13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001299939
Total reported value
$1.7B
$1.7B
322 檔
25.0%
During the Q1 2025 filing period, Cadence Bank (CIK: 0001299939) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 322 reported positions.
In Q1 2025, Cadence Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 13.91% | +0.02% | — | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 6.13% | +0.01% | +0.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.36% | +0.81% | |
| 4 | MUR | Murphy Oil CORP | Stock-Energy | 3.56% | +0.18% | +5.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.09% | -0.03% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.05% | -7.63% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.93% | +0.14% | -0.90% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | — | +0.39% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.13% | -0.77% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.65% | +0.05% | -0.45% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | -0.17% | -2.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.01% | -1.12% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.53% | — | +1.05% | |
| 14 | CADE | Cadence Bank | Stock-Other | 1.44% | +0.43% | -0.84% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.41% | — | +4.86% | |
| 16 | PRU | Prudential Financial Inc | Stock-Financials | 1.38% | +0.02% | +1.46% | |
| 17 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.24% | — | +3.74% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.22% | +0.05% | +2.70% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.20% | +0.08% | -14.11% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.16% | +0.33% | +1.73% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.57% | +0.61% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | — | -2.60% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.09% | +3.23% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | +0.07% | +7.29% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | +0.10% | -0.96% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 0.76% | +0.09% | +0.72% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.75% | +0.11% | +2.10% | |
| 28 | MTN | Vail Resorts Inc | Stock-Consumer Disc | 0.75% | -0.11% | +0.63% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.72% | -0.32% | +3.16% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | +0.08% | +19.41% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.12% | -2.29% | |
| 32 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.67% | -0.42% | EXIT | |
| 33 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.64% | -0.13% | +2.07% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | — | -46.90% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | +0.05% | +4.18% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | — | -11.25% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | +0.07% | +1.71% | |
| 38 | BEN | Franklin Resources Inc | Stock-Financials | 0.57% | — | +1.36% | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.56% | +0.09% | +0.28% | |
| 40 | SLB | Slb LTD | Stock-Energy | 0.54% | — | +4.77% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | -3.09% | |
| 42 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.52% | -0.40% | EXIT | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.50% | — | +2.34% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | — | +1.07% | |
| 45 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.49% | — | +0.49% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.48% | — | +0.41% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.48% | — | -0.17% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.47% | — | +11.61% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | — | +0.11% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +0.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA Inc | — | NEW | New buy |
| 2 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | MUR | Murphy Oil CORP | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | WMT | Walmart Inc | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 11 | NVDA | Nvidia CORP | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | ABBV | Abbvie Inc | — | NEW | New buy |
| 14 | CADE | Cadence Bank | — | NEW | New buy |
| 15 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 16 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 17 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 18 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 19 | RTX | Rtx CORP | — | NEW | New buy |
| 20 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 24 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | TFC | Truist Financial CORP | — | NEW | New buy |
| 27 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 28 | MTN | Vail Resorts Inc | — | NEW | New buy |
| 29 | GD | General Dynamics CORP | — | NEW | New buy |
| 30 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 32 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 33 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 34 | PM | Philip Morris International | — | NEW | New buy |
| 35 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 38 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 39 | FDX | Fedex CORP | — | NEW | New buy |
| 40 | SLB | Slb LTD | — | NEW | New buy |
| 41 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 42 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 43 | EOG | Eog Resources Inc | — | NEW | New buy |
| 44 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 45 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 46 | CVX | Chevron CORP | — | NEW | New buy |
| 47 | MDT | Medtronic plc | — | NEW | New buy |
| 48 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 49 | PFE | Pfizer Inc | — | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Cadence Bank reported a total U.S. public equity portfolio value of $1.7B across 322 disclosed positions in Q1 2025.
During Q1 2025, Cadence Bank's top holdings by market value included MUSA (13.9%)、MGC (6.1%)、MSFT (3.6%). The largest single position, MUSA, represented 13.9% of total portfolio value.
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 MUSA, MGC, MSFT) accounted for 25.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MUSA
市值: $194.8M
In Q1 2025, Cadence Bank made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.