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CIK: 0001847838
Total reported value
$11.6B
$11.6B
750 檔
25.1%
As reported in its official Q4 2024 Form 13F filing, B. Metzler seel. Sohn & Co. AG's tracked investment portfolio stood at $11.6B with 750 total positions.
During Q4 2024, B. Metzler seel. Sohn & Co. AG's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 750 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.27% | -1.56% | -4.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.71% | +1.16% | -3.03% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.74% | -0.42% | -3.87% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.12% | +0.02% | -6.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.10% | +0.33% | -15.57% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.11% | -0.34% | -2.12% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.91% | -0.03% | -3.05% | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.40% | -0.51% | +0.06% | |
| 9 | SPGI | S&p Global Inc | Stock-Financials | 2.20% | -0.45% | -1.30% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.17% | -0.68% | -1.48% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.10% | +0.16% | -14.85% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.94% | +0.88% | +102.60% | |
| 13 | CTVA | Corteva Inc | Stock-Materials | 1.68% | — | +69.00% | |
| 14 | DE | Deere & Co | Stock-Industrials | 1.42% | -0.01% | -0.72% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.88% | +23.66% | |
| 16 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.29% | -0.04% | +1.39% | |
| 17 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.27% | -0.01% | +0.40% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.04% | -1.15% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.19% | -0.01% | — | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.72% | -1.76% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.46% | +31.39% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.75% | -7.77% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.71% | +304.71% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.24% | +1.40% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.03% | -3.82% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.02% | -13.06% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.18% | +11.40% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.36% | -1.83% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | +0.13% | +14.80% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.28% | -21.63% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.36% | -21.85% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.60% | -0.02% | -8.98% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -11.61% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.31% | -18.49% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.03% | -15.54% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.49% | -0.01% | +6.28% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.48% | -0.19% | -2.23% | |
| 38 | BR | Broadridge Financial Solutio | Stock-Tech | 0.47% | -0.18% | -3.65% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.01% | -13.26% | |
| 40 | XYL | Xylem Inc | Stock-Industrials | 0.46% | -0.02% | +0.76% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.18% | -11.71% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.01% | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.09% | -13.70% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.09% | -1.55% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.02% | +12.33% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.04% | -18.56% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.14% | -8.25% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | +0.06% | -0.60% | |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.39% | -0.01% | -14.25% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.11% | -33.86% |
According to official SEC Form 13F filings, B. Metzler seel. Sohn & Co. AG reported a total U.S. public equity portfolio value of $11.6B across 750 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 25.1% of total reported equity market value during Q4 2024.
During Q4 2024, B. Metzler seel. Sohn & Co. AG's top holdings by market value included MSFT (7.3%)、AAPL (6.7%)、AMZN (5.7%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q4 2024, B. Metzler seel. Sohn & Co. AG made 0 total portfolio adjustments, initiating 0 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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