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CIK: 0002063952
Total reported value
$159.4M
$159.4M
86 檔
39.2%
According to the latest 13F quarterly dataset, Papamarkou Wellner Asset Management inc. managed an equity portfolio of $159.4M at the end of Q4 2025, spanning 86 distinct U.S. exchange-listed positions.
In Q4 2025, Papamarkou Wellner Asset Management inc. displayed an active expansion posture, initiating 14 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.99% | +0.30% | -0.69% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.16% | +0.22% | -0.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.78% | +0.15% | -0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.85% | +0.16% | -1.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | +0.13% | -0.64% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | +0.07% | +0.15% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.82% | +0.10% | +0.06% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 2.57% | +0.09% | +5.32% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.39% | +0.06% | -1.01% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.05% | -1.79% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.17% | +0.06% | -0.67% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.15% | +0.05% | +0.27% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | +0.05% | -0.03% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 1.97% | +0.04% | -2.83% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.96% | +0.05% | -0.10% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.05% | +2.62% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.77% | +0.05% | -0.99% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.77% | +0.06% | -0.97% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | +0.05% | +0.74% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.62% | +0.05% | +0.36% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.46% | +0.05% | +0.79% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.41% | +0.03% | +0.14% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | +0.03% | +0.18% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +0.05% | +0.54% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.03% | +0.22% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.16% | +0.04% | +0.31% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | +0.04% | +4.39% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.10% | +0.03% | +1.41% | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 1.09% | +0.03% | +0.64% | |
| 30 | DE | Deere & Co | Stock-Industrials | 1.09% | +0.03% | +0.08% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 1.04% | +0.03% | +0.80% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.01% | +0.01% | +2.60% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | +0.03% | +0.37% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | +0.03% | +5.47% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | +0.02% | +2.36% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | — | -30.78% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | +0.02% | +789.42% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.11% | +0.67% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.54% | -1.17% | — | |
| 40 | UBSI | United Bankshares Inc | Stock-Financials | 0.54% | +0.01% | — | |
| 41 | SBSW | Sibanye-stillwater Ltd-adr | Stock-Other | 0.49% | -0.12% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | +0.01% | +10.56% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.02% | -47.78% | |
| 44 | NEM | Newmont CORP | Stock-Materials | 0.49% | -0.06% | +0.37% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.02% | — | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | +0.01% | — | |
| 47 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 0.35% | +0.03% | — | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.35% | +0.02% | — | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.33% | — | +163.12% | |
| 50 | LYG | Lloyds Banking Group Plc-adr | Stock-Financials | 0.33% | +0.06% | +1.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -1.99% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.5% | -0.10% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -1.79% | Trim |
| 4 | ISRG | Intuitive Surgical Inc | +0.4% | +0.27% | Add |
| 5 | AAPL | Apple Inc | +0.4% | -0.69% | Trim |
| 6 | MAR | Marriott International -cl A | +0.2% | +1.41% | Add |
| 7 | ASML | ASML Holding N.V. | +0.1% | -0.97% | Trim |
| 8 | RTX | Rtx CORP | +0.1% | -0.99% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.79% | Add |
| 10 | SBSW | Sibanye-stillwater Ltd-adr | +0.1% | — | Unchanged |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +0.31% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.64% | Trim |
| 13 | NEM | Newmont CORP | +0.1% | +0.37% | Add |
| 14 | WBD | Warner Bros Discovery Inc | +0.1% | — | Unchanged |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | +4.66% | Add |
| 16 | FTAI | FTAI Aviation Ltd. | +0.1% | — | Unchanged |
| 17 | PPT | Putnam Premier Income Trust | +0.1% | +54.00% | Add |
| 18 | USAS | Americas Gold And Silver Cor | +0.1% | -0.62% | Trim |
| 19 | PM | Philip Morris International | 0% | +5.32% | Add |
| 20 | KO | Coca-cola Co/the | 0% | -0.67% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +2.62% | Add |
| 22 | LYG | Lloyds Banking Group Plc-adr | 0% | +1.96% | Add |
| 23 | HFRO | Highland Opport & Income | 0% | +50.00% | Add |
| 24 | XEMDX | Western Asset Emrg Mrkt Dbt | 0% | +32.00% | Add |
| 25 | VZLA | Vizsla Silver CORP | 0% | -0.43% | Trim |
| 26 | AVGO | Broadcom Inc | 0% | +0.22% | Add |
| 27 | TPR | Tapestry Inc | 0% | — | Unchanged |
| 28 | SPGI | S&p Global Inc | 0% | -2.83% | Trim |
| 29 | MTA | Metalla Royalty & Streaming | 0% | -2.16% | Trim |
| 30 | ARIS | Aris Mining CORP | 0% | -30.95% | Trim |
| 31 | UBSI | United Bankshares Inc | 0% | — | Unchanged |
| 32 | GECC | Great Elm Capital CORP | 0% | +54.87% | Add |
| 33 | V | Visa Inc-class A Shares | — | +0.15% | Add |
| 34 | LMT | Lockheed Martin CORP | — | +5.47% | Add |
| 35 | QCOM | Qualcomm Inc | — | +0.67% | Add |
| 36 | COST | Costco Wholesale CORP | — | +10.56% | Add |
| 37 | IAUX | I-80 Gold CORP | — | — | Unchanged |
| 38 | BND | Vanguard Total Bond Market | — | — | Unchanged |
| 39 | EDD | Morgan Stanley Emrg Mrk Dom | — | — | Unchanged |
| 40 | DE | Deere & Co | 0% | +0.08% | Add |
| 41 | CME | Cme Group Inc | 0% | +0.80% | Add |
| 42 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 43 | ET | Energy Transfer LP | 0% | +2.04% | Add |
| 44 | CUBE | Cubesmart | 0% | +2.59% | Add |
| 45 | ADP | Automatic Data Processing | 0% | +0.96% | Add |
| 46 | MCD | Mcdonald's CORP | 0% | +0.36% | Add |
| 47 | INTU | Intuit Inc | 0% | +2.60% | Add |
| 48 | UNP | Union Pacific CORP | 0% | +2.36% | Add |
| 49 | FN | Fabrinet | 0% | -33.69% | Trim |
| 50 | ABBV | Abbvie Inc | -0.1% | +0.54% | Add |
According to official SEC Form 13F filings, Papamarkou Wellner Asset Management inc. reported a total U.S. public equity portfolio value of $159.4M across 86 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 AAPL, NVDA, MSFT) accounted for 39.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
PGR
市值: $901.5K
Top Position Liquidated / Trimmed
AXON
前期市值: $472.9K
During Q4 2025, Papamarkou Wellner Asset Management inc.'s top holdings by market value included AAPL (12.0%)、NVDA (8.2%)、MSFT (6.8%). The largest single position, AAPL, represented 12.0% of total portfolio value.
In Q4 2025, Papamarkou Wellner Asset Management inc. made 85 total portfolio adjustments, initiating 14 new buys, adding to 36 positions, trimming 26 holdings, and fully liquidating 9 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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