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CIK: 0000315014
Total reported value
—
$1.3B
696 檔
25.0%
The Q2 2025 SEC filing reveals that Pitcairn Co held a total portfolio value of $1.3B, covering 696 public equity positions.
In Q2 2025, Pitcairn Co adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IWV, QAI, NVDA) accounted for 25.0% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 696 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.33% | — | -32.56% | |
| 2 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 3.55% | — | -29.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | — | -10.14% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | — | -10.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | — | +3.93% | |
| 6 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 2.32% | — | -28.68% | |
| 7 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 2.14% | — | -29.60% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.97% | — | +0.51% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.95% | — | -8.89% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.91% | — | -11.11% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | — | -11.49% | |
| 12 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.59% | — | -28.87% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.48% | — | -8.21% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.47% | — | -3.27% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.09% | — | -4.27% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | — | -9.40% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | — | -7.25% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 0.80% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | -10.44% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | — | -17.80% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | — | -7.75% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | — | -3.20% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | — | -3.89% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.66% | — | -13.58% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.59% | — | -14.98% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +17.11% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | — | +0.41% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | — | -5.56% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | — | -7.04% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | — | -18.15% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | — | -11.44% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | — | -10.71% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | — | -14.91% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | — | -25.61% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | — | -25.37% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | — | -4.15% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.49% | — | -17.58% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | — | -17.59% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | — | -0.40% | |
| 40 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.44% | — | -10.20% | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.43% | — | +31.29% | |
| 42 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.42% | — | -18.27% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | — | -9.87% | |
| 44 | NTRS | Northern Trust CORP | Stock-Financials | 0.40% | — | +6.36% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -9.36% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.38% | — | -14.94% | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 0.36% | — | -15.18% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | — | -5.12% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | — | -8.93% | |
| 50 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.33% | — | -0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -10.14% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -10.86% | Trim |
| 3 | AVGO | Broadcom Inc | +0.6% | -8.21% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +3.93% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | -3.27% | Trim |
| 6 | IWB | Ishares Russell 1000 ETF | +0.3% | +0.51% | Add |
| 7 | NFLX | Netflix Inc | +0.2% | -7.75% | Trim |
| 8 | C | Citigroup Inc | +0.2% | +31.29% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +17.11% | Add |
| 10 | GLDM | Spdr Gold Minishares Trust | +0.2% | NEW | New buy |
| 11 | DKNG | Draftkings Inc-cl A | +0.2% | +187.51% | Add |
| 12 | TPR | Tapestry Inc | +0.1% | +328.85% | Add |
| 13 | NTRS | Northern Trust CORP | +0.1% | +6.36% | Add |
| 14 | VONE | Vanguard Russell 1000 | +0.1% | — | Unchanged |
| 15 | FICO | Fair Isaac CORP | +0.1% | +130.35% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -10.71% | Trim |
| 17 | SPOT | Spotify Technology S.A. | +0.1% | -10.20% | Trim |
| 18 | MDY | State Street Spdr S&p Midcap | +0.1% | NEW | New buy |
| 19 | UAL | United Airlines Holdings Inc | +0.1% | +194.22% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +99.29% | Add |
| 21 | EXPE | Expedia Group Inc | +0.1% | +89.80% | Add |
| 22 | PG | Procter & Gamble Co/the | 0% | -4.27% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | -18.15% | Trim |
| 24 | PGR | Progressive CORP | -0.1% | -16.70% | Trim |
| 25 | HPQ | Hp Inc | -0.1% | -19.65% | Trim |
| 26 | ZTS | Zoetis Inc | -0.1% | -19.50% | Trim |
| 27 | ABBV | Abbvie Inc | -0.1% | -9.36% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | -9.45% | Trim |
| 29 | AMGN | Amgen Inc | -0.1% | -18.51% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -7.25% | Trim |
| 31 | VZ | Verizon Communications Inc | -0.1% | -58.03% | Trim |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -78.24% | Trim |
| 33 | SPGI | S&p Global Inc | -0.1% | -32.62% | Trim |
| 34 | GLD | Spdr Gold Shares | -0.1% | -25.37% | Trim |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -54.83% | Trim |
| 36 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -55.54% | Trim |
| 37 | CCI | Crown Castle Inc | -0.1% | -70.83% | Trim |
| 38 | BMY | Bristol-myers Squibb Co | -0.1% | -46.39% | Trim |
| 39 | BLV | Vanguard Long-term Bond ETF | -0.2% | EXIT | Sold out |
| 40 | JNJ | Johnson & Johnson | -0.2% | -25.61% | Trim |
| 41 | AAPL | Apple Inc | -0.2% | -8.89% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -7.05% | Trim |
| 43 | APP | Applovin Corp-class A | -0.2% | -72.89% | Trim |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | -11.11% | Trim |
| 45 | CWI | State Street Spdr Msci Acwi | -0.3% | -28.87% | Trim |
| 46 | BKNG | Booking Holdings Inc | -0.4% | -80.23% | Trim |
| 47 | OUNZ | Vaneck Merk Gold ETF | -0.5% | -28.68% | Trim |
| 48 | COM | Direxion Auspice Brd Cmdty | -0.8% | -29.60% | Trim |
| 49 | QAI | Nyli Hdg Multi-str Trk ETF | -0.9% | -29.17% | Trim |
| 50 | IWV | Ishares Russell 3000 ETF | -2% | -32.56% | Trim |
According to official SEC Form 13F filings, Pitcairn Co reported a total U.S. public equity portfolio value of $1.3B across 696 disclosed positions in Q2 2025.
During Q2 2025, Pitcairn Co's top holdings by market value included IWV (8.3%)、QAI (3.5%)、NVDA (3.3%). The largest single position, IWV, represented 8.3% of total portfolio value.
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.
Top New Position Initiated
GLDM
市值: $2.3M
Top Position Liquidated / Trimmed
BLV
前期市值: $2.4M
In Q2 2025, Pitcairn Co made 49 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 35 holdings, and fully liquidating 1 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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