palmolive Co | 0% | -1.39% | Trim |
| 38 | F | Ford Motor Co | 0% | +2.83% | Add |
| 39 | CASY | Casey's General Stores Inc | 0% | +1.07% | Add |
| 40 | CVLT | Commvault Systems Inc | 0% | +2.59% | Add |
| 41 | EEM | Ishares Msci Emerging Market | 0% | -1.71% | Trim |
| 42 | APD | Air Products & Chemicals Inc | 0% | — | Unchanged |
| 43 | DVY | Ishares Select Dividend ETF | 0% | -0.31% | Trim |
| 44 | ILCV | Ishares Morningstar Value Et | 0% | -1.06% | Trim |
| 45 | TXN | Texas Instruments Inc | 0% | +4.50% | Add |
| 46 | UTI | Universal Technical Institut | 0% | +0.34% | Add |
| 47 | SFM | Sprouts Farmers Market Inc | 0% | -16.76% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | — | -3.30% | Trim |
| 49 | BDX | Becton Dickinson And Co | — | -3.23% | Trim |
| 50 | ESGV | Vanguard Esg US Stock ETF | — | +5.19% | Add |
According to official SEC Form 13F filings, Anb Bank reported a total U.S. public equity portfolio value of $268.0M across 116 disclosed positions in Q1 2025.
During Q1 2025, Anb Bank's top holdings by market value included IJH (9.4%)、SPY (6.8%)、EFA (6.4%). The largest single position, IJH, represented 9.4% 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
ROP
市值: $601.4K
Top Position Liquidated / Trimmed
DEO
前期市值: $803.7K
In Q1 2025, Anb Bank made 123 total portfolio adjustments, initiating 10 new buys, adding to 50 positions, trimming 54 holdings, and fully liquidating 9 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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