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CIK: 0000908551
Total reported value
$9.8B
$9.8B
5 檔
105.1%
As reported in its official Q4 2025 Form 13F filing, Hershey Trust Co's tracked investment portfolio stood at $9.8B with 5 total positions.
In Q4 2025, Hershey Trust Co adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HSY, HSY, IOT) accounted for 105.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HSY | The Hershey Company | Stock-Consumer Staples | 96.35% | +1.05% | — | |
| 2 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.65% | -1.05% | -0.00% | |
| 3 | IOT | Samsara Inc-cl A | Stock-Tech | — | — | EXIT | |
| 4 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | — | — | -81.07% | |
| 5 | ALEC | Alector Inc | Stock-Other | — | — | +100.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HSY | The Hershey Company | 0% | — | Unchanged |
| 2 | HSY | Hershey Co/the | 0% | -0.00% | Trim |
| 3 | ALEC | Alector Inc | — | +100.00% | Add |
| 4 | IOT | Samsara Inc-cl A | 0% | -60.98% | Trim |
| 5 | ABNB | Airbnb Inc-class A | 0% | -81.07% | Trim |
| 6 | PDD | Pdd Holdings Inc | — | EXIT | Sold out |
| 7 | FRSH | Freshworks Inc-cl A | — | EXIT | Sold out |
| 8 | PONY | Pony Ai Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hershey Trust Co reported a total U.S. public equity portfolio value of $9.8B across 5 disclosed positions in Q4 2025.
During Q4 2025, Hershey Trust Co's top holdings by market value included HSY (96.3%)、HSY (3.6%)、IOT (0.0%). The largest single position, HSY, represented 96.3% of total portfolio value.
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Top Position Liquidated / Trimmed
PDD
前期市值: $1.1M
In Q4 2025, Hershey Trust Co made 7 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 3 holdings, and fully liquidating 3 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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