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CIK: 0001893403
Total reported value
$146.0M
$146.0M
145 檔
23.3%
In Q4 2025, DMC Group, LLC's U.S. equity holdings reached a combined market value of $146.0M, distributed across 145 disclosed stock positions.
In Q4 2025, DMC Group, LLC displayed an active expansion posture, initiating 12 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AGG, MSFT) accounted for 23.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.60% | +0.24% | +0.85% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.19% | -0.35% | +0.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | -0.26% | +4.52% | |
| 4 | BWZ | State Street Spdr Bloomberg | ETF-Other | 3.03% | +0.41% | +47.19% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.65% | +0.12% | +2.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +0.09% | +1.06% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.38% | -0.02% | +1.84% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.45% | +1.39% | |
| 9 | IGOV | Ishares International Treasu | ETF-Other | 2.15% | +0.21% | +69.52% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.17% | -9.29% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.72% | -0.14% | +6.70% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.57% | -0.25% | +3.74% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.47% | +1.53% | -4.54% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.44% | -0.01% | +2.11% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.35% | -0.06% | +5.66% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.32% | -0.49% | -44.91% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 1.22% | -0.51% | -3.67% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.15% | +0.14% | +16.65% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.13% | -0.11% | +7.82% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.12% | +1.28% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.21% | -3.89% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.25% | +5.33% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.07% | -0.10% | -9.44% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.06% | -0.46% | +841.94% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.28% | +15.37% | |
| 26 | UCB | United Community Banks/ga | Stock-Financials | 0.99% | +0.03% | -5.54% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.46% | +1.73% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.93% | -0.09% | -0.44% | |
| 29 | LNC | Lincoln National CORP | Stock-Financials | 0.93% | -0.13% | +5.40% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.92% | -0.19% | +3.49% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | -0.01% | +3.87% | |
| 32 | STLD | Steel Dynamics Inc | Stock-Materials | 0.90% | +0.05% | +9.67% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.09% | +4.64% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | +0.02% | -0.54% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.78% | +0.46% | +0.40% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.30% | +12.14% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.37% | -1.33% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.73% | +1.62% | +8.89% | |
| 39 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.73% | -0.09% | +3.20% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.72% | +0.23% | +2.56% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.71% | -0.04% | -1.51% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.71% | +0.91% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -1.05% | EXIT | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.01% | -17.54% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.07% | -6.85% | |
| 46 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.66% | -0.04% | -7.94% | |
| 47 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.66% | -0.06% | +42.40% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.66% | -0.31% | -21.11% | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.63% | -0.10% | +7.99% | |
| 50 | STT | State Street CORP | Stock-Financials | 0.61% | +0.05% | -3.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BWZ | State Street Spdr Bloomberg | +0.9% | +47.19% | Add |
| 2 | IGOV | Ishares International Treasu | +0.8% | +69.52% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.06% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +0.85% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | -4.54% | Trim |
| 6 | BAR | Graniteshares Gold Trust | +0.2% | +42.40% | Add |
| 7 | IAU | Ishares Gold Trust | +0.2% | +15.37% | Add |
| 8 | STLD | Steel Dynamics Inc | +0.2% | +9.67% | Add |
| 9 | QBTS | D-wave Quantum Inc | +0.2% | +59.10% | Add |
| 10 | FMS | Fresenius Medical Care-adr | +0.2% | +148.65% | Add |
| 11 | MTZ | Mastec Inc | +0.2% | +78.07% | Add |
| 12 | RTX | Rtx CORP | +0.1% | +3.74% | Add |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +22.89% | Add |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +16.65% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +55.54% | Add |
| 16 | LNC | Lincoln National CORP | +0.1% | +5.40% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +1.73% | Add |
| 18 | INTC | Intel CORP | +0.1% | +8.89% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -1.33% | Trim |
| 20 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -28.93% | Trim |
| 21 | NVDA | Nvidia CORP | -0.2% | -17.54% | Trim |
| 22 | CAG | Conagra Brands Inc | -0.2% | -52.28% | Trim |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -36.34% | Trim |
| 24 | HD | Home Depot Inc | -0.2% | -9.85% | Trim |
| 25 | BLK | Blackrock Inc | -0.2% | -3.67% | Trim |
| 26 | TXN | Texas Instruments Inc | -0.2% | -52.06% | Trim |
| 27 | EOG | Eog Resources Inc | -0.2% | -36.49% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.3% | +1.39% | Add |
| 29 | T | At&t Inc | -0.3% | -21.11% | Trim |
| 30 | NFLX | Netflix Inc | -0.4% | +841.94% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | -1.2% | -44.91% | Trim |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | SSB | Southstate Bank CORP | — | EXIT | Sold out |
| 34 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 35 | BBVA | Banco Bilbao Vizcaya-sp Adr | — | NEW | New buy |
| 36 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 37 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 38 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 39 | BBIO | Bridgebio Pharma Inc | — | NEW | New buy |
| 40 | PSA | Public Storage | — | NEW | New buy |
| 41 | SMG | Scotts Miracle-gro Co | — | NEW | New buy |
| 42 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 43 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 44 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 45 | USB | US Bancorp | — | EXIT | Sold out |
| 46 | ✓ | On Holding AG | — | EXIT | Sold out |
| 47 | DOW | Dow Inc | — | NEW | New buy |
| 48 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 49 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 50 | DSTL | Distillate US Fundamental St | — | EXIT | Sold out |
According to official SEC Form 13F filings, DMC Group, LLC reported a total U.S. public equity portfolio value of $146.0M across 145 disclosed positions in Q4 2025.
During Q4 2025, DMC Group, LLC's top holdings by market value included AAPL (9.6%)、AGG (4.2%)、MSFT (3.2%). The largest single position, AAPL, represented 9.6% 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.
Top New Position Initiated
CRM
市值: $369.5K
Top Position Liquidated / Trimmed
SSB
前期市值: $338.2K
In Q4 2025, DMC Group, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 19 positions, trimming 12 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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