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CIK: 0002107460
Total reported value
$117.4K
$117.4K
120 檔
60065.2%
During the Q4 2025 filing period, Merrithew & Thorsten Inc (CIK: 0002107460) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $117.4K across 120 reported positions.
During Q4 2025, Merrithew & Thorsten Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.77% | +0.60% | — | |
| 2 | PTY | Pimco Corporate & Income Opp | Stock-Other | 20.85% | -2.02% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 10.66% | +0.10% | — | |
| 4 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 8.17% | -0.25% | — | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 6.14% | -0.54% | — | |
| 6 | PLD | Prologis Inc | Stock-Real Estate | 5.97% | -0.53% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.98% | -0.25% | — | |
| 8 | O | Realty Income CORP | Stock-Real Estate | 2.34% | -0.23% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.18% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.15% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.14% | +0.04% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.39% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.04% | — | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.13% | — | |
| 15 | BALL | Ball CORP | Stock-Consumer Disc | 0.58% | -0.03% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.02% | — | |
| 17 | SRE | Sempra | Stock-Utilities | 0.40% | -0.06% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.05% | — | |
| 20 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.34% | — | — | |
| 21 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.32% | — | — | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.31% | — | — | |
| 23 | XCHYX | Calamos Convert & High Inc | Stock-Other | 0.27% | +0.03% | — | |
| 24 | PSX | Phillips 66 | Stock-Energy | 0.25% | -0.05% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | — | — | |
| 26 | MGM | Mgm Resorts International | Stock-Consumer Disc | 0.23% | +0.03% | — | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.19% | +0.02% | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.01% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | +0.01% | — | |
| 30 | SYF | Synchrony Financial | Stock-Financials | 0.14% | — | — | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | -0.01% | — | |
| 32 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.13% | +0.04% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.11% | +0.04% | — | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.11% | +0.01% | — | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | -0.03% | — | |
| 36 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.10% | +0.02% | — | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.09% | — | — | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.08% | -0.03% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | -0.01% | — | |
| 40 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.07% | -0.01% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.07% | +0.01% | — | |
| 43 | RBA | Rb Global Inc | Stock-Industrials | 0.06% | +0.01% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.01% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | — | |
| 48 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 0.05% | -0.01% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | — | |
| 50 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Merrithew & Thorsten Inc reported a total U.S. public equity portfolio value of $117.4K across 120 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 VOO, PTY, AAPL) accounted for 60065.2% of total reported equity market value during Q4 2025.
During Q4 2025, Merrithew & Thorsten Inc's top holdings by market value included VOO (28.8%)、PTY (20.9%)、AAPL (10.7%). The largest single position, VOO, represented 28.8% of total portfolio value.
In Q4 2025, Merrithew & Thorsten Inc made 0 total portfolio adjustments, initiating 0 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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