13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002016110
Total reported value
$249.4M
$249.4M
127 檔
18.7%
At the close of Q1 2025, Fox Hill Wealth Management disclosed equity holdings valued at approximately $249.4M, spread across 127 reported holdings.
During Q1 2025, Fox Hill Wealth Management'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 | 9.31% | -1.17% | +1.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.46% | — | -1.81% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.55% | +0.47% | -0.55% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.60% | -0.60% | +18.63% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | -0.08% | -21.27% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 3.14% | -0.45% | -0.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.82% | -0.13% | +4.89% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.59% | -0.13% | +4.60% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.25% | +7.84% | |
| 10 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 2.09% | — | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.27% | -46.94% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.95% | -0.78% | -28.72% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.95% | -0.33% | +3.52% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.78% | -0.38% | +5.77% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.72% | -0.86% | +9.48% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | — | +11.23% | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 1.54% | +0.30% | +9.15% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.51% | -0.10% | EXIT | |
| 19 | ALL | Allstate CORP | Stock-Financials | 1.49% | — | +160.85% | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 1.44% | — | +5.33% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.40% | -0.43% | +26.86% | |
| 22 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.38% | -0.11% | -1.58% | |
| 23 | CAVA | Cava Group Inc | Stock-Consumer Disc | 1.34% | — | +10.09% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.12% | +3.45% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.26% | -0.24% | +0.16% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.22% | +1.62% | +2.21% | |
| 27 | VST | Vistra CORP | Stock-Utilities | 1.15% | -0.10% | -22.70% | |
| 28 | NI | Nisource Inc | Stock-Utilities | 1.13% | -0.16% | -3.05% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.10% | — | +70.36% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 1.09% | -0.29% | +1.87% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 1.07% | -0.18% | -2.84% | |
| 32 | AEE | Ameren Corporation | Stock-Utilities | 1.06% | -0.12% | -1.97% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.05% | +1.22% | |
| 34 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.02% | -0.12% | -0.98% | |
| 35 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.94% | -0.11% | +1.88% | |
| 36 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | +0.33% | -0.58% | |
| 37 | POR | Portland General Electric Co | Stock-Utilities | 0.92% | -0.13% | +14.53% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.86% | -0.10% | -2.01% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.86% | -0.12% | -31.53% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.84% | -0.17% | +5.85% | |
| 41 | PCG | P G & E CORP | Stock-Utilities | 0.80% | -0.12% | — | |
| 42 | SMR | Nuscale Power CORP | Stock-Industrials | 0.79% | -0.14% | +5.98% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.37% | +5.06% | |
| 44 | DVA | Davita Inc | Stock-Healthcare | 0.77% | +0.10% | -44.34% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.12% | +71.59% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.16% | -2.82% | |
| 47 | PHO | Invesco Water Resources ETF | ETF-Other | 0.66% | -0.07% | -2.20% | |
| 48 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.64% | -0.33% | EXIT | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.03% | -1.05% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.63% | — | -0.93% |
According to official SEC Form 13F filings, Fox Hill Wealth Management reported a total U.S. public equity portfolio value of $249.4M across 127 disclosed positions in Q1 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, AAPL, LLY) accounted for 18.7% of total reported equity market value during Q1 2025.
During Q1 2025, Fox Hill Wealth Management's top holdings by market value included MSFT (9.3%)、AAPL (6.5%)、LLY (4.5%). The largest single position, MSFT, represented 9.3% of total portfolio value.
In Q1 2025, Fox Hill Wealth Management 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.
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.