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CIK: 0001777817
Total reported value
$822.3M
$822.3M
134 檔
25.8%
According to the latest 13F quarterly dataset, Leelyn Smith, LLC managed an equity portfolio of $822.3M at the end of Q2 2025, spanning 134 distinct U.S. exchange-listed positions.
In Q2 2025, Leelyn Smith, LLC displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.83% | +0.65% | +4.87% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.44% | -0.25% | -1.01% | |
| 3 | VNLA | Janus Henderson Short Durati | ETF-Other | 6.21% | -0.21% | +2.35% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.19% | -0.55% | +5.06% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 6.11% | -0.01% | +1.93% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 4.60% | +0.45% | +2.20% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.33% | -0.19% | +0.59% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | -0.04% | -2.69% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.02% | +1.87% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.11% | +1.71% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | -0.08% | +1.93% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.11% | +0.02% | |
| 13 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.25% | -1.23% | EXIT | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.02% | +1.58% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.08% | +3.30% | |
| 16 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.10% | -0.10% | +2.61% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.04% | -2.63% | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.06% | -0.19% | +1.84% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.21% | +1.32% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.22% | +0.90% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.17% | -1.49% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 1.00% | +0.78% | -1.15% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.11% | -0.75% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.98% | +2.87% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | — | -1.82% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 0.90% | -0.22% | -1.34% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 0.89% | +0.01% | +1.77% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.07% | +3.76% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.06% | -0.67% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.76% | EXIT | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.83% | -0.16% | +1.40% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.09% | +1.62% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.79% | -0.02% | +1.38% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.70% | -0.02% | +6.24% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.70% | — | +3.08% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.13% | +4.40% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.67% | — | +3.06% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.63% | -0.52% | EXIT | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.07% | +8.55% | |
| 40 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.59% | -0.59% | EXIT | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.01% | -1.35% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | +0.25% | -1.20% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | +1.67% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.55% | +0.35% | NEW | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.14% | +0.16% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.05% | +7.90% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.04% | -1.51% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.24% | +1.95% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.04% | +2.06% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.50% | -0.16% | -1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +1.1% | +4.87% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | -2.69% | Trim |
| 3 | CLX | Clorox Company | +0.4% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.4% | +1.71% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.32% | Add |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | +0.2% | +2.20% | Add |
| 7 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.2% | -1.51% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +1.87% | Add |
| 10 | KLAC | Kla CORP | +0.2% | -1.15% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +3.76% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | +2.87% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.20% | Trim |
| 14 | WDAY | Workday Inc-class A | +0.1% | +71.28% | Add |
| 15 | BA | Boeing Co/the | +0.1% | +1.38% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.30% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | +1.77% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | +3.46% | Add |
| 19 | ZS | Zscaler Inc | +0.1% | +2.52% | Add |
| 20 | ADSK | Autodesk Inc | +0.1% | +1.40% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.40% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | +2.87% | Add |
| 23 | MPWR | Monolithic Power Systems Inc | +0.1% | +6.16% | Add |
| 24 | VEEV | Veeva Systems Inc-class A | +0.1% | +4.01% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | +18.25% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -2.63% | Trim |
| 27 | TSLA | Tesla Inc | +0.1% | -1.35% | Trim |
| 28 | LRCX | Lam Research CORP | +0.1% | +2.00% | Add |
| 29 | FXU | First Trust Utilities Alphad | +0.1% | NEW | New buy |
| 30 | NKE | Nike Inc -cl B | +0.1% | +8.21% | Add |
| 31 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 32 | PANW | Palo Alto Networks Inc | 0% | +0.43% | Add |
| 33 | HON | Honeywell International Inc | 0% | +1.52% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +3.36% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +0.16% | Add |
| 36 | GD | General Dynamics CORP | 0% | +1.62% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.93% | Add |
| 38 | FXD | First Trust Consumer Discret | -0.1% | EXIT | Sold out |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.1% | +7.90% | Add |
| 40 | ABBV | Abbvie Inc | -0.1% | +1.67% | Add |
| 41 | BMY | Bristol-myers Squibb Co | -0.1% | +3.77% | Add |
| 42 | LLY | Eli Lilly & Co | -0.2% | -0.75% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.2% | +0.90% | Add |
| 44 | AAPL | Apple Inc | -0.2% | +1.58% | Add |
| 45 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -1.01% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.02% | Add |
| 47 | PCTY | Paylocity Holding CORP | -0.3% | EXIT | Sold out |
| 48 | VNLA | Janus Henderson Short Durati | -0.4% | +2.35% | Add |
| 49 | MINT | Pimco Enhanced Short Maturit | -0.4% | +1.93% | Add |
| 50 | MMM | 3m Co | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Leelyn Smith, LLC reported a total U.S. public equity portfolio value of $822.3M across 134 disclosed positions in Q2 2025.
During Q2 2025, Leelyn Smith, LLC's top holdings by market value included MGK (8.8%)、MOAT (7.4%)、VNLA (6.2%). The largest single position, MGK, represented 8.8% of total portfolio value.
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 MGK, MOAT, VNLA) accounted for 25.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CLX
市值: $2.6M
Top Position Liquidated / Trimmed
MMM
前期市值: $3.0M
In Q2 2025, Leelyn Smith, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 8 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.
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.
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