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CIK: 0002058446
Total reported value
$225.1M
$225.1M
139 檔
10.1%
The Q1 2025 SEC filing reveals that Brucke Financial, Inc. held a total portfolio value of $225.1M, covering 139 public equity positions.
Brucke Financial, Inc. executed strategic sector rebalancing during Q1 2025, establishing 8 new positions while fully exiting 7 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, VGIT, SCHC) accounted for 10.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.91% | -0.31% | -0.56% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.90% | -0.29% | -2.66% | |
| 3 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 3.66% | -0.09% | -3.95% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | +0.09% | +18.79% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.14% | -0.27% | -0.97% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.14% | -0.05% | +3.28% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.07% | +32.29% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.86% | +0.52% | +1.88% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.72% | -0.07% | +1.49% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.72% | +0.12% | +14.29% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.01% | +18.15% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.42% | -0.32% | +0.97% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.28% | +13.09% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.17% | -0.03% | +3.89% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.11% | -0.03% | +5.24% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.10% | +0.02% | +6.94% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.99% | -0.08% | +16.97% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | -0.02% | +6.87% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.14% | +0.60% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.11% | +5.59% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | -0.05% | +9.23% | |
| 22 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.98% | +0.04% | +1.64% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.93% | -0.07% | +4.57% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | — | -6.86% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.07% | -0.98% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.02% | +0.24% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.25% | +0.19% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | +0.02% | -16.98% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.77% | -0.03% | +6.66% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.22% | -2.08% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.08% | -11.49% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.71% | — | +0.79% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.03% | -2.17% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.69% | +0.03% | +1.45% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.65% | +0.07% | +1.22% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.68% | EXIT | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | -0.10% | +34.68% | |
| 38 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.62% | — | -3.94% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.05% | +1.93% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.60% | +0.14% | +4.41% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.60% | -0.14% | -1.13% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.04% | +16.03% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.10% | +53.79% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.59% | -0.05% | +1.97% | |
| 45 | CRH | CRH plc | Stock-Materials | 0.55% | -0.03% | +8.14% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.26% | -4.85% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.53% | — | -2.98% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.05% | +62.03% | |
| 49 | UBS | UBS Group AG | Stock-Financials | 0.52% | +0.01% | -3.33% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.51% | -0.02% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +16.97% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +32.29% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.3% | +18.15% | Add |
| 5 | BUD | Anheuser-busch Inbev-spn Adr | +0.3% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.3% | +18.79% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.88% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +96.30% | Add |
| 9 | CI | THE Cigna Group | +0.2% | NEW | New buy |
| 10 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 11 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 12 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 13 | PAGP | Plains Gp Holdings Lp-cl A | +0.2% | NEW | New buy |
| 14 | ADBE | Adobe Inc | +0.2% | +62.03% | Add |
| 15 | BCS | Barclays Plc-spons Adr | +0.2% | NEW | New buy |
| 16 | QCOM | Qualcomm Inc | +0.2% | +53.79% | Add |
| 17 | VGSH | Vanguard Short-term Treasury | +0.2% | +5.24% | Add |
| 18 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -3.95% | Trim |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +3.89% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | -2.08% | Trim |
| 21 | BAC | Bank Of America CORP | +0.1% | +34.68% | Add |
| 22 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | +34.86% | Add |
| 23 | CVNA | Carvana Co | -0.1% | -17.34% | Trim |
| 24 | AXP | American Express Co | -0.1% | +6.66% | Add |
| 25 | AEO | American Eagle Outfitters | -0.1% | -2.96% | Trim |
| 26 | BP | Bp Plc-spons Adr | -0.1% | -5.86% | Trim |
| 27 | ORCL | Oracle CORP | -0.1% | +1.93% | Add |
| 28 | UBS | UBS Group AG | -0.1% | -3.33% | Trim |
| 29 | ARGX | Argenx Se - Adr | -0.1% | -32.43% | Trim |
| 30 | SHOP | Shopify Inc - Class A | -0.1% | -0.24% | Trim |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -4.97% | Trim |
| 32 | ACN | Accenture plc | -0.1% | -5.51% | Trim |
| 33 | AVGO | Broadcom Inc | -0.2% | +0.60% | Add |
| 34 | EFOR | Everforth Inc | -0.2% | -5.63% | Trim |
| 35 | CAT | Caterpillar Inc | -0.2% | +0.19% | Add |
| 36 | CON | Concentra Group Holdings Par | -0.2% | EXIT | Sold out |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -16.98% | Trim |
| 38 | ISRG | Intuitive Surgical Inc | -0.2% | EXIT | Sold out |
| 39 | HD | Home Depot Inc | -0.2% | -6.86% | Trim |
| 40 | GTES | Gates Industrial Corporation plc | -0.2% | EXIT | Sold out |
| 41 | CRM | Salesforce Inc | -0.2% | +5.59% | Add |
| 42 | DELL | Dell Technologies -c | -0.2% | EXIT | Sold out |
| 43 | ABG | Asbury Automotive Group | -0.2% | EXIT | Sold out |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | -0.2% | -26.64% | Trim |
| 46 | VIRT | Virtu Financial Inc-class A | -0.2% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +13.09% | Add |
| 48 | TSLA | Tesla Inc | -0.4% | -11.49% | Trim |
| 49 | META | Meta Platforms Inc-class A | -0.6% | +1.49% | Add |
| 50 | AMZN | Amazon.com Inc | -0.7% | +3.28% | Add |
According to official SEC Form 13F filings, Brucke Financial, Inc. reported a total U.S. public equity portfolio value of $225.1M across 139 disclosed positions in Q1 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.
Top New Position Initiated
PLTR
市值: $416.7K
Top Position Liquidated / Trimmed
VIRT
前期市值: $269.7K
During Q1 2025, Brucke Financial, Inc.'s top holdings by market value included VCIT (4.9%)、VGIT (4.9%)、SCHC (3.7%). The largest single position, VCIT, represented 4.9% of total portfolio value.
In Q1 2025, Brucke Financial, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 15 holdings, and fully liquidating 7 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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