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CIK: 0002023896
Total reported value
$264.8M
$264.8M
117 檔
37.6%
As reported in its official Q4 2025 Form 13F filing, Raelipskie Partnership's tracked investment portfolio stood at $264.8M with 117 total positions.
Raelipskie Partnership executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.18% | +0.05% | -1.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.68% | -0.30% | -0.49% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.06% | -0.04% | +2.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.88% | +0.97% | -0.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.95% | -0.15% | -0.62% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.10% | +0.36% | -1.24% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.93% | -0.11% | -22.35% | |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.81% | +0.06% | +7.53% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.17% | +4.41% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.07% | +12.08% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.17% | — | +0.25% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.17% | -1.50% | |
| 13 | ✓ | Novartis Adr (che) | Stock-Other | 1.76% | -0.15% | -0.54% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.70% | -0.32% | +88.99% | |
| 15 | ✓ | Exxon Mobil CORP (usa) | Stock-Other | 1.32% | -0.54% | -4.89% | |
| 16 | ✓ | Amazon Com Inc (usa) | Stock-Other | 1.31% | +0.02% | -0.18% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.10% | -2.99% | |
| 18 | ✓ | Walmart Stores Inc (usa) | Stock-Other | 1.18% | -0.25% | -0.44% | |
| 19 | ✓ | Visa Inc Class-a (usa) | Stock-Other | 1.17% | +0.01% | +7.68% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.10% | -2.64% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.13% | -0.24% | — | |
| 22 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 1.12% | +0.03% | -8.06% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | +0.05% | +2.93% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | +0.05% | +2.14% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.04% | — | |
| 26 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.96% | -0.20% | -6.55% | |
| 27 | ✓ | Mcdonald's CORP (usa) | Stock-Other | 0.93% | -0.16% | +1.40% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.05% | +2.61% | |
| 29 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.88% | +0.08% | -17.11% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-Other | 0.82% | -0.10% | +2.54% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | +0.03% | -1.07% | |
| 32 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.75% | -0.09% | -1.23% | |
| 33 | EADSY | Airbus Se - Unsp Adr | Stock-Other | 0.73% | -0.04% | -13.04% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.10% | +2.38% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.34% | — | |
| 36 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.62% | -0.05% | +7.39% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.62% | -0.10% | -10.37% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.60% | -0.01% | +10.25% | |
| 39 | GE | General Electric | Stock-Industrials | 0.55% | +0.09% | -17.61% | |
| 40 | PRU | Prudential Financial Inc | Stock-Financials | 0.53% | — | -0.57% | |
| 41 | ✓ | American Tower CORP (usa) | Stock-Other | 0.52% | -0.09% | -1.62% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.49% | +0.01% | +4.38% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | — | +8.68% | |
| 44 | ✓ | United Health Group Inc (usa) | Stock-Other | 0.46% | +0.18% | +20.94% | |
| 45 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.44% | +0.01% | -6.41% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.44% | -0.01% | — | |
| 47 | ✓ | Lvmh Moet Hennessy Lo-adr (fra) | Stock-Other | 0.40% | — | -22.02% | |
| 48 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.38% | -0.04% | — | |
| 49 | ✓ | Merck Co Inc-new (usa) | Stock-Other | 0.38% | -0.03% | -51.66% | |
| 50 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.38% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.9% | +88.99% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +12.08% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.50% | Trim |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.2% | +7.53% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | -1.24% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.49% | Trim |
| 7 | CRM | Salesforce Inc | +0.1% | +10.25% | Add |
| 8 | ✓ | Visa Inc Class-a (usa) | +0.1% | +7.68% | Add |
| 9 | BA | Boeing Co/the | +0.1% | +782.61% | Add |
| 10 | ✓ | Novartis Adr (che) | +0.1% | -0.54% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | -2.64% | Trim |
| 12 | ✓ | Walmart Stores Inc (usa) | +0.1% | -0.44% | Trim |
| 13 | RIO | Rio Tinto Plc-spon Adr | +0.1% | — | Unchanged |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +2.02% | Add |
| 15 | ✓ | United Health Group Inc (usa) | +0.1% | +20.94% | Add |
| 16 | NEE | Nextera Energy Inc | 0% | +2.38% | Add |
| 17 | ✓ | Amazon Com Inc (usa) | 0% | -0.18% | Trim |
| 18 | PLD | Prologis Inc | 0% | — | Unchanged |
| 19 | NSRGY | Nestle Sa-spons Adr | 0% | -1.23% | Trim |
| 20 | PRU | Prudential Financial Inc | 0% | -0.57% | Trim |
| 21 | TM | Toyota Motor CORP -spon Adr | 0% | -6.55% | Trim |
| 22 | BAC | Bank Of America CORP | 0% | -1.07% | Trim |
| 23 | UNP | Union Pacific CORP | 0% | +8.68% | Add |
| 24 | IBB | Ishares Biotechnology ETF | 0% | -10.37% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | — | +0.25% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.93% | Add |
| 27 | SONY | Sony Group CORP - Sp Adr | -0.1% | +7.39% | Add |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -3.64% | Trim |
| 29 | PG | Procter & Gamble Co/the | -0.1% | +2.61% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.92% | Trim |
| 31 | ✓ | -0.1% | — | Unchanged | |
| 32 | ✓ | American Tower CORP (usa) | -0.1% | -1.62% | Trim |
| 33 | UBER | Uber Technologies Inc | -0.1% | +4.38% | Add |
| 34 | SAN | Banco Santander Sa-spon Adr | -0.1% | -17.11% | Trim |
| 35 | GE | General Electric | -0.1% | -17.61% | Trim |
| 36 | EADSY | Airbus Se - Unsp Adr | -0.1% | -13.04% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 38 | UL | Unilever PLC | -0.2% | -44.77% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.46% | Trim |
| 40 | HD | Home Depot Inc | -0.2% | +2.14% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | +4.41% | Add |
| 42 | DEO | Diageo Plc-sponsored Adr | -0.2% | -86.75% | Trim |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.62% | Trim |
| 44 | ✓ | Merck Co Inc-new (usa) | -0.3% | -51.66% | Trim |
| 45 | IWM | Ishares Russell 2000 ETF | -1.2% | -22.35% | Trim |
| 46 | PEP | Pepsico Inc | — | NEW | New buy |
| 47 | ✓ | Pepsi Co (usa) | — | EXIT | Sold out |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 49 | ACN | Accenture plc | — | EXIT | Sold out |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Raelipskie Partnership reported a total U.S. public equity portfolio value of $264.8M across 117 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 SPY, VEA, RSP) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
PEP
市值: $2.7M
Top Position Liquidated / Trimmed
PEPSI CO (USA)
前期市值: $2.6M
During Q4 2025, Raelipskie Partnership's top holdings by market value included SPY (11.2%)、VEA (8.7%)、RSP (8.1%). The largest single position, SPY, represented 11.2% of total portfolio value.
In Q4 2025, Raelipskie Partnership made 46 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 2 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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