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CIK: 0001167487
Total reported value
$489.1M
$489.1M
275 檔
41.2%
As reported in its official Q1 2025 Form 13F filing, Longfellow Investment Management Co LLC's tracked investment portfolio stood at $489.1M with 275 total positions.
In Q1 2025, Longfellow Investment Management Co LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | Stock-Energy | 14.12% | -0.38% | -4.16% | |
| 2 | MPLX | Mplx LP | Stock-Energy | 10.01% | -0.22% | — | |
| 3 | WES | Western Midstream Partners L | Stock-Energy | 9.85% | +0.33% | +90.51% | |
| 4 | ET | Energy Transfer LP | Stock-Energy | 8.79% | -0.24% | -32.05% | |
| 5 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 6.41% | -0.13% | — | |
| 6 | HESM | Hess Midstream LP - Class A | Stock-Other | 3.57% | -0.24% | — | |
| 7 | NEM | Newmont CORP | Stock-Materials | 3.22% | — | — | |
| 8 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.28% | -0.15% | — | |
| 9 | CQP | Cheniere Energy Partners LP | Stock-Other | 2.12% | -0.13% | — | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | 1.92% | +0.01% | -12.79% | |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 1.86% | -0.28% | +1.96% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.84% | -0.56% | -18.42% | |
| 13 | DEA | Easterly Government Properties, Inc. | Stock-Other | 1.82% | — | +543.82% | |
| 14 | UGI | Ugi CORP | Stock-Utilities | 1.59% | — | -50.33% | |
| 15 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 1.56% | -0.17% | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.14% | — | — | |
| 17 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.74% | -0.17% | +9.43% | |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.73% | -0.02% | +176.37% | |
| 19 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.67% | -0.07% | +47.81% | |
| 20 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.63% | -0.12% | — | |
| 21 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.60% | +0.04% | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | +0.06% | — | |
| 23 | VIV | Telefonica Brasil-adr | Stock-Other | 0.58% | -0.17% | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.07% | — | |
| 25 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 0.55% | -0.07% | +25.69% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | — | +30.81% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.09% | +23.66% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.09% | -13.76% | |
| 29 | C | Citigroup Inc | Stock-Financials | 0.43% | +0.07% | +15.13% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | +20.39% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.05% | +18.31% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | +0.03% | +45.62% | |
| 33 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.37% | +0.02% | +51.73% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | -0.35% | +65.50% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.37% | -0.07% | +17.01% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.03% | +22.09% | |
| 37 | BBD | Banco Bradesco-adr | Stock-Other | 0.34% | -0.07% | +24.47% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.33% | -0.09% | -42.29% | |
| 39 | UGP | Ultrapar Particpac-spon Adr | Stock-Other | 0.33% | -0.13% | — | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.33% | -0.02% | +0.65% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | -0.32% | +16.92% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.32% | +0.01% | +24.73% | |
| 43 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.32% | +0.03% | — | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.32% | -0.28% | +17.43% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.16% | -37.30% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.31% | -0.09% | -85.90% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.31% | — | +117.71% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.30% | -1.24% | EXIT | |
| 49 | WIT | Wipro Ltd-adr | Stock-Other | 0.29% | -0.02% | — | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.29% | — | +203.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 2 | MPLX | Mplx LP | — | NEW | New buy |
| 3 | WES | Western Midstream Partners L | — | NEW | New buy |
| 4 | ET | Energy Transfer LP | — | NEW | New buy |
| 5 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 6 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 7 | NEM | Newmont CORP | — | NEW | New buy |
| 8 | ABEV | Ambev Sa-adr | — | NEW | New buy |
| 9 | CQP | Cheniere Energy Partners LP | — | NEW | New buy |
| 10 | MO | Altria Group Inc | — | NEW | New buy |
| 11 | PFE | Pfizer Inc | — | NEW | New buy |
| 12 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 13 | DEA | Easterly Government Properties, Inc. | — | NEW | New buy |
| 14 | UGI | Ugi CORP | — | NEW | New buy |
| 15 | BXMT | Blackstone Mortgage Tru-cl A | — | NEW | New buy |
| 16 | INTC | Intel CORP | — | NEW | New buy |
| 17 | PBR | Petroleo Brasileiro-spon Adr | — | NEW | New buy |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | New buy |
| 19 | VALE | Vale Sa-sp Adr | — | NEW | New buy |
| 20 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 21 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 23 | VIV | Telefonica Brasil-adr | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | ITUB | Itau Unibanco H-spon Prf Adr | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | HD | Home Depot Inc | — | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 29 | C | Citigroup Inc | — | NEW | New buy |
| 30 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 31 | BAC | Bank Of America CORP | — | NEW | New buy |
| 32 | UNP | Union Pacific CORP | — | NEW | New buy |
| 33 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 34 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 35 | COP | Conocophillips | — | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 37 | BBD | Banco Bradesco-adr | — | NEW | New buy |
| 38 | T | At&t Inc | — | NEW | New buy |
| 39 | UGP | Ultrapar Particpac-spon Adr | — | NEW | New buy |
| 40 | EOG | Eog Resources Inc | — | NEW | New buy |
| 41 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 42 | MS | Morgan Stanley | — | NEW | New buy |
| 43 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 44 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 45 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 46 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 47 | GLW | Corning Inc | — | NEW | New buy |
| 48 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 49 | WIT | Wipro Ltd-adr | — | NEW | New buy |
| 50 | TGT | Target CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Longfellow Investment Management Co LLC reported a total U.S. public equity portfolio value of $489.1M across 275 disclosed positions in Q1 2025.
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 EPD, MPLX, WES) accounted for 41.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
EPD
市值: $57.9M
During Q1 2025, Longfellow Investment Management Co LLC's top holdings by market value included EPD (14.1%)、MPLX (10.0%)、WES (9.8%). The largest single position, EPD, represented 14.1% of total portfolio value.
In Q1 2025, Longfellow Investment Management Co LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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