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: 0001777817
Total reported value
$822.3M
$822.3M
144 檔
27.1%
In Q3 2025, Leelyn Smith, LLC's U.S. equity holdings reached a combined market value of $822.3M, distributed across 144 disclosed stock positions.
In Q3 2025, Leelyn Smith, LLC displayed an active expansion posture, initiating 7 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MGK, MOAT, SCHD) accounted for 27.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.72% | +0.65% | -2.08% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.30% | -0.25% | +1.08% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.04% | -0.55% | +3.18% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 5.78% | -0.21% | +1.18% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.69% | -0.01% | +1.38% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 4.52% | +0.45% | -0.52% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | -0.04% | -4.91% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.21% | -0.11% | +32.28% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.20% | -0.19% | +1.47% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.02% | +1.36% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.08% | +1.44% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.42% | -0.02% | +1.54% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | -0.08% | +1.85% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.11% | +0.08% | |
| 15 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.23% | -1.23% | EXIT | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +0.21% | -1.68% | |
| 17 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.08% | -0.10% | +1.32% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.04% | -3.59% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 1.05% | +0.78% | -4.75% | |
| 20 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.02% | -0.19% | +1.31% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +0.98% | +1.25% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.22% | +1.62% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.11% | +5.22% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.89% | -0.09% | +0.69% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.17% | +0.73% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 0.85% | +0.01% | +0.85% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.07% | +1.45% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.06% | -0.01% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | +0.33% | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.80% | -0.02% | +7.90% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.79% | -0.16% | +1.10% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.75% | -0.22% | -1.19% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.13% | +6.68% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.76% | EXIT | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.02% | +6.64% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.04% | +15.13% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.65% | -0.08% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.07% | +10.86% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | -0.05% | +6.11% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.08% | +20.93% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.62% | -0.02% | +5.57% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.10% | +4.48% | |
| 43 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.58% | -0.59% | EXIT | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | -0.52% | EXIT | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.24% | +12.24% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.18% | +28.36% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.53% | — | +4.32% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.53% | +0.35% | NEW | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.14% | +4.17% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | -0.02% | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +1% | -2.08% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +32.28% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | -4.91% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.44% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.68% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | +15.13% | Add |
| 7 | ANET | Arista Networks Inc | +0.3% | +4.48% | Add |
| 8 | KLAC | Kla CORP | +0.2% | -4.75% | Trim |
| 9 | AMAT | Applied Materials Inc | +0.2% | +1.25% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | +3.71% | Add |
| 11 | MPWR | Monolithic Power Systems Inc | +0.2% | +2.68% | Add |
| 12 | WDAY | Workday Inc-class A | +0.1% | +13.02% | Add |
| 13 | JSMD | Janus Small Mid Cap Gr Alp | +0.1% | -0.52% | Add |
| 14 | BA | Boeing Co/the | +0.1% | +7.90% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.68% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +16.36% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +1.45% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.12% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +20.93% | Add |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +28.36% | Add |
| 21 | ZS | Zscaler Inc | +0.1% | +11.76% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.92% | Trim |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +23.67% | Add |
| 24 | GD | General Dynamics CORP | +0.1% | +0.69% | Add |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | +5.07% | Add |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 27 | ADI | Analog Devices Inc | +0.1% | +0.85% | Add |
| 28 | ADSK | Autodesk Inc | 0% | +1.10% | Add |
| 29 | NKE | Nike Inc -cl B | 0% | +5.22% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +1.36% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -3.59% | Trim |
| 32 | ABBV | Abbvie Inc | 0% | +6.64% | Add |
| 33 | AAPL | Apple Inc | — | +1.54% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +1.85% | Add |
| 35 | DBMF | Imgp Dbi Managed Futures Str | -0.1% | +1.32% | Add |
| 36 | TEAM | Atlassian Corp-cl A | -0.2% | -26.88% | Trim |
| 37 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | +1.08% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +3.18% | Add |
| 39 | VNLA | Janus Henderson Short Durati | -0.8% | +1.18% | Add |
| 40 | MINT | Pimco Enhanced Short Maturit | -0.8% | +1.38% | Add |
| 41 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 42 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 43 | MMM | 3m Co | — | EXIT | Sold out |
| 44 | CLX | Clorox Company | — | NEW | New buy |
| 45 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 46 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 47 | PCTY | Paylocity Holding CORP | — | EXIT | Sold out |
| 48 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 49 | INTC | Intel CORP | — | NEW | New buy |
| 50 | NSC | Norfolk Southern CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Leelyn Smith, LLC reported a total U.S. public equity portfolio value of $822.3M across 144 disclosed positions in Q3 2025.
During Q3 2025, Leelyn Smith, LLC's top holdings by market value included MGK (8.7%)、MOAT (7.3%)、SCHD (6.0%). The largest single position, MGK, represented 8.7% 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.
Top New Position Initiated
SCHW
市值: $4.3M
Top Position Liquidated / Trimmed
SBUX
前期市值: $4.4M
In Q3 2025, Leelyn Smith, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 33 positions, trimming 6 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.
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.