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CIK: 0001847838
Total reported value
$11.6B
$11.6B
721 檔
29.1%
At the close of Q4 2025, B. Metzler seel. Sohn & Co. AG disclosed equity holdings valued at approximately $11.6B, spread across 721 reported holdings.
During Q4 2025, B. Metzler seel. Sohn & Co. AG performed routine portfolio adjustments (0 new buys, 24 additions, 25 trims, and 1 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 721 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.08% | -1.56% | +8.50% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.39% | +0.02% | +9.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.52% | +0.33% | -19.74% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.26% | -0.42% | -2.27% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.10% | +1.16% | -21.83% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.17% | -0.75% | -0.68% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.97% | -0.68% | -4.73% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.46% | +64.04% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.71% | -0.34% | +1.98% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.42% | -0.51% | -1.97% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.04% | -1.13% | +63.36% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.02% | -0.72% | -0.54% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.98% | -0.71% | +3.02% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.96% | +0.88% | +1.94% | |
| 15 | C | Citigroup Inc | Stock-Financials | 1.67% | -0.13% | +0.64% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.66% | -0.03% | +67.20% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.53% | +0.88% | +0.59% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.41% | -0.09% | -12.96% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.41% | +0.36% | +6.02% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.28% | -13.79% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.04% | -23.14% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.06% | +16.52% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.36% | +10.46% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.24% | -37.84% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | -0.20% | +137.60% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | +0.13% | -24.81% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.02% | +8.42% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | -0.45% | -65.70% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.31% | +1267.28% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.18% | -4.11% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.14% | +11.46% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.03% | -75.13% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.85% | -12.88% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 0.46% | +0.03% | +9.51% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.43% | -0.03% | +40.82% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.02% | +4.16% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | -0.01% | — | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.09% | -0.68% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.18% | +17.94% | |
| 40 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.35% | +0.09% | -29.97% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.34% | -0.07% | +25.89% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.47% | -10.41% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.06% | +3.92% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.32% | -0.03% | -40.44% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | +0.12% | +2.36% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.03% | -6.18% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.06% | +2.51% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.04% | +0.17% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.30% | +0.02% | +18.31% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.29% | -0.19% | -28.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.1% | +64.04% | Add |
| 2 | VRTX | Vertex Pharmaceuticals Inc | +1% | +63.36% | Add |
| 3 | ABBV | Abbvie Inc | +0.6% | +67.20% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +9.74% | Add |
| 5 | UBER | Uber Technologies Inc | +0.4% | +137.60% | Add |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.3% | -4.73% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +16.52% | Add |
| 8 | FITB | Fifth Third Bancorp | +0.2% | +485.68% | Add |
| 9 | C | Citigroup Inc | +0.2% | +0.64% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | -13.79% | Trim |
| 11 | USFD | US Foods Holding CORP | +0.2% | +882.74% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.02% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +10.46% | Add |
| 14 | AXP | American Express Co | +0.2% | +40.82% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +11.46% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -19.74% | Trim |
| 17 | AVGO | Broadcom Inc | +0.1% | +1.94% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.98% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | +57.00% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +17.94% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +4.16% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | -2.27% | Trim |
| 23 | MU | Micron Technology Inc | +0.1% | +0.33% | Add |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +126.81% | Add |
| 25 | AMP | Ameriprise Financial Inc | +0.1% | +352.33% | Add |
| 26 | KO | Coca-cola Co/the | +0.1% | -1.97% | Trim |
| 27 | AMD | Advanced Micro Devices | +0.1% | -12.88% | Trim |
| 28 | MSFT | Microsoft CORP | 0% | +8.50% | Add |
| 29 | SNPS | Synopsys Inc | -0.1% | -47.51% | Trim |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -28.41% | Trim |
| 31 | ABT | Abbott Laboratories | -0.1% | +3.02% | Add |
| 32 | IT | Gartner Inc | -0.1% | -92.93% | Trim |
| 33 | BR | Broadridge Financial Solutio | -0.1% | -23.84% | Trim |
| 34 | HWM | Howmet Aerospace Inc | -0.1% | -29.97% | Trim |
| 35 | SHW | Sherwin-williams Co/the | -0.1% | -29.36% | Trim |
| 36 | CTAS | Cintas CORP | -0.2% | -28.31% | Trim |
| 37 | APH | Amphenol Corp-cl A | -0.2% | -24.81% | Trim |
| 38 | CL | Colgate-palmolive Co | -0.2% | -52.48% | Trim |
| 39 | PANW | Palo Alto Networks Inc | -0.2% | +0.59% | Add |
| 40 | COST | Costco Wholesale CORP | -0.2% | -36.51% | Trim |
| 41 | AZO | Autozone Inc | -0.2% | -33.09% | Trim |
| 42 | BKNG | Booking Holdings Inc | -0.2% | -40.44% | Trim |
| 43 | MRSH | Marsh & Mclennan Cos | -0.3% | -78.68% | Trim |
| 44 | MA | Mastercard Inc - A | -0.3% | -23.14% | Trim |
| 45 | META | Meta Platforms Inc-class A | -0.4% | -0.68% | Trim |
| 46 | PEP | Pepsico Inc | -0.5% | -37.84% | Trim |
| 47 | AAPL | Apple Inc | -1.1% | -21.83% | Trim |
| 48 | SPGI | S&p Global Inc | -1.2% | -65.70% | Trim |
| 49 | PG | Procter & Gamble Co/the | -1.8% | -75.13% | Trim |
| 50 | RGA | Reinsurance Group Of America | — | EXIT | Sold out |
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 721 disclosed positions in Q4 2025.
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 MSFT, NVDA, GOOGL) accounted for 29.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
RGA
前期市值: $11.8M
During Q4 2025, B. Metzler seel. Sohn & Co. AG's top holdings by market value included MSFT (7.1%)、NVDA (6.4%)、GOOGL (5.5%). The largest single position, MSFT, represented 7.1% of total portfolio value.
In Q4 2025, B. Metzler seel. Sohn & Co. AG made 50 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 25 holdings, and fully liquidating 1 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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