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CIK: 0000769963
Total reported value
$1.7B
$1.7B
477 檔
16.9%
The Q4 2025 SEC filing reveals that Howe & Rusling Inc held a total portfolio value of $1.7B, covering 477 public equity positions.
In Q4 2025, Howe & Rusling Inc displayed an active expansion posture, initiating 0 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JPM, AVGO) accounted for 16.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AZNN
前期市值: $9.0M
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.12% | +0.43% | +2.68% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.98% | +0.03% | +2.10% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.88% | +0.28% | -6.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | +0.32% | +3.43% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.58% | +0.28% | +2.59% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.05% | +6.71% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.95% | -0.21% | +6.39% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.13% | +1.38% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-Other | 2.65% | -0.21% | +3.73% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.37% | +0.27% | +2.17% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.04% | +3.16% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.04% | +2.31% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -0.75% | +1.00% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.78% | -0.09% | +8.47% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.18% | -0.00% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.55% | -1.81% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.12% | +0.71% | |
| 18 | ICE | Intercontinental Exchange In | Stock-Financials | 1.44% | -0.43% | +22.61% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.07% | +59.00% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.40% | -0.25% | +2.44% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.37% | -0.21% | +2.00% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.19% | -4.04% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.25% | -0.80% | +20.66% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.24% | -0.38% | -3.87% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | +0.08% | -5.09% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.14% | +0.14% | +0.08% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.22% | +15.30% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.92% | -0.04% | +0.38% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.90% | -0.21% | -4.66% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.90% | +0.03% | +2.90% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | +0.01% | +25.86% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.80% | -0.01% | +11.19% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.32% | -2.27% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | +0.01% | -0.42% | |
| 35 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.75% | -0.29% | +2.15% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.02% | +0.94% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.67% | EXIT | |
| 38 | ELV | Elevance Health Inc | Stock-Healthcare | 0.73% | +0.29% | +1.57% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.73% | +0.08% | -0.19% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.16% | +1.82% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | +0.16% | +2.95% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.01% | +50.09% | |
| 43 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.68% | +0.01% | +0.59% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | -0.05% | +0.24% | |
| 45 | DTE | Dte Energy Company | Stock-Utilities | 0.66% | -0.05% | -2.79% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.36% | +2.74% | |
| 47 | RRC | Range Resources CORP | Stock-Energy | 0.63% | -0.21% | -0.40% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.63% | +0.12% | -4.41% | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.62% | -0.22% | -0.73% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.14% | +49.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +59.00% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | +0.71% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +6.71% | Add |
| 4 | SPGI | S&p Global Inc | +0.3% | +359.96% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +50.09% | Add |
| 6 | HON | Honeywell International Inc | +0.2% | +28.25% | Add |
| 7 | QCOM | Qualcomm Inc | +0.2% | +49.26% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | +25.86% | Add |
| 9 | ICE | Intercontinental Exchange In | +0.2% | +22.61% | Add |
| 10 | MDT | Medtronic plc | +0.2% | +43.75% | Add |
| 11 | INTU | Intuit Inc | +0.1% | +20.66% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +39.68% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | -2.28% | Trim |
| 14 | DHR | Danaher CORP | +0.1% | +13.16% | Add |
| 15 | MCD | Mcdonald's CORP | +0.1% | +15.30% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -2.27% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.43% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +2.31% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +0.08% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +8.47% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +1.00% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +2.44% | Add |
| 23 | LAMR | Lamar Advertising Co-a | +0.1% | +23.31% | Add |
| 24 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.39% | Add |
| 25 | TJX | Tjx Companies Inc | +0.1% | +2.00% | Add |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.68% | Add |
| 27 | VGIT | Vanguard Intermediate-term T | +0.1% | +11.19% | Add |
| 28 | BAC | Bank Of America CORP | +0.1% | +2.90% | Add |
| 29 | ELV | Elevance Health Inc | +0.1% | +1.57% | Add |
| 30 | CELH | Celsius Holdings Inc | 0% | +46.10% | Add |
| 31 | IUSG | Ishares Core S&p U.s. Growth | 0% | +2.59% | Add |
| 32 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.17% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +2.10% | Add |
| 34 | GVI | Ishares Intermediate Governm | — | +3.73% | Add |
| 35 | NVDA | Nvidia CORP | 0% | +3.16% | Add |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | -56.69% | Trim |
| 37 | APD | Air Products & Chemicals Inc | -0.1% | -13.01% | Trim |
| 38 | DTE | Dte Energy Company | -0.1% | -2.79% | Trim |
| 39 | PM | Philip Morris International | -0.1% | -3.87% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | -4.04% | Trim |
| 41 | ZS | Zscaler Inc | -0.2% | -9.50% | Trim |
| 42 | AVGO | Broadcom Inc | -0.2% | -6.41% | Trim |
| 43 | MSFT | Microsoft CORP | -0.3% | +1.38% | Add |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -0.00% | Trim |
| 45 | MDLZ | Mondelez International Inc-a | -0.3% | -26.34% | Trim |
| 46 | DOX | Amdocs Limited | -0.4% | -96.09% | Trim |
| 47 | RRX | Regal Rexnord CORP | -0.7% | -96.69% | Trim |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 50 | BRBR | Bellring Brands Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Howe & Rusling Inc reported a total U.S. public equity portfolio value of $1.7B across 477 disclosed positions in Q4 2025.
During Q4 2025, Howe & Rusling Inc's top holdings by market value included VTI (4.1%)、JPM (4.0%)、AVGO (3.9%). The largest single position, VTI, represented 4.1% of total portfolio value.
In Q4 2025, Howe & Rusling Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 34 positions, trimming 13 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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