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CIK: 0002040900
Total reported value
—
$193.2M
447 檔
23.9%
At the close of Q3 2025, 2UniFi Bank disclosed equity holdings valued at approximately $193.2M, spread across 447 reported holdings.
In Q3 2025, 2UniFi Bank displayed an active expansion posture, initiating 21 new positions and adding to 118 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWF, NVDA, EFA) accounted for 23.9% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 447 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.49% | — | +8.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | — | -1.53% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.29% | — | -2.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.15% | — | +0.96% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.83% | — | +7.20% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | — | +0.35% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | — | -1.33% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.44% | — | +10.42% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.24% | — | +19.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | — | -0.23% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.98% | — | +0.03% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | — | -0.55% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.91% | — | -1.44% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | — | +4.99% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.58% | — | +2.68% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.42% | — | +48.60% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.35% | — | +4.77% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | — | -2.63% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | — | +2.84% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | — | +9.87% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.00% | — | +5.52% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | — | +5.65% | |
| 23 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.92% | — | -1.40% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.91% | — | +17.63% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | — | +5.81% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | — | +9.78% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | — | +17.48% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | — | +5.91% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | — | +11.02% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | — | +0.28% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | — | +59.19% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | — | +18.73% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | — | -13.09% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.60% | — | +34.35% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.60% | — | +0.78% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.60% | — | +1.99% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.58% | — | +1.18% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | — | +28.88% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | — | +1.01% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | — | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.55% | — | -0.29% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | — | +38.41% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | — | +9.64% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.53% | — | +8.99% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.52% | — | -0.10% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | — | -0.52% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | -2.34% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | — | +3.98% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | — | +1.65% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | — | +11.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.6% | +8.25% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -1.53% | Add |
| 3 | VTV | Vanguard Value ETF | +0.8% | +19.61% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +9.78% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +59.19% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.4% | +500.62% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +10.42% | Add |
| 8 | ORCL | Oracle CORP | +0.3% | +17.63% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +56.04% | Add |
| 10 | BIV | Vanguard Intermediate-term B | +0.3% | +34.35% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.3% | +32.79% | Add |
| 12 | BND | Vanguard Total Bond Market | +0.2% | +38.41% | Add |
| 13 | DUK | Duke Energy CORP | +0.2% | +12.46% | Add |
| 14 | VB | Vanguard Small-cap ETF | +0.2% | +11.02% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.2% | +35.65% | Add |
| 16 | URI | United Rentals Inc | +0.2% | +323.21% | Add |
| 17 | ABT | Abbott Laboratories | +0.2% | +120.44% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +48.51% | Add |
| 19 | CAT | Caterpillar Inc | +0.2% | +9.64% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +0.35% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +9.87% | Add |
| 22 | AXP | American Express Co | +0.1% | +75.05% | Add |
| 23 | CRM | Salesforce Inc | +0.1% | +245.91% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +15.47% | Add |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | +194.71% | Add |
| 26 | IAU | Ishares Gold Trust | +0.1% | -1.44% | Add |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +28.88% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -2.34% | Add |
| 29 | BSV | Vanguard Short-term Bond ETF | +0.1% | +32.17% | Add |
| 30 | ADP | Automatic Data Processing | +0.1% | +69.70% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.23% | Trim |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | -1.40% | Trim |
| 33 | EMR | Emerson Electric Co | +0.1% | +17.58% | Add |
| 34 | DIS | Walt Disney Co/the | +0.1% | +31.36% | Add |
| 35 | MRVL | Marvell Technology Inc | +0.1% | +18.87% | Add |
| 36 | HD | Home Depot Inc | +0.1% | +17.48% | Add |
| 37 | MCD | Mcdonald's CORP | +0.1% | +18.73% | Add |
| 38 | TSLA | Tesla Inc | +0.1% | +1.01% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | +7.91% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | +16.36% | Add |
| 41 | COIN | Coinbase Global Inc -class A | 0% | — | Trim |
| 42 | BA | Boeing Co/the | 0% | +10.88% | Add |
| 43 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 44 | GEV | GE Vernova Inc | 0% | +15.32% | Add |
| 45 | MSCI | Msci Inc | 0% | +36.13% | Add |
| 46 | VGT | Vanguard Info Tech ETF | 0% | +3.98% | Add |
| 47 | UBER | Uber Technologies Inc | 0% | -2.08% | Add |
| 48 | AEP | American Electric Power | 0% | +11.59% | Add |
| 49 | ENB | Enbridge Inc | 0% | +9.65% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | +15.09% | Add |
According to official SEC Form 13F filings, 2UniFi Bank reported a total U.S. public equity portfolio value of $193.2M across 447 disclosed positions in Q3 2025.
During Q3 2025, 2UniFi Bank's top holdings by market value included IWF (6.5%)、NVDA (4.4%)、EFA (4.3%). The largest single position, IWF, represented 6.5% of total portfolio value.
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Top New Position Initiated
RTX
市值: $889.4K
Top Position Liquidated / Trimmed
RAYTHEON TECHNOLOGIES CORP
前期市值: $492.7K
In Q3 2025, 2UniFi Bank made 192 total portfolio adjustments, initiating 21 new buys, adding to 118 positions, trimming 35 holdings, and fully liquidating 18 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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