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: 0001966011
Total reported value
$262.5M
$262.5M
93 檔
15.8%
In Q4 2025, Massachusetts Wealth Management's U.S. equity holdings reached a combined market value of $262.5M, distributed across 93 disclosed stock positions.
Massachusetts Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 5.66% | +0.93% | +96.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.09% | -0.18% | +207.48% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.99% | -0.07% | -2.15% | |
| 4 | C | Citigroup Inc | Stock-Financials | 2.78% | +0.20% | +0.28% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-Other | 2.75% | +0.06% | +1.14% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.01% | -0.50% | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 2.65% | -0.06% | +1.63% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.39% | -0.27% | +7.15% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.17% | +0.20% | |
| 10 | GE | General Electric | Stock-Industrials | 2.12% | +0.30% | +0.31% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.02% | -0.97% | -3.00% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.93% | +0.05% | +0.36% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 1.84% | +0.44% | +0.08% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.02% | -7.94% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.15% | -0.38% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.69% | +0.60% | -1.94% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 1.68% | -0.02% | +10.50% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.33% | +2.44% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.17% | +4.06% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.47% | -0.45% | +91.91% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.43% | -0.10% | +1.02% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.76% | -0.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.13% | -5.25% | |
| 24 | STT | State Street CORP | Stock-Financials | 1.30% | +0.20% | +0.19% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.26% | -0.78% | -0.29% | |
| 26 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.25% | — | -7.27% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.25% | -0.32% | +6.97% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.22% | -0.04% | -0.43% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.09% | -3.29% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.12% | +3.00% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.17% | +0.19% | -0.14% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | -0.06% | +0.54% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 1.16% | +2.33% | -7.20% | |
| 34 | MMM | 3m Co | Stock-Industrials | 1.14% | -0.02% | +0.15% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.13% | -0.07% | +3.64% | |
| 36 | DE | Deere & Co | Stock-Industrials | 1.10% | — | -0.99% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 1.10% | +0.02% | -0.57% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.04% | -0.09% | +1.11% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | -0.13% | -0.14% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.22% | -1.60% | |
| 41 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.01% | -0.10% | -0.23% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.01% | -0.43% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.02% | +2.81% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.95% | -0.08% | -0.11% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.95% | +0.90% | -0.58% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.21% | +1.72% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.91% | -0.08% | +1.19% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.05% | +0.37% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.87% | -0.41% | -1.10% | |
| 50 | KTB | Kontoor Brands Inc | Stock-Consumer Disc | 0.81% | +0.04% | +4.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +3.3% | +207.48% | Add |
| 2 | LLY | Eli Lilly & Co | +0.4% | +4.06% | Add |
| 3 | MU | Micron Technology Inc | +0.4% | -7.20% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +3.00% | Add |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | +10.50% | Add |
| 6 | C | Citigroup Inc | +0.2% | +0.28% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +3.64% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | -1.94% | Trim |
| 9 | CMI | Cummins Inc | +0.1% | -0.14% | Trim |
| 10 | IBB | Ishares Biotechnology ETF | +0.1% | +23.42% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.38% | Trim |
| 12 | WFC | Wells Fargo & Co | +0.1% | +1.02% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | -0.11% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | +2.44% | Add |
| 15 | STT | State Street CORP | +0.1% | +0.19% | Add |
| 16 | BIIB | Biogen Inc | +0.1% | +4.35% | Add |
| 17 | PBE | Invesco Biotechnology & Geno | 0% | -2.32% | Trim |
| 18 | IHE | Ishares US Pharmaceuticals E | 0% | -1.58% | Trim |
| 19 | SLB | Slb LTD | 0% | -1.10% | Trim |
| 20 | HAL | Halliburton Co | 0% | -0.94% | Trim |
| 21 | RTX | Rtx CORP | 0% | +0.17% | Add |
| 22 | UBS | UBS Group AG | 0% | — | Unchanged |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +7.15% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +0.36% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | +2.81% | Add |
| 26 | KO | Coca-cola Co/the | — | +0.54% | Add |
| 27 | GLW | Corning Inc | — | -0.58% | Trim |
| 28 | AAPL | Apple Inc | 0% | -0.50% | Trim |
| 29 | GEV | GE Vernova Inc | 0% | +0.08% | Add |
| 30 | PFE | Pfizer Inc | 0% | +6.97% | Add |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -3.00% | Trim |
| 32 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 33 | GE | General Electric | -0.1% | +0.31% | Add |
| 34 | XLF | Ss Financial Select Sector | -0.1% | +1.63% | Add |
| 35 | BKR | Baker Hughes Co | -0.1% | -2.88% | Trim |
| 36 | CARR | Carrier Global CORP | -0.1% | -0.44% | Trim |
| 37 | VMC | Vulcan Materials Co | -0.1% | -1.83% | Trim |
| 38 | XLE | Ss Energy Select Sector | -0.2% | +91.91% | Add |
| 39 | COST | Costco Wholesale CORP | -0.2% | -1.60% | Trim |
| 40 | TT | Trane Technologies plc | -0.2% | -0.57% | Trim |
| 41 | HD | Home Depot Inc | -0.2% | +0.37% | Add |
| 42 | KTB | Kontoor Brands Inc | -0.3% | +4.01% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | -7.94% | Trim |
| 44 | MSFT | Microsoft CORP | -0.3% | +0.20% | Add |
| 45 | IGV | Ishares Expanded Tech-softwa | -0.3% | -7.27% | Trim |
| 46 | KEL | Kellanova | — | EXIT | Sold out |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | Sold out |
| 48 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 49 | VPU | Vanguard Utilities ETF | — | EXIT | Sold out |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
According to official SEC Form 13F filings, Massachusetts Wealth Management reported a total U.S. public equity portfolio value of $262.5M across 93 disclosed positions in Q4 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 XLK, JPST, JPM) accounted for 15.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TD
市值: $227.0K
Top Position Liquidated / Trimmed
KEL
前期市值: $1.1M
During Q4 2025, Massachusetts Wealth Management's top holdings by market value included XLK (5.7%)、JPST (5.1%)、JPM (3.0%). The largest single position, XLK, represented 5.7% of total portfolio value.
In Q4 2025, Massachusetts Wealth Management made 48 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 19 holdings, and fully liquidating 4 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.