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: 0001494234
Total reported value
$1.4B
$1.4B
127 檔
21.1%
As reported in its official Q2 2025 Form 13F filing, Hemenway Trust Co LLC's tracked investment portfolio stood at $1.4B with 127 total positions.
In Q2 2025, Hemenway Trust Co LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.46% | -0.44% | -0.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | -0.08% | -3.09% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.27% | -0.07% | -1.42% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.18% | -0.33% | -5.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.13% | +0.16% | -4.09% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.13% | -0.02% | -1.92% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 3.72% | -0.58% | -5.13% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.54% | +0.06% | -0.50% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 3.43% | -0.09% | -6.52% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 3.29% | -0.49% | -1.18% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.09% | -0.70% | -2.75% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 3.04% | -0.15% | +0.74% | |
| 13 | ATR | Aptargroup Inc | Stock-Healthcare | 2.97% | -0.37% | -0.30% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.88% | -0.52% | -2.23% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.67% | -0.29% | -0.53% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.67% | +3.99% | -7.48% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.62% | -0.33% | +1.37% | |
| 18 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.62% | +0.12% | +2.10% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.56% | +0.42% | -10.86% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.29% | -0.32% | -5.89% | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 2.26% | -0.20% | +0.70% | |
| 22 | CARR | Carrier Global CORP | Stock-Industrials | 2.18% | -0.49% | +4.27% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.91% | +0.09% | +2.19% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.68% | -1.05% | -1.46% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.53% | -0.10% | +6.77% | |
| 26 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.52% | -0.17% | +2.15% | |
| 27 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.51% | -0.08% | +4.02% | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.43% | — | -26.14% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.41% | -0.24% | +56.25% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.29% | -0.39% | -1.23% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.01% | -0.08% | EXIT | |
| 32 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.95% | — | -0.09% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.87% | -0.15% | — | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | -0.12% | +128.52% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.45% | +110.29% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.66% | -0.01% | +96.14% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | +0.13% | -0.35% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.51% | +0.31% | +1370.71% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.01% | -0.65% | |
| 40 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 0.41% | -0.03% | +6.06% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.38% | -0.09% | +1228.40% | |
| 42 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 0.38% | -0.02% | +6.33% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | — | -13.89% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +1.82% | — | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.31% | -0.30% | EXIT | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.30% | +0.26% | +9.12% | |
| 47 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.29% | -0.01% | -42.40% | |
| 48 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.26% | +0.04% | +106.77% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.26% | — | -33.22% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.07% | -5.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -3.09% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.03% | Trim |
| 3 | UBER | Uber Technologies Inc | +0.5% | +128.52% | Add |
| 4 | AXP | American Express Co | +0.5% | +1370.71% | Add |
| 5 | AMD | Advanced Micro Devices | +0.5% | -7.48% | Trim |
| 6 | ADI | Analog Devices Inc | +0.4% | -0.50% | Trim |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | +56.25% | Add |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | +1228.40% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | +110.29% | Add |
| 10 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 11 | SBGSY | Schneider Elect Se-unsp Adr | +0.3% | +2.10% | Add |
| 12 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +96.14% | Add |
| 13 | AMZN | Amazon.com Inc | +0.3% | -1.92% | Trim |
| 14 | CARR | Carrier Global CORP | +0.3% | +4.27% | Add |
| 15 | CRM | Salesforce Inc | +0.3% | +40.64% | Add |
| 16 | ROK | Rockwell Automation Inc | +0.2% | -10.86% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.09% | Trim |
| 18 | CP | Canadian Pacific Kansas City | +0.1% | +106.77% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.12% | Add |
| 20 | XYL | Xylem Inc | +0.1% | +0.70% | Add |
| 21 | RTX | Rtx CORP | +0.1% | -2.23% | Trim |
| 22 | VFIAX | Vanguard 500 Index-adm | +0.1% | -0.09% | Trim |
| 23 | APH | Amphenol Corp-cl A | +0.1% | -10.36% | Trim |
| 24 | ARIMX | Amg Rr Smid Val-i | 0% | +4.02% | Add |
| 25 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | +2.15% | Add |
| 26 | FPACX | Fpa Crescent Fund-inst | 0% | +6.06% | Add |
| 27 | ASML | ASML Holding N.V. | 0% | +34.84% | Add |
| 28 | BPIRX | Boston Part L/s Research-ins | 0% | +6.33% | Add |
| 29 | ATR | Aptargroup Inc | — | -0.30% | Trim |
| 30 | XOM | Exxon Mobil CORP | 0% | -16.60% | Trim |
| 31 | DE | Deere & Co | 0% | EXIT | Sold out |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | -7.83% | Trim |
| 33 | ABBV | Abbvie Inc | -0.1% | -13.89% | Trim |
| 34 | ADBE | Adobe Inc | -0.1% | -33.22% | Trim |
| 35 | DHR | Danaher CORP | -0.2% | +1.37% | Add |
| 36 | TJX | Tjx Companies Inc | -0.2% | -2.75% | Trim |
| 37 | BDX | Becton Dickinson And Co | -0.2% | -62.63% | Trim |
| 38 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | +2.19% | Add |
| 39 | NSRGY | Nestle Sa-spons Adr | -0.2% | -42.40% | Trim |
| 40 | ABT | Abbott Laboratories | -0.3% | -5.13% | Trim |
| 41 | MA | Mastercard Inc - A | -0.3% | -5.14% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.4% | -0.53% | Trim |
| 43 | ADP | Automatic Data Processing | -0.4% | -6.52% | Trim |
| 44 | CVX | Chevron CORP | -0.4% | -1.46% | Trim |
| 45 | CNI | Canadian Natl Railway Co | -0.5% | -26.14% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.5% | -5.89% | Trim |
| 47 | BALL | Ball CORP | -0.6% | -77.78% | Trim |
| 48 | AAPL | Apple Inc | -0.7% | -1.42% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1% | -1.23% | Trim |
| 50 | FISV | Fiserv Inc | -1.2% | -1.18% | Trim |
According to official SEC Form 13F filings, Hemenway Trust Co LLC reported a total U.S. public equity portfolio value of $1.4B across 127 disclosed positions in Q2 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 21.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMAT
市值: $4.2M
Top Position Liquidated / Trimmed
DE
前期市值: $452.9K
During Q2 2025, Hemenway Trust Co LLC's top holdings by market value included MSFT (5.5%)、NVDA (5.4%)、AAPL (4.3%). The largest single position, MSFT, represented 5.5% of total portfolio value.
In Q2 2025, Hemenway Trust Co LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 29 holdings, and fully liquidating 1 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.