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CIK: 0001847838
Total reported value
$11.6B
$11.6B
712 檔
25.6%
During the Q1 2026 filing period, B. Metzler seel. Sohn & Co. AG (CIK: 0001847838) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.6B across 712 reported positions.
B. Metzler seel. Sohn & Co. AG executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 11 holdings and trimming 93 positions.
Showing top 200 holdings (of 712 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.32% | +0.02% | -0.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.75% | -1.56% | -0.12% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.30% | +0.33% | -1.75% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.09% | -0.42% | +0.96% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.99% | +1.16% | -1.38% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.87% | -0.75% | -1.60% | |
| 7 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.87% | -0.51% | +2.61% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.65% | -0.68% | -1.03% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.59% | -0.46% | -2.68% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.42% | -0.34% | -2.36% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.19% | -0.72% | +0.11% | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.12% | -1.13% | -0.82% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.88% | +6.21% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.92% | -0.03% | +14.00% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.74% | -0.71% | +0.97% | |
| 16 | C | Citigroup Inc | Stock-Financials | 1.65% | -0.13% | -4.41% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 1.60% | -0.45% | +177.08% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.56% | +0.36% | -7.43% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.42% | +0.88% | -0.05% | |
| 20 | GE | General Electric | Stock-Industrials | 1.10% | +0.74% | +402.98% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.28% | +1.70% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.36% | -4.12% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.31% | +14.45% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.06% | -5.19% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.04% | -6.20% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.02% | +4.59% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.20% | -1.50% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.18% | +23.40% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.71% | +0.13% | -2.09% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.14% | -0.05% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.24% | -24.86% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.85% | +7.56% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.03% | -5.09% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.02% | -2.32% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +0.49% | +103.77% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.48% | +0.09% | +1.76% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.01% | +3.17% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.42% | +0.03% | -7.51% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.47% | -15.04% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.18% | -13.71% | |
| 41 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.36% | +0.09% | -11.49% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.36% | +0.12% | -9.27% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.04% | +0.05% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.35% | -0.03% | -0.67% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.35% | -0.07% | +10.60% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.32% | -0.03% | +560.96% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.05% | +3.86% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.06% | -2.37% | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.30% | +0.04% | +202.28% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | +0.06% | -4.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPGI | S&p Global Inc | +0.9% | +177.08% | Add |
| 2 | GE | General Electric | +0.9% | +402.98% | Add |
| 3 | KO | Coca-cola Co/the | +0.5% | +2.61% | Add |
| 4 | MU | Micron Technology Inc | +0.3% | +103.77% | Add |
| 5 | FAST | Fastenal Co | +0.3% | +560.96% | Add |
| 6 | ABBV | Abbvie Inc | +0.3% | +14.00% | Add |
| 7 | URI | United Rentals Inc | +0.2% | +202.28% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | -4.12% | Trim |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.11% | Add |
| 10 | NFLX | Netflix Inc | +0.2% | +14.45% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -7.43% | Trim |
| 12 | WDC | Western Digital CORP | +0.1% | +113.41% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +3.86% | Add |
| 14 | APP | Applovin Corp-class A | +0.1% | +214.04% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | +1.76% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -2.32% | Trim |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -0.82% | Trim |
| 18 | COP | Conocophillips | +0.1% | +31.80% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | +1.05% | Add |
| 20 | USFD | US Foods Holding CORP | +0.1% | +5.93% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | -15.04% | Trim |
| 22 | GEV | GE Vernova Inc | +0.1% | +22.22% | Add |
| 23 | INSM | Insmed Inc | +0.1% | +729.14% | Add |
| 24 | NEE | Nextera Energy Inc | +0.1% | +25.95% | Add |
| 25 | KLAC | Kla CORP | +0.1% | +4.57% | Add |
| 26 | TMUS | T-mobile US Inc | +0.1% | +35.50% | Add |
| 27 | CVX | Chevron CORP | +0.1% | +11.19% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +0.05% | Add |
| 29 | CAT | Caterpillar Inc | +0.1% | -13.71% | Trim |
| 30 | TSLA | Tesla Inc | +0.1% | +23.40% | Add |
| 31 | PWR | Quanta Services Inc | 0% | +5.71% | Add |
| 32 | AEE | Ameren Corporation | 0% | +144.59% | Add |
| 33 | VLO | Valero Energy CORP | 0% | +12.95% | Add |
| 34 | PSX | Phillips 66 | 0% | -0.19% | Trim |
| 35 | MPC | Marathon Petroleum CORP | 0% | -11.36% | Trim |
| 36 | ADI | Analog Devices Inc | 0% | -9.27% | Trim |
| 37 | COST | Costco Wholesale CORP | 0% | -6.54% | Trim |
| 38 | FERG | Ferguson Enterprises Inc | 0% | +59.38% | Add |
| 39 | VRT | Vertiv Holdings Co-a | 0% | +71.03% | Add |
| 40 | LNG | Cheniere Energy Inc | 0% | +2.31% | Add |
| 41 | HAL | Halliburton Co | 0% | +18.78% | Add |
| 42 | NEM | Newmont CORP | 0% | +35.23% | Add |
| 43 | LPLA | Lpl Financial Holdings Inc | 0% | +45.62% | Add |
| 44 | VZ | Verizon Communications Inc | 0% | -2.87% | Trim |
| 45 | PBR | Petroleo Brasileiro-spon Adr | 0% | +10.10% | Add |
| 46 | HSY | Hershey Co/the | 0% | +31.54% | Add |
| 47 | MSI | Motorola Solutions Inc | 0% | +9.30% | Add |
| 48 | BKR | Baker Hughes Co | 0% | -9.30% | Trim |
| 49 | TJX | Tjx Companies Inc | 0% | +6.66% | Add |
| 50 | WM | Waste Management Inc | 0% | +2.48% | Add |
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 712 disclosed positions in Q1 2026.
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 NVDA, MSFT, GOOGL) accounted for 25.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
KNX
市值: $4.4M
Top Position Liquidated / Trimmed
CWAN
前期市值: $3.5M
During Q1 2026, B. Metzler seel. Sohn & Co. AG's top holdings by market value included NVDA (6.3%)、MSFT (5.8%)、GOOGL (5.3%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q1 2026, B. Metzler seel. Sohn & Co. AG made 198 total portfolio adjustments, initiating 14 new buys, adding to 80 positions, trimming 93 holdings, and fully liquidating 11 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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