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CIK: 0001893403
Total reported value
$146.0M
$146.0M
126 檔
19.1%
In Q1 2025, DMC Group, LLC's U.S. equity holdings reached a combined market value of $146.0M, distributed across 126 disclosed stock positions.
During Q1 2025, DMC Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, UCB) accounted for 19.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.43% | +0.24% | -0.33% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.69% | -0.35% | +8.58% | |
| 3 | UCB | United Community Banks/ga | Stock-Financials | 3.08% | +0.03% | +197.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.26% | +1.04% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.72% | -0.02% | +1.16% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.45% | -6.29% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.42% | +0.12% | +23.73% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.17% | -2.71% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.80% | -0.49% | -8.21% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.69% | -0.14% | +33.28% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.67% | -0.28% | +255.82% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.09% | -4.17% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.49% | -0.14% | — | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.45% | -0.46% | -1.85% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.43% | -0.51% | -8.93% | |
| 16 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.37% | -0.11% | -2.34% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.25% | -0.57% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.32% | -0.21% | -0.27% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.32% | -0.09% | -13.29% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.25% | -0.25% | -4.16% | |
| 21 | FTNT | Fortinet Inc | Stock-Tech | 1.22% | +0.46% | +0.16% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.12% | -14.67% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.13% | -0.01% | +58.27% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.12% | -0.06% | +11.49% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.08% | -0.19% | +0.67% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.01% | -0.04% | +1.50% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.09% | +11.76% | |
| 28 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.99% | -0.04% | -18.04% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | -0.01% | -0.05% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.96% | -0.04% | -21.05% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +1.53% | -3.78% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.93% | -0.10% | -11.15% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | +0.02% | +5.81% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | -0.07% | -10.66% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.91% | +0.14% | +44.85% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | +0.04% | -11.80% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.30% | -2.62% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | +0.46% | -0.46% | |
| 39 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.81% | -0.09% | +4.26% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.81% | — | -37.98% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.31% | +0.07% | |
| 42 | LNC | Lincoln National CORP | Stock-Financials | 0.75% | -0.13% | +47.15% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.74% | — | -10.17% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | -0.10% | +1.21% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.71% | +0.37% | -15.56% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.02% | -21.95% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -1.05% | EXIT | |
| 48 | STLD | Steel Dynamics Inc | Stock-Materials | 0.66% | +0.05% | +16.14% | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.64% | -0.33% | EXIT | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.63% | — | -1.33% |
According to official SEC Form 13F filings, DMC Group, LLC reported a total U.S. public equity portfolio value of $146.0M across 126 disclosed positions in Q1 2025.
During Q1 2025, DMC Group, LLC's top holdings by market value included AAPL (9.4%)、AGG (4.7%)、UCB (3.1%). The largest single position, AAPL, represented 9.4% of total portfolio value.
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In Q1 2025, DMC Group, LLC made 0 total portfolio adjustments, initiating 0 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.
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