13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001700272
Total reported value
$2.4B
$2.4B
41 檔
26.5%
The Q1 2025 SEC filing reveals that Azora Capital LP held a total portfolio value of $2.4B, covering 41 public equity positions.
In Q1 2025, Azora Capital LP displayed an active expansion posture, initiating 41 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including LPLA, BAC, SCHW) accounted for 26.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 9.82% | -2.21% | +6.31% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 9.47% | +10.04% | NEW | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 8.61% | -3.64% | EXIT | |
| 4 | CMA | Comerica Inc | Stock-Other | 7.61% | — | +53.70% | |
| 5 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 7.19% | — | +9.25% | |
| 6 | WT | Wisdomtree Inc | Stock-Other | 5.49% | -1.32% | -14.25% | |
| 7 | WBS | Webster Financial CORP | Stock-Financials | 5.06% | — | -38.05% | |
| 8 | FLG | Flagstar Bank NA | Stock-Financials | 5.03% | — | +113.48% | |
| 9 | IBOC | International Bancshares Crp | Stock-Other | 4.05% | -2.98% | +28.42% | |
| 10 | CCB | Coastal Financial Corp/wa | Stock-Other | 3.65% | -1.81% | +49.28% | |
| 11 | RITM | Rithm Capital CORP | Stock-Real Estate | 2.65% | — | -18.47% | |
| 12 | KEY | Keycorp | Stock-Financials | 2.52% | — | +49.56% | |
| 13 | OMF | Onemain Holdings Inc | Stock-Financials | 2.36% | +1.71% | -6.54% | |
| 14 | PWP | Perella Weinberg Partners | Stock-Other | 2.28% | — | -26.91% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 2.08% | +0.35% | — | |
| 16 | SEIC | Sei Investments Company | Stock-Financials | 1.96% | +1.64% | NEW | |
| 17 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 1.95% | -0.73% | +19.45% | |
| 18 | STNE | StoneCo Ltd. | Stock-Other | 1.84% | — | +15.94% | |
| 19 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.78% | — | -49.03% | |
| 20 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.60% | — | +610.19% | |
| 21 | RIOT | Riot Platforms Inc | Stock-Financials | 1.47% | -3.03% | EXIT | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.41% | — | — | |
| 23 | EBC | Eastern Bankshares Inc | Stock-Other | 1.40% | — | +60.74% | |
| 24 | DLO | DLocal Limited | Stock-Other | 1.14% | — | -38.92% | |
| 25 | RKT | Rocket Cos Inc-class A | Stock-Financials | 1.09% | — | — | |
| 26 | FDS | Factset Research Systems Inc | Stock-Financials | 1.03% | — | — | |
| 27 | BGC | Bgc Group Inc-a | Stock-Financials | 0.77% | +0.34% | NEW | |
| 28 | AMTB | Amerant Bancorp Inc | Stock-Other | 0.73% | — | -2.97% | |
| 29 | BRBS | Blue Ridge Bankshares Inc | Stock-Other | 0.65% | -0.75% | EXIT | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | — | -73.14% | |
| 31 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.44% | — | — | |
| 32 | FULT | Fulton Financial CORP | Stock-Financials | 0.37% | — | -1.49% | |
| 33 | FISI | Financial Institutions Inc | Stock-Other | 0.35% | — | -8.28% | |
| 34 | FHN | First Horizon CORP | Stock-Financials | 0.31% | — | -95.13% | |
| 35 | FFWM | First Foundation Inc | Stock-Other | 0.31% | — | -79.02% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -1.13% | EXIT | |
| 37 | NCNO | Ncino Inc | Stock-Other | 0.24% | +0.76% | NEW | |
| 38 | EFSI | Eagle Financial Services Inc | Stock-Other | 0.22% | — | — | |
| 39 | PRG | Prog Holdings Inc | Stock-Other | 0.15% | -0.46% | +8.11% | |
| 40 | DCOM | Dime Commercial Bancshares I | Stock-Other | 0.07% | — | +8.26% | |
| 41 | ASB | Associated Banc-corp | Stock-Financials | 0.06% | — | +8.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 2 | BAC | Bank Of America CORP | — | NEW | New buy |
| 3 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 4 | CMA | Comerica Inc | — | NEW | New buy |
| 5 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 6 | WT | Wisdomtree Inc | — | NEW | New buy |
| 7 | WBS | Webster Financial CORP | — | NEW | New buy |
| 8 | FLG | Flagstar Bank NA | — | NEW | New buy |
| 9 | IBOC | International Bancshares Crp | — | NEW | New buy |
| 10 | CCB | Coastal Financial Corp/wa | — | NEW | New buy |
| 11 | RITM | Rithm Capital CORP | — | NEW | New buy |
| 12 | KEY | Keycorp | — | NEW | New buy |
| 13 | OMF | Onemain Holdings Inc | — | NEW | New buy |
| 14 | PWP | Perella Weinberg Partners | — | NEW | New buy |
| 15 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 16 | SEIC | Sei Investments Company | — | NEW | New buy |
| 17 | TCBI | Texas Capital Bancshares Inc | — | NEW | New buy |
| 18 | STNE | StoneCo Ltd. | — | NEW | New buy |
| 19 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 20 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 21 | RIOT | Riot Platforms Inc | — | NEW | New buy |
| 22 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 23 | EBC | Eastern Bankshares Inc | — | NEW | New buy |
| 24 | DLO | DLocal Limited | — | NEW | New buy |
| 25 | RKT | Rocket Cos Inc-class A | — | NEW | New buy |
| 26 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 27 | BGC | Bgc Group Inc-a | — | NEW | New buy |
| 28 | AMTB | Amerant Bancorp Inc | — | NEW | New buy |
| 29 | BRBS | Blue Ridge Bankshares Inc | — | NEW | New buy |
| 30 | COF | Capital One Financial CORP | — | NEW | New buy |
| 31 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 32 | FULT | Fulton Financial CORP | — | NEW | New buy |
| 33 | FISI | Financial Institutions Inc | — | NEW | New buy |
| 34 | FHN | First Horizon CORP | — | NEW | New buy |
| 35 | FFWM | First Foundation Inc | — | NEW | New buy |
| 36 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 37 | NCNO | Ncino Inc | — | NEW | New buy |
| 38 | EFSI | Eagle Financial Services Inc | — | NEW | New buy |
| 39 | PRG | Prog Holdings Inc | — | NEW | New buy |
| 40 | DCOM | Dime Commercial Bancshares I | — | NEW | New buy |
| 41 | ASB | Associated Banc-corp | — | NEW | New buy |
According to official SEC Form 13F filings, Azora Capital LP reported a total U.S. public equity portfolio value of $2.4B across 41 disclosed positions in Q1 2025.
During Q1 2025, Azora Capital LP's top holdings by market value included LPLA (9.8%)、BAC (9.5%)、SCHW (8.6%). The largest single position, LPLA, represented 9.8% 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
LPLA
市值: $144.7M
In Q1 2025, Azora Capital LP made 41 total portfolio adjustments, initiating 41 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.