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CIK: 0001598340
Total reported value
$579.2M
$579.2M
135 檔
17.9%
During the Q2 2025 filing period, EFG Asset Management (Americas) Corp. (CIK: 0001598340) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $579.2M across 135 reported positions.
During Q2 2025, EFG Asset Management (Americas) Corp.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | +0.52% | +0.28% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +1.68% | +3.61% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.46% | +0.06% | +3.72% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.13% | +0.37% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.99% | -0.01% | -3.00% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.97% | +0.99% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.27% | — | -3.83% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.80% | -11.21% | |
| 9 | CME | Cme Group Inc | Stock-Financials | 1.91% | — | -2.85% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 1.89% | — | -5.10% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.86% | +0.29% | +35.05% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | +0.25% | +6.83% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.80% | -0.66% | -28.59% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.63% | — | +0.05% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | +0.23% | -5.83% | |
| 16 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.54% | +0.80% | +106.52% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.39% | — | +6.03% | |
| 18 | CCI | Crown Castle Inc | Stock-Real Estate | 1.36% | +0.48% | +134.21% | |
| 19 | MSCI | Msci Inc | Stock-Financials | 1.32% | -0.60% | -19.01% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.31% | — | +6.23% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | -0.64% | -15.62% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.29% | — | -0.32% | |
| 23 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.24% | +0.26% | -1.29% | |
| 24 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.20% | — | +23.03% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.17% | +0.57% | -0.78% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | — | +11.58% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 1.12% | — | -0.30% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | — | -7.27% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | — | -3.66% | |
| 30 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.06% | -1.48% | -41.14% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.05% | +0.83% | +348.21% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.04% | +0.40% | +46.44% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.88% | NEW | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.96% | — | +20.96% | |
| 35 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.94% | -0.44% | +0.25% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.90% | -0.56% | -21.12% | |
| 37 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.89% | — | +9.98% | |
| 38 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.87% | +0.37% | +22.15% | |
| 39 | IGF | Ishares Global Infrastructur | ETF-Other | 0.83% | — | -2.51% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.81% | — | -4.24% | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.79% | — | -13.68% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | +0.38% | +8.67% | |
| 43 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.72% | — | -5.49% | |
| 44 | FANG | Diamondback Energy Inc | Stock-Energy | 0.70% | — | -17.76% | |
| 45 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.70% | — | -3.09% | |
| 46 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.70% | — | -13.14% | |
| 47 | AWK | American Water Works Co Inc | Stock-Utilities | 0.64% | +0.39% | +216.51% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.64% | +0.87% | NEW | |
| 49 | EXPO | Exponent Inc | Stock-Industrials | 0.63% | — | +0.12% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | — | +41.98% |
According to official SEC Form 13F filings, EFG Asset Management (Americas) Corp. reported a total U.S. public equity portfolio value of $579.2M across 135 disclosed positions in Q2 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 MSFT, NVDA, IJR) accounted for 17.9% of total reported equity market value during Q2 2025.
During Q2 2025, EFG Asset Management (Americas) Corp.'s top holdings by market value included MSFT (5.3%)、NVDA (4.0%)、IJR (3.5%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 2025, EFG Asset Management (Americas) Corp. 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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