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: 0001006435
Total reported value
$441.1M
$441.1M
76 檔
31.5%
According to the latest 13F quarterly dataset, Pioneer Trust Bank N A/or managed an equity portfolio of $441.1M at the end of Q4 2025, spanning 76 distinct U.S. exchange-listed positions.
In Q4 2025, Pioneer Trust Bank N A/or adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GOOG) accounted for 31.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $2.0M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $3.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.60% | -0.38% | -0.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.60% | +0.39% | -1.28% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.99% | +0.12% | -9.75% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.90% | -0.13% | -0.18% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.09% | +0.23% | -2.17% | |
| 6 | VMI | Valmont Industries | Stock-Industrials | 4.24% | +1.29% | -4.27% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.63% | -0.23% | -0.26% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.43% | +0.12% | -0.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | +0.19% | -0.68% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.01% | +0.24% | +3.06% | |
| 11 | ACN | Accenture plc | Stock-Tech | 2.59% | -0.84% | -1.56% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.54% | +0.44% | -1.50% | |
| 13 | BLK | Blackrock Inc | Stock-Financials | 2.36% | -0.14% | -0.10% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.12% | — | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 2.27% | +1.04% | +2.40% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | -0.06% | -1.11% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.91% | +0.60% | -1.74% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.72% | -0.37% | -3.68% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.71% | -0.25% | — | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 1.66% | -0.05% | -0.51% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.66% | -0.23% | -0.59% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.65% | +0.07% | -5.70% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.60% | -0.99% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.58% | -0.58% | -1.14% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.56% | -0.10% | -0.66% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.54% | -0.18% | -0.09% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.53% | -0.23% | -0.60% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.08% | -0.29% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.39% | -0.09% | -6.61% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.39% | -0.13% | -9.60% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.14% | -1.18% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.32% | -1.58% | EXIT | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.24% | -0.23% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.03% | -0.16% | -10.22% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.99% | -0.26% | -2.97% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.78% | -0.32% | +1425.41% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.10% | -1.77% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | +0.22% | +669.14% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.46% | +0.38% | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | +0.03% | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.01% | +0.20% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.05% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | +0.02% | — | |
| 44 | USB | US Bancorp | Stock-Financials | 0.29% | +0.02% | +3.04% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | -0.01% | -0.09% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.22% | +0.01% | — | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.22% | -0.06% | +1.02% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | -0.77% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | — | -2.20% | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.20% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -9.75% | Trim |
| 2 | T | At&t Inc | +0.7% | +1425.41% | Add |
| 3 | LLY | Eli Lilly & Co | +0.7% | -1.50% | Trim |
| 4 | ETN | Eaton Corporation plc | +0.4% | +669.14% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -1.28% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.18% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +2.40% | Add |
| 8 | DHR | Danaher CORP | +0.2% | -0.66% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | -1.11% | Trim |
| 10 | ACN | Accenture plc | +0.1% | -1.56% | Trim |
| 11 | CRM | Salesforce Inc | +0.1% | -0.60% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.68% | Trim |
| 13 | NEE | Nextera Energy Inc | +0.1% | -0.59% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -1.14% | Trim |
| 15 | NVDA | Nvidia CORP | +0.1% | +3.06% | Add |
| 16 | AMGN | Amgen Inc | +0.1% | +0.20% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -0.13% | Trim |
| 18 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 19 | RTX | Rtx CORP | 0% | -5.70% | Trim |
| 20 | USB | US Bancorp | 0% | +3.04% | Add |
| 21 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 22 | WMT | Walmart Inc | 0% | -1.77% | Trim |
| 23 | AXP | American Express Co | 0% | — | Unchanged |
| 24 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 25 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 26 | LIN | Linde plc | 0% | -1.45% | Trim |
| 27 | HD | Home Depot Inc | 0% | — | Unchanged |
| 28 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 29 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 30 | PEP | Pepsico Inc | 0% | -3.68% | Trim |
| 31 | CVX | Chevron CORP | -0.1% | -0.99% | Trim |
| 32 | TJX | Tjx Companies Inc | -0.1% | -9.60% | Trim |
| 33 | VMI | Valmont Industries | -0.1% | -4.27% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.18% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -0.09% | Trim |
| 36 | HON | Honeywell International Inc | -0.1% | -0.51% | Trim |
| 37 | DIS | Walt Disney Co/the | -0.1% | -6.61% | Trim |
| 38 | ITW | Illinois Tool Works | -0.1% | -0.51% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | -10.22% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -0.29% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.1% | -2.97% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.1% | -1.74% | Trim |
| 43 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 44 | BLK | Blackrock Inc | -0.2% | -0.10% | Trim |
| 45 | MSFT | Microsoft CORP | -0.7% | -0.86% | Trim |
| 46 | ORCL | Oracle CORP | -1.7% | -0.26% | Trim |
| 47 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 48 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 49 | SCHI | Schwab 5-10 Year Corporate B | — | EXIT | Sold out |
| 50 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Pioneer Trust Bank N A/or reported a total U.S. public equity portfolio value of $441.1M across 76 disclosed positions in Q4 2025.
During Q4 2025, Pioneer Trust Bank N A/or's top holdings by market value included MSFT (7.6%)、AAPL (7.6%)、GOOG (6.0%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q4 2025, Pioneer Trust Bank N A/or made 41 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 31 holdings, and fully liquidating 3 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.
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.
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.