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CIK: 0001780570
Total reported value
$8.0B
$8.0B
1192 檔
17.8%
According to the latest 13F quarterly dataset, Ethic Inc. managed an equity portfolio of $8.0B at the end of Q3 2025, spanning 1192 distinct U.S. exchange-listed positions.
In Q3 2025, Ethic Inc. displayed an active expansion posture, initiating 6 new positions and adding to 138 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1192 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.03% | -0.11% | +1.74% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.88% | -0.11% | +0.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.68% | -0.46% | -2.76% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | -0.03% | +0.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +2.84% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.17% | -2.59% | -7.96% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.25% | +0.85% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | +0.16% | +4.33% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.02% | +1.16% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | +1.41% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.14% | -0.53% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.07% | +0.72% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | -0.30% | +0.18% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.09% | -3.06% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.05% | +1.99% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | -0.01% | +0.09% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | -0.02% | -7.34% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.17% | +1.33% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.14% | +0.29% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.51% | -0.19% | -3.19% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.07% | -4.08% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 0.49% | +0.01% | +0.67% | |
| 23 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.47% | -0.20% | +30.41% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.18% | -0.74% | |
| 25 | AXP | American Express Co | Stock-Financials | 0.44% | -0.03% | -0.70% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | -0.04% | -0.38% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 0.41% | -0.06% | -1.56% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.36% | -1.90% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.05% | -3.19% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.12% | -1.88% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.13% | -0.44% | |
| 32 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.38% | -0.11% | -10.71% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.38% | -0.04% | -0.35% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.45% | -4.72% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.74% | +81.80% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.05% | +12.38% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | -0.05% | -1.43% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.37% | +0.21% | NEW | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.37% | -0.07% | +11.93% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.08% | -4.69% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | +64.37% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +1.24% | -1.25% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.35% | -0.11% | +0.83% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.14% | +12.23% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | +0.01% | -3.65% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +5.80% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.33% | -0.08% | -7.70% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.10% | +6.74% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.33% | +0.05% | +0.21% | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.33% | -0.01% | -1.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +1.74% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | +4.33% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -2.76% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +11.61% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -7.96% | Add |
| 6 | ORCL | Oracle CORP | +0.4% | +0.72% | Add |
| 7 | TSLA | Tesla Inc | +0.4% | +1.16% | Add |
| 8 | AMD | Advanced Micro Devices | +0.3% | +81.80% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +0.18% | Add |
| 10 | VOTE | Tcw Transform 500 ETF | +0.2% | +30.41% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +0.21% | Add |
| 12 | AWK | American Water Works Co Inc | +0.2% | +52.12% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +6.74% | Add |
| 14 | COF | Capital One Financial CORP | +0.2% | +14.58% | Add |
| 15 | APP | Applovin Corp-class A | +0.2% | +150.49% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +0.85% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | -1.90% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +0.09% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.23% | Add |
| 20 | MS | Morgan Stanley | +0.1% | +0.67% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +23.26% | Add |
| 22 | MNST | Monster Beverage CORP | +0.1% | +172.03% | Add |
| 23 | RBLX | Roblox CORP -class A | +0.1% | +9.19% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | -1.25% | Trim |
| 25 | KLAC | Kla CORP | +0.1% | +4.15% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | +39.40% | Add |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +1.36% | Add |
| 28 | VLO | Valero Energy CORP | +0.1% | +248.41% | Add |
| 29 | BIIB | Biogen Inc | +0.1% | +257.74% | Add |
| 30 | HOOD | Robinhood Markets Inc - A | +0.1% | -7.96% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | -0.74% | Add |
| 32 | GLW | Corning Inc | +0.1% | -4.10% | Add |
| 33 | DASH | Doordash Inc - A | +0.1% | -2.50% | Add |
| 34 | COIN | Coinbase Global Inc -class A | +0.1% | +15.11% | Add |
| 35 | DHI | Dr Horton Inc | +0.1% | +23.52% | Add |
| 36 | NET | Cloudflare Inc - Class A | +0.1% | +11.13% | Add |
| 37 | BAC | Bank Of America CORP | +0.1% | +64.37% | Add |
| 38 | GE | General Electric | +0.1% | +2.34% | Add |
| 39 | ANET | Arista Networks Inc | +0.1% | -1.97% | Trim |
| 40 | INTC | Intel CORP | +0.1% | +7.64% | Add |
| 41 | REGN | Regeneron Pharmaceuticals | +0.1% | -2.10% | Add |
| 42 | XYL | Xylem Inc | +0.1% | +54.15% | Add |
| 43 | VRT | Vertiv Holdings Co-a | +0.1% | +4.34% | Add |
| 44 | MSTR | Strategy Inc | +0.1% | +335.90% | Add |
| 45 | PWR | Quanta Services Inc | +0.1% | -1.97% | Trim |
| 46 | HCA | Hca Healthcare Inc | +0.1% | +72.84% | Add |
| 47 | IDXX | Idexx Laboratories Inc | +0.1% | +18.61% | Add |
| 48 | MPWR | Monolithic Power Systems Inc | +0.1% | -14.45% | Add |
| 49 | STX | Seagate Technology Holdings plc | +0.1% | -0.51% | Add |
| 50 | CRH | CRH plc | +0.1% | +344.67% | Add |
According to official SEC Form 13F filings, Ethic Inc. reported a total U.S. public equity portfolio value of $8.0B across 1192 disclosed positions in Q3 2025.
During Q3 2025, Ethic Inc.'s top holdings by market value included NVDA (7.0%)、AAPL (5.9%)、MSFT (5.7%). The largest single position, NVDA, represented 7.0% 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, AAPL, MSFT) accounted for 17.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CIB
市值: $4.3M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $4.8M
In Q3 2025, Ethic Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 138 positions, trimming 50 holdings, and fully liquidating 6 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.