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CIK: 0001513038
Total reported value
$625.7M
$625.7M
296 檔
36.3%
According to the latest 13F quarterly dataset, Ashurst Perkins Coie Trust Co managed an equity portfolio of $625.7M at the end of Q2 2025, spanning 296 distinct U.S. exchange-listed positions.
In Q2 2025, Ashurst Perkins Coie Trust Co adopted a defensive or profit-taking posture, trimming 82 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 17.15% | -0.01% | +2952.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.28% | -0.48% | +2.62% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.10% | -0.49% | -0.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.27% | +1.89% | -0.56% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.89% | +0.02% | +1.67% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.53% | +0.13% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.88% | -0.09% | +9.55% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | -0.12% | -2.15% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.91% | -0.09% | +4.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | -0.21% | -0.10% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.01% | -1.84% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | -0.22% | -1.07% | |
| 13 | ✓ | Vanguard Mid Cap ETF | ETF-Other | 1.68% | -0.14% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.04% | +1.85% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.29% | +14.13% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.52% | — | -0.00% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.49% | +0.17% | -2.46% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.07% | -0.29% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.26% | -1.34% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | +0.23% | +32.43% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.13% | -0.18% | +0.29% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.01% | -0.50% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.06% | +0.02% | -1.46% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.04% | -1.13% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.97% | -0.17% | -1.94% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.91% | -0.07% | -0.99% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | -0.04% | +543.22% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.89% | -0.03% | -13.67% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.89% | +0.23% | -3.18% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.13% | +0.94% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.20% | -3.61% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | -0.19% | -4.19% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.05% | +4.21% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.74% | -0.03% | -7.44% | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.71% | +0.10% | +1.79% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | — | -1.18% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.06% | +0.22% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.09% | -2.83% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -0.07% | -0.32% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.70% | -0.10% | -1.52% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | -0.16% | +4.14% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.03% | -1.83% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.62% | -0.02% | -5.34% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | -1.31% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.60% | +0.04% | -2.44% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.28% | -3.25% | |
| 47 | ECL | Ecolab Inc | Stock-Materials | 0.56% | -0.03% | +0.22% | |
| 48 | MET | Metlife Inc | Stock-Financials | 0.55% | +0.01% | -2.17% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.50% | -0.06% | -9.25% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.46% | +0.01% | -6.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +16.4% | +2952.24% | Add |
| 2 | JEPI | Jpmorgan Equity Premium Inco | +0.7% | +543.22% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | -1.07% | Trim |
| 4 | NVDA | Nvidia CORP | +0.3% | +14.13% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +32.43% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | -0.29% | Trim |
| 7 | LINE | Lineage Inc | +0.1% | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +88.98% | Add |
| 9 | CME | Cme Group Inc | +0.1% | NEW | New buy |
| 10 | ETN | Eaton Corporation plc | +0.1% | +4.38% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | +32.92% | Add |
| 12 | B | Barrick Mining CORP | 0% | NEW | New buy |
| 13 | VGSH | Vanguard Short-term Treasury | 0% | NEW | New buy |
| 14 | MCD | Mcdonald's CORP | 0% | +73.13% | Add |
| 15 | FAN | First Trust Global Wind Ener | 0% | +16.82% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | 0% | +81.36% | Add |
| 17 | IWD | Ishares Russell 1000 Value E | 0% | +427.20% | Add |
| 18 | FSLR | First Solar Inc | 0% | +36.34% | Add |
| 19 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 20 | VGIT | Vanguard Intermediate-term T | 0% | NEW | New buy |
| 21 | ✓ | Microsoft CORP | — | +0.15% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | — | -0.47% | Trim |
| 23 | EXK | Exact Sciences CORP | — | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | — | -0.24% | Trim |
| 25 | ✓ | Oracle CORP | — | +0.49% | Add |
| 26 | ACLS | Axcelis Technologies Inc | — | +2.77% | Add |
| 27 | COIN | Coinbase Global Inc -class A | — | — | Unchanged |
| 28 | SYF | Synchrony Financial | — | — | Unchanged |
| 29 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 30 | VWO | Vanguard Ftse Emerging Marke | — | +4.44% | Add |
| 31 | ✓ | Walt Disney Co | — | — | Unchanged |
| 32 | GEV | GE Vernova Inc | — | — | Unchanged |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 34 | SNOW | Snowflake Inc | — | -11.49% | Trim |
| 35 | GE | General Electric | — | -3.80% | Trim |
| 36 | CLX | Clorox Company | — | EXIT | Sold out |
| 37 | PWR | Quanta Services Inc | — | -1.25% | Trim |
| 38 | ✓ | Wells Fargo & Co | — | +0.50% | Add |
| 39 | SLF | Sun Life Financial Inc | — | — | Unchanged |
| 40 | SLB | Slb LTD | — | EXIT | Sold out |
| 41 | ✓ | International Business Machines | — | +0.58% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 43 | WPM | Wheaton Precious Metals CORP | — | EXIT | Sold out |
| 44 | LRCX | Lam Research CORP | — | -5.42% | Trim |
| 45 | IBIT | Ishares Bitcoin Trust ETF | — | — | Unchanged |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | — | — | Unchanged |
| 47 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 48 | ✓ | Cisco Systems Inc | — | +0.76% | Add |
| 49 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 50 | NOW | Servicenow Inc | — | -1.64% | Trim |
According to official SEC Form 13F filings, Ashurst Perkins Coie Trust Co reported a total U.S. public equity portfolio value of $625.7M across 296 disclosed positions in Q2 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 MDT, VEA, VO) accounted for 36.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
LINE
市值: $764.7K
Top Position Liquidated / Trimmed
ABX
前期市值: $155.9K
During Q2 2025, Ashurst Perkins Coie Trust Co's top holdings by market value included MDT (17.1%)、VEA (6.3%)、VO (6.1%). The largest single position, MDT, represented 17.1% of total portfolio value.
In Q2 2025, Ashurst Perkins Coie Trust Co made 146 total portfolio adjustments, initiating 7 new buys, adding to 43 positions, trimming 82 holdings, and fully liquidating 14 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.