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CIK: 0002016110
Total reported value
$249.4M
$249.4M
114 檔
24.8%
At the close of Q4 2025, Fox Hill Wealth Management disclosed equity holdings valued at approximately $249.4M, spread across 114 reported holdings.
Fox Hill Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 17 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.47% | -1.17% | +0.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.88% | -0.08% | +1.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.32% | — | -2.39% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.70% | +0.47% | -0.47% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.35% | -0.60% | +8.35% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.13% | +5.74% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.89% | -0.13% | +13.12% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.63% | -0.78% | -21.76% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.25% | +1.62% | +117.26% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 2.12% | — | +2.08% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.11% | +0.03% | — | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 2.05% | -0.29% | +6.14% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 2.04% | +0.30% | +8.93% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | — | +874.04% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.25% | +6.05% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.94% | -0.38% | +6.64% | |
| 17 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.73% | -1.59% | EXIT | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.59% | -0.33% | +2.52% | |
| 19 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.49% | -0.08% | — | |
| 20 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.31% | -0.11% | -0.03% | |
| 21 | CNM | Core & Main Inc-class A | Stock-Industrials | 1.30% | -0.09% | — | |
| 22 | VST | Vistra CORP | Stock-Utilities | 1.18% | -0.10% | +2.88% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.14% | -0.24% | +119.89% | |
| 24 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.14% | -0.90% | EXIT | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | -0.45% | +339.70% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.12% | -17.87% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.37% | +44.54% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.43% | -0.06% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +2.45% | +14.25% | |
| 30 | ETR | Entergy CORP | Stock-Utilities | 1.07% | -0.18% | +4.11% | |
| 31 | NI | Nisource Inc | Stock-Utilities | 1.06% | -0.16% | +3.10% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.27% | -23.64% | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.02% | -0.86% | +1.54% | |
| 34 | AEE | Ameren Corporation | Stock-Utilities | 0.94% | -0.12% | +5.88% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.03% | +1.04% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | -0.17% | +2.60% | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.88% | -0.12% | +6.14% | |
| 38 | POR | Portland General Electric Co | Stock-Utilities | 0.88% | -0.13% | +0.61% | |
| 39 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.86% | -0.11% | +7.98% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.12% | -0.85% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.16% | -20.23% | |
| 42 | PCG | P G & E CORP | Stock-Utilities | 0.75% | -0.12% | +7.53% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.21% | -0.53% | |
| 44 | SMR | Nuscale Power CORP | Stock-Industrials | 0.74% | -0.14% | -6.72% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.03% | +0.07% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.70% | -0.10% | +1.13% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.70% | +0.32% | +0.10% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.13% | — | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | +0.19% | — | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.57% | +1.16% | +61.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.8% | +874.04% | Add |
| 2 | LLY | Eli Lilly & Co | +1.3% | -0.47% | Trim |
| 3 | PANW | Palo Alto Networks Inc | +1.1% | +117.26% | Add |
| 4 | SLV | Ishares Silver Trust | +0.8% | +6.14% | Add |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | +0.6% | +2.45% | Add |
| 6 | GLD | Spdr Gold Shares | +0.6% | +8.35% | Add |
| 7 | WMT | Walmart Inc | +0.4% | +44.54% | Add |
| 8 | ASTS | Ast Spacemobile Inc | +0.3% | +72.82% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +144.47% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +5.74% | Add |
| 11 | CAT | Caterpillar Inc | +0.3% | +14.25% | Add |
| 12 | INTC | Intel CORP | +0.3% | +61.59% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.04% | Add |
| 14 | TJX | Tjx Companies Inc | +0.2% | +6.64% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.2% | +2.08% | Add |
| 16 | AAPL | Apple Inc | +0.2% | -2.39% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.05% | Add |
| 18 | PCG | P G & E CORP | +0.1% | +7.53% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +119.89% | Add |
| 20 | POR | Portland General Electric Co | +0.1% | +0.61% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | +2.60% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | +0.10% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.85% | Trim |
| 24 | XME | Ss Spdr S&p Metals Mining | 0% | -0.22% | Trim |
| 25 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 26 | META | Meta Platforms Inc-class A | 0% | +13.12% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | +0.07% | Add |
| 28 | ETR | Entergy CORP | 0% | +4.11% | Add |
| 29 | PEG | Public Service Enterprise Gp | 0% | +7.98% | Add |
| 30 | DHR | Danaher CORP | 0% | -0.64% | Trim |
| 31 | NVDA | Nvidia CORP | 0% | +1.06% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +3.84% | Add |
| 33 | GLW | Corning Inc | 0% | +2.48% | Add |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -4.70% | Trim |
| 35 | LITE 0.5 12-15-26Bond | Lumentum Holdings Inc | 0% | — | Unchanged |
| 36 | MCK | Mckesson CORP | 0% | -1.89% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +11.77% | Add |
| 38 | RSG | Republic Services Inc | 0% | +21.24% | Add |
| 39 | GE | General Electric | 0% | +0.79% | Add |
| 40 | ASML | ASML Holding N.V. | 0% | +2.07% | Add |
| 41 | VRTX | Vertex Pharmaceuticals Inc | 0% | -3.70% | Trim |
| 42 | AEE | Ameren Corporation | 0% | +5.88% | Add |
| 43 | EMBJ | Embraer Sa-spon Adr | 0% | -0.67% | Trim |
| 44 | XLK | Ss Technology Select Sector | 0% | +110.49% | Add |
| 45 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | -0.83% | Trim |
| 46 | SHOP | Shopify Inc - Class A | 0% | +0.52% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | -0.45% | Trim |
| 48 | IHI | Ishares U.s. Medical Devices | 0% | -0.87% | Trim |
| 49 | SU | Suncor Energy Inc | 0% | -2.14% | Trim |
| 50 | CHGG 0 09-01-26Bond | Chegg Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Fox Hill Wealth Management reported a total U.S. public equity portfolio value of $249.4M across 114 disclosed positions in Q4 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, AAPL) accounted for 24.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GS
市值: $4.5M
Top Position Liquidated / Trimmed
UBER
前期市值: $3.6M
During Q4 2025, Fox Hill Wealth Management's top holdings by market value included MSFT (9.5%)、NVDA (5.9%)、AAPL (5.3%). The largest single position, MSFT, represented 9.5% of total portfolio value.
In Q4 2025, Fox Hill Wealth Management made 117 total portfolio adjustments, initiating 8 new buys, adding to 49 positions, trimming 43 holdings, and fully liquidating 17 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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