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CIK: 0001777817
Total reported value
$822.3M
$822.3M
150 檔
25.7%
According to the latest 13F quarterly dataset, Leelyn Smith, LLC managed an equity portfolio of $822.3M at the end of Q4 2025, spanning 150 distinct U.S. exchange-listed positions.
In Q4 2025, Leelyn Smith, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MGK, MOAT, SCHD) accounted for 25.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
PULS
市值: $14.6M
Top Position Liquidated / Trimmed
NKE
前期市值: $3.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.55% | +0.65% | -0.47% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 7.36% | -0.25% | +0.55% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.12% | -0.55% | +5.07% | |
| 4 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 4.26% | +0.45% | +0.60% | |
| 5 | FLXR | Tcw Flexible Income ETF | ETF-Other | 4.22% | -0.44% | +1085.79% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.18% | -0.42% | +1050.90% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | -0.04% | -2.52% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.21% | -0.21% | -59.96% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.14% | -0.19% | +2.24% | |
| 10 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.11% | -0.18% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.11% | +1.26% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.02% | -5.52% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.08% | -3.66% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.44% | -0.02% | -1.40% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.31% | -0.08% | -1.97% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.11% | +0.90% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.11% | -3.49% | |
| 18 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.17% | -1.23% | EXIT | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +0.21% | -4.65% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 1.12% | +0.98% | -4.66% | |
| 21 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.04% | -0.10% | -2.21% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 1.04% | +0.78% | -8.28% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.01% | -0.19% | +0.53% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.04% | -2.80% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.22% | +2.00% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 0.90% | +0.01% | +0.05% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.84% | -0.09% | -0.21% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.13% | +15.61% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.07% | +1.93% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | +0.63% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.79% | -0.02% | +2.59% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.06% | +1.00% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.17% | +1.49% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.05% | +1.94% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.07% | +2.74% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 0.71% | -0.16% | +1.07% | |
| 37 | ICE | Intercontinental Exchange In | Stock-Financials | 0.71% | -0.22% | +2.56% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | -0.08% | +5.32% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.04% | +0.68% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.76% | EXIT | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.08% | -4.03% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.02% | +9.78% | |
| 43 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.64% | -0.59% | EXIT | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.02% | -4.23% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.59% | — | +6.31% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.24% | +0.29% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.14% | -5.65% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.18% | +1.48% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | +0.02% | +13.22% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.51% | +0.10% | -1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLXR | Tcw Flexible Income ETF | +3.9% | +1085.79% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +3.8% | +1050.90% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.66% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.3% | -3.49% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.2% | -4.66% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +1.93% | Add |
| 7 | ALL | Allstate CORP | +0.2% | +180.74% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | +92.46% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.94% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.61% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.07% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +4.78% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +3.45% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +18.47% | Add |
| 15 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +0.55% | Add |
| 16 | GEHC | GE Healthcare Technology | +0.1% | +4.77% | Add |
| 17 | ACN | Accenture plc | +0.1% | +6.31% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | +0.05% | Add |
| 19 | VXUS | Vanguard Total Intl Stock | +0.1% | +13.22% | Add |
| 20 | LRCX | Lam Research CORP | +0.1% | -8.40% | Trim |
| 21 | SCHW | Schwab (charles) CORP | 0% | +5.32% | Add |
| 22 | AMGN | Amgen Inc | 0% | -0.15% | Trim |
| 23 | UPS | United Parcel Service-cl B | 0% | -2.16% | Trim |
| 24 | ADBE | Adobe Inc | 0% | +9.78% | Add |
| 25 | AAPL | Apple Inc | 0% | -1.40% | Trim |
| 26 | NOW | Servicenow Inc | -0.1% | +425.42% | Add |
| 27 | ZS | Zscaler Inc | -0.1% | +5.17% | Add |
| 28 | MO | Altria Group Inc | -0.1% | -0.10% | Trim |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.49% | Add |
| 30 | ADSK | Autodesk Inc | -0.1% | +1.07% | Add |
| 31 | SMMV | Ishares Msci USA Small-cap M | -0.1% | -43.49% | Trim |
| 32 | ANET | Arista Networks Inc | -0.1% | -1.61% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +2.74% | Add |
| 34 | VEEV | Veeva Systems Inc-class A | -0.1% | +2.75% | Add |
| 35 | NVDA | Nvidia CORP | -0.2% | -2.52% | Trim |
| 36 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -0.47% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | +1.26% | Add |
| 38 | JSMD | Janus Small Mid Cap Gr Alp | -0.3% | +0.60% | Add |
| 39 | VNLA | Janus Henderson Short Durati | -3.6% | -59.96% | Trim |
| 40 | MINT | Pimco Enhanced Short Maturit | -5.6% | -98.74% | Trim |
| 41 | PULS | Pgim Ultra Short Bond ETF | — | NEW | New buy |
| 42 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 43 | ORCL | Oracle CORP | — | NEW | New buy |
| 44 | KEL | Kellanova | — | EXIT | Sold out |
| 45 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 46 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 47 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 48 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | NN | Nextnav Inc | — | 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 150 disclosed positions in Q4 2025.
During Q4 2025, Leelyn Smith, LLC's top holdings by market value included MGK (8.6%)、MOAT (7.4%)、SCHD (6.1%). The largest single position, MGK, represented 8.6% of total portfolio value.
In Q4 2025, Leelyn Smith, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 14 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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