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CIK: 0001780570
Total reported value
$8.0B
$8.0B
1164 檔
12.6%
As reported in its official Q1 2025 Form 13F filing, Ethic Inc.'s tracked investment portfolio stood at $8.0B with 1164 total positions.
In Q1 2025, Ethic Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 12.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1164 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.17% | -0.11% | +8.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.97% | -0.46% | +6.78% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.81% | -0.11% | +1.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | -0.03% | +8.75% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +2.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.73% | -2.59% | +28.75% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.25% | +8.13% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.14% | +0.06% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | — | +3.50% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.16% | +1.59% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.09% | +5.59% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.14% | +6.43% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.02% | +2.14% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.05% | +6.04% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.30% | +0.95% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.02% | +3.91% | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.62% | -0.19% | +5.53% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.07% | +16.01% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.13% | +5.19% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.17% | +2.42% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.55% | -0.11% | +11.13% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.07% | +3.63% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | -0.06% | +3.13% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.05% | +1.93% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.12% | +13.61% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | -0.01% | -2.41% | |
| 27 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | -0.08% | +2.36% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.47% | -0.02% | +2.86% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | -0.04% | +3.52% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | +0.01% | +9.21% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | +29.63% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.45% | — | +3.80% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.07% | +7.39% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.08% | +5.84% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.43% | -0.03% | +1.84% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.07% | -7.16% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.04% | -2.52% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.01% | +4.13% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.39% | -0.06% | +19.53% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | -0.05% | +0.98% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.18% | -1.74% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.05% | +1.99% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.11% | +8.23% | |
| 44 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.36% | -0.05% | -2.44% | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.36% | -0.03% | +7.75% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.35% | -0.12% | +0.32% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.34% | +0.45% | -5.33% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.08% | -4.66% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.04% | -5.63% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | +0.21% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 13 | TSLA | Tesla Inc | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | NFLX | Netflix Inc | — | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 17 | T | At&t Inc | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | CRM | Salesforce Inc | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 22 | ORCL | Oracle CORP | — | NEW | New buy |
| 23 | SPGI | S&p Global Inc | — | NEW | New buy |
| 24 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 25 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 26 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 27 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 28 | FISV | Fiserv Inc | — | NEW | New buy |
| 29 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 30 | ADP | Automatic Data Processing | — | NEW | New buy |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 32 | PGR | Progressive CORP | — | NEW | New buy |
| 33 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 34 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 35 | AXP | American Express Co | — | NEW | New buy |
| 36 | ACN | Accenture plc | — | NEW | New buy |
| 37 | NOW | Servicenow Inc | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | SYK | Stryker CORP | — | NEW | New buy |
| 40 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 41 | CAT | Caterpillar Inc | — | NEW | New buy |
| 42 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 43 | INTU | Intuit Inc | — | NEW | New buy |
| 44 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 45 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 46 | CB | Chubb Limited | — | NEW | New buy |
| 47 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 48 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 49 | ADBE | Adobe Inc | — | NEW | New buy |
| 50 | UBER | Uber Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Ethic Inc. reported a total U.S. public equity portfolio value of $8.0B across 1164 disclosed positions in Q1 2025.
During Q1 2025, Ethic Inc.'s top holdings by market value included AAPL (6.2%)、MSFT (5.0%)、NVDA (4.8%). The largest single position, AAPL, represented 6.2% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $304.7M
In Q1 2025, Ethic Inc. made 200 total portfolio adjustments, initiating 200 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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