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CIK: 0000709447
Total reported value
$238.5M
$238.5M
129 檔
28.0%
The Q3 2025 SEC filing reveals that City National Bank Of Florida /msd held a total portfolio value of $238.5M, covering 129 public equity positions.
In Q3 2025, City National Bank Of Florida /msd displayed an active expansion posture, initiating 11 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.33% | -3.01% | +4.91% | |
| 2 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 8.25% | -0.42% | -0.89% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.76% | -0.61% | — | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.94% | -0.47% | -8.47% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.77% | +16.57% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.39% | -1.27% | +62.98% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.25% | +0.96% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.05% | +26.08% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.23% | +26.03% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.02% | -0.45% | -26.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.32% | +25.33% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.41% | +1.40% | +16.84% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.28% | -0.40% | -4.07% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.63% | +10.81% | |
| 15 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.06% | -0.53% | +5.59% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 0.94% | -0.23% | +2.26% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | -0.12% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.15% | +4.45% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.06% | +8.14% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | -7.74% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | +0.02% | +12.32% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.74% | -0.03% | -25.99% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.15% | -5.60% | |
| 24 | SYF | Synchrony Financial | Stock-Financials | 0.72% | -0.08% | +9.34% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.33% | +109.04% | |
| 26 | NTRS | Northern Trust CORP | Stock-Financials | 0.69% | -0.07% | +21.38% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.08% | -30.86% | |
| 28 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.68% | -0.41% | +35.15% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.06% | -11.76% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.66% | — | -22.29% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.20% | +15.09% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.39% | -3.84% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.05% | +1.48% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | +0.02% | +4.34% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.28% | +4.10% | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.57% | -0.10% | +2.17% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.57% | -0.20% | +4.10% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.63% | +3.15% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.46% | +0.22% | NEW | |
| 40 | MET | Metlife Inc | Stock-Financials | 0.44% | -0.05% | +19.13% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.44% | +0.52% | -9.83% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.06% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.03% | -16.94% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.43% | +0.11% | +9.37% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.08% | +17.65% | |
| 46 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-Other | 0.41% | — | — | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | -0.13% | +3.70% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.03% | +5.36% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.09% | +49.75% | |
| 50 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.37% | -0.19% | +56.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +16.57% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +4.91% | Add |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | +0.8% | +62.98% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +25.33% | Add |
| 5 | HCA | Hca Healthcare Inc | +0.4% | +35.15% | Add |
| 6 | NTRS | Northern Trust CORP | +0.4% | +21.38% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +0.96% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +26.08% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +15.09% | Add |
| 10 | SMMD | Ishares Russell 2500 ETF | +0.3% | -0.89% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +26.03% | Add |
| 12 | SYF | Synchrony Financial | +0.2% | +9.34% | Add |
| 13 | NFLX | Netflix Inc | +0.2% | -5.60% | Add |
| 14 | URI | United Rentals Inc | +0.2% | +9.37% | Add |
| 15 | PHYS | Sprott Physical Gold Trust | +0.2% | +5.59% | Add |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | -8.47% | Add |
| 17 | PWR | Quanta Services Inc | +0.2% | +3.70% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +12.32% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | +2.26% | Add |
| 20 | MET | Metlife Inc | +0.1% | +19.13% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +4.45% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +8.14% | Add |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | -4.07% | Add |
| 24 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +16.84% | Add |
| 25 | XOM | Exxon Mobil CORP | -0.1% | +10.81% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | -0.3% | — | Trim |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -66.98% | Trim |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | -1.1% | -26.64% | Trim |
| 29 | AVGO | Broadcom Inc | — | NEW | New buy |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 31 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 32 | TPR | Tapestry Inc | — | NEW | New buy |
| 33 | GM | General Motors Co | — | NEW | New buy |
| 34 | NUBD | Nuveen Esg US Aggregate Bond | — | EXIT | Sold out |
| 35 | JBL | Jabil Inc | — | NEW | New buy |
| 36 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 37 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 38 | GDDY | Godaddy Inc - Class A | — | EXIT | Sold out |
| 39 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 40 | INKM | Ss Income Allocation ETF | — | NEW | New buy |
| 41 | RLY | Ss Multi-asset Real Ret ETF | — | NEW | New buy |
| 42 | EBAY | Ebay Inc | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 46 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 48 | SPTI | Ss Spdr P Int Term Tsy ETF | — | EXIT | Sold out |
| 49 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 50 | XMYDX | Blackrock Muniyield Fund | — | NEW | New buy |
According to official SEC Form 13F filings, City National Bank Of Florida /msd reported a total U.S. public equity portfolio value of $238.5M across 129 disclosed positions in Q3 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 IVV, SMMD, IWF) accounted for 28.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $1.0M
Top Position Liquidated / Trimmed
SHY
前期市值: $694.9K
During Q3 2025, City National Bank Of Florida /msd's top holdings by market value included IVV (26.3%)、SMMD (8.3%)、IWF (3.8%). The largest single position, IVV, represented 26.3% of total portfolio value.
In Q3 2025, City National Bank Of Florida /msd made 50 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 3 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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