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CIK: 0001780570
Total reported value
$8.0B
$8.0B
1214 檔
15.6%
During the Q2 2025 filing period, Ethic Inc. (CIK: 0001780570) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.0B across 1214 reported positions.
In Q2 2025, Ethic Inc. displayed an active expansion posture, initiating 6 new positions and adding to 129 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.36% | -0.11% | +4.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.46% | +6.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.02% | -0.11% | +2.07% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.03% | +3.69% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.01% | -0.25% | +5.80% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | -2.59% | +9.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +2.84% | NEW | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | +0.16% | +1.62% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 1.07% | -0.30% | +28.36% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | — | +5.67% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.14% | +0.16% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | -0.02% | +5.88% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.09% | -2.08% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.07% | +5.29% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.05% | +3.14% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | -0.02% | +2.55% | |
| 17 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | -0.01% | +5.12% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.17% | +7.89% | |
| 19 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.19% | +4.30% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.07% | +6.76% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.51% | -0.11% | -0.20% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.14% | +0.04% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.13% | -1.75% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.48% | -0.04% | -3.33% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.06% | +1.29% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.47% | -0.04% | +1.58% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.01% | +9.12% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.46% | -0.03% | +2.02% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.05% | +3.03% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.11% | +7.04% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.43% | -0.12% | +1.58% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.05% | +2.73% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | +0.01% | +1.43% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.18% | +3.84% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.45% | +4.27% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.39% | -0.06% | +5.76% | |
| 37 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.38% | -0.08% | -1.56% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.37% | +0.21% | NEW | |
| 39 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.36% | -0.20% | +41.39% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.05% | -3.61% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.35% | -0.08% | -10.32% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.34% | — | -7.38% | |
| 43 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.34% | -0.05% | -5.03% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.34% | -0.02% | +3.62% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.33% | +0.05% | -1.15% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.09% | +18.77% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | +0.75% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | +0.36% | +1.97% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.33% | +0.10% | +4.73% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.30% | -0.07% | -11.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +4.49% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +6.73% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +1.62% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | +28.36% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +5.80% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1169.64% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +5.29% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +3.69% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | +80.14% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +9.74% | Add |
| 11 | COF | Capital One Financial CORP | +0.2% | +115.28% | Add |
| 12 | AWK | American Water Works Co Inc | +0.1% | +373.77% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +5.88% | Add |
| 14 | VOTE | Tcw Transform 500 ETF | +0.1% | +41.39% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +5.12% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +16.22% | Add |
| 17 | INTU | Intuit Inc | +0.1% | +7.04% | Add |
| 18 | SPOT | Spotify Technology S.A. | +0.1% | +5.26% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | +22.72% | Add |
| 20 | DASH | Doordash Inc - A | +0.1% | +23.96% | Add |
| 21 | REGN | Regeneron Pharmaceuticals | +0.1% | +137.92% | Add |
| 22 | COIN | Coinbase Global Inc -class A | +0.1% | +67.57% | Add |
| 23 | RBLX | Roblox CORP -class A | +0.1% | +368.35% | Add |
| 24 | MS | Morgan Stanley | +0.1% | +9.12% | Add |
| 25 | NOW | Servicenow Inc | +0.1% | +1.58% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | +3.03% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | +1.97% | Add |
| 28 | MCHP | Microchip Technology Inc | +0.1% | +63.28% | Add |
| 29 | CIB | Grupo Cibest Sa-adr | +0.1% | NEW | New buy |
| 30 | NUE | Nucor CORP | +0.1% | +160.21% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | +4.27% | Add |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.22% | Add |
| 33 | ETN | Eaton Corporation plc | +0.1% | +7.83% | Add |
| 34 | PWR | Quanta Services Inc | +0.1% | +0.15% | Add |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +6.89% | Add |
| 36 | APH | Amphenol Corp-cl A | +0.1% | +1.33% | Add |
| 37 | NET | Cloudflare Inc - Class A | +0.1% | +13.41% | Add |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | +89.49% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | +7.89% | Add |
| 40 | UBER | Uber Technologies Inc | 0% | +3.34% | Add |
| 41 | KLAC | Kla CORP | 0% | +4.10% | Add |
| 42 | SCHW | Schwab (charles) CORP | 0% | +11.45% | Add |
| 43 | CEG | Constellation Energy | 0% | +19.76% | Add |
| 44 | VRT | Vertiv Holdings Co-a | 0% | +13.76% | Add |
| 45 | TT | Trane Technologies plc | 0% | +6.64% | Add |
| 46 | FITB | Fifth Third Bancorp | 0% | +72.20% | Add |
| 47 | DLTR | Dollar Tree Inc | 0% | +39.30% | Add |
| 48 | AXON | Axon Enterprise Inc | 0% | +90.78% | Add |
| 49 | HOOD | Robinhood Markets Inc - A | 0% | +20.45% | Add |
| 50 | DG | Dollar General CORP | 0% | +127.21% | Add |
According to official SEC Form 13F filings, Ethic Inc. reported a total U.S. public equity portfolio value of $8.0B across 1214 disclosed positions in Q2 2025.
During Q2 2025, Ethic Inc.'s top holdings by market value included NVDA (6.4%)、MSFT (6.1%)、AAPL (5.0%). The largest single position, NVDA, represented 6.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 15.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
CIB
市值: $3.3M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $4.8M
In Q2 2025, Ethic Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 129 positions, trimming 58 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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