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CIK: 0001632105
Total reported value
$814.8M
$814.8M
287 檔
24.9%
During the Q4 2025 filing period, Mitchell Mcleod Pugh & Williams Inc (CIK: 0001632105) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $814.8M across 287 reported positions.
In Q4 2025, Mitchell Mcleod Pugh & Williams Inc displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 287 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.40% | -0.31% | +2.77% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.56% | +0.14% | +8.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.48% | +0.07% | +14.99% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.84% | -0.08% | +6.68% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.69% | +0.01% | +11.09% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.05% | +9.60% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.25% | +13.29% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.09% | -0.02% | +11.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.22% | +35.52% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.74% | -0.14% | +41.20% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.21% | +3.54% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.10% | -1.65% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.38% | -0.28% | -3.11% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.07% | +3.47% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | -0.09% | +8.05% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.07% | +19.89% | |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.17% | +0.27% | +16.96% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | +0.31% | +8.22% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.23% | -3.57% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.11% | -0.26% | |
| 21 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.95% | -0.01% | -1.03% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.26% | +18.91% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.87% | -0.11% | -0.56% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.30% | +11.47% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.83% | +0.01% | +19.83% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.01% | +7.26% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.03% | +2.82% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.04% | +0.20% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.05% | +31.00% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | — | -2.83% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.46% | -7.03% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.19% | +3.64% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.09% | +14.33% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.07% | +14.50% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.10% | +15.99% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.03% | +7.93% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.03% | +41.93% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.53% | -0.03% | -1.07% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.02% | +1.55% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.04% | -1.27% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.05% | +13.35% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.50% | — | +3.83% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.09% | +5.89% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | +0.02% | +1.53% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.45% | -0.07% | +3.93% | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.45% | +0.21% | -6.43% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.44% | -0.07% | — | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.43% | -0.09% | +76.85% | |
| 49 | GE | General Electric | Stock-Industrials | 0.40% | +0.12% | +32.87% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.04% | +41.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.6% | +14.99% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +35.52% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.3% | +41.20% | Add |
| 4 | CAT | Caterpillar Inc | +0.3% | +8.22% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +18.91% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +270.98% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +11.47% | Add |
| 8 | EPD | Enterprise Products Partners | +0.2% | +76.85% | Add |
| 9 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | +107.99% | Add |
| 10 | C | Citigroup Inc | +0.2% | +90.79% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +11.37% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.26% | Trim |
| 13 | VXUS | Vanguard Total Intl Stock | +0.1% | +19.83% | Add |
| 14 | GLD | Spdr Gold Shares | +0.1% | +14.33% | Add |
| 15 | WFC | Wells Fargo & Co | +0.1% | +41.61% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +41.93% | Add |
| 17 | ET | Energy Transfer LP | +0.1% | +79.59% | Add |
| 18 | SYK | Stryker CORP | +0.1% | +309.12% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | -7.03% | Trim |
| 20 | AIG | American International Group | +0.1% | +106.31% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -3.57% | Trim |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.61% | Trim |
| 23 | GE | General Electric | +0.1% | +32.87% | Add |
| 24 | GLW | Corning Inc | +0.1% | -6.43% | Trim |
| 25 | VO | Vanguard Mid-cap ETF | +0.1% | +11.09% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.05% | Add |
| 27 | SFBS | Servisfirst Bancshares Inc | +0.1% | -1.03% | Trim |
| 28 | HON | Honeywell International Inc | +0.1% | +23.50% | Add |
| 29 | V | Visa Inc-class A Shares | +0.1% | +46.01% | Add |
| 30 | CVX | Chevron CORP | 0% | +3.64% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | +13.35% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -2.83% | Trim |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | +15.99% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +31.00% | Add |
| 35 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +16.96% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +19.89% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.54% | Add |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -3.11% | Trim |
| 39 | AAPL | Apple Inc | -0.1% | +6.68% | Add |
| 40 | NFLX | Netflix Inc | -0.1% | +846.13% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -4.16% | Trim |
| 42 | ADBE | Adobe Inc | -0.2% | -3.68% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | +0.20% | Add |
| 44 | ORCL | Oracle CORP | -0.3% | -1.54% | Trim |
| 45 | AVGO | Broadcom Inc | -0.3% | +3.47% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | -0.6% | +2.77% | Add |
| 47 | VUG | Vanguard Growth ETF | -0.7% | +8.95% | Add |
| 48 | MSFT | Microsoft CORP | -0.8% | +13.29% | Add |
| 49 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 50 | MPLX | Mplx LP | — | NEW | New buy |
According to official SEC Form 13F filings, Mitchell Mcleod Pugh & Williams Inc reported a total U.S. public equity portfolio value of $814.8M across 287 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, VUG, VTV) accounted for 24.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IRM
市值: $977.0K
Top Position Liquidated / Trimmed
COWZ
前期市值: $9.0M
During Q4 2025, Mitchell Mcleod Pugh & Williams Inc's top holdings by market value included VOO (7.4%)、VUG (6.6%)、VTV (5.5%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q4 2025, Mitchell Mcleod Pugh & Williams Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 11 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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