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CIK: 0002051343
Total reported value
$238.3M
$238.3M
90 檔
21.6%
According to the latest 13F quarterly dataset, Ring Mountain Capital, LLC managed an equity portfolio of $238.3M at the end of Q1 2025, spanning 90 distinct U.S. exchange-listed positions.
During Q1 2025, Ring Mountain Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.51% | -0.73% | +0.77% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.71% | -1.43% | -0.34% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.82% | -0.65% | +15.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -1.16% | +2.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.99% | -0.46% | +1.60% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.59% | +2.50% | +6.84% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | -0.43% | -41.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.18% | +0.08% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.25% | -0.32% | -1.11% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.17% | +0.40% | +23.39% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.39% | -0.33% | +1.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | -0.12% | +0.87% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.02% | -0.35% | +39.25% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.93% | -0.25% | -2.86% | |
| 15 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.60% | -0.20% | +29.21% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 1.57% | -0.44% | -1.54% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.38% | -0.30% | +4.69% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.35% | -0.44% | +0.26% | |
| 19 | PROF | Profound Medical CORP | Stock-Other | 1.34% | -0.38% | +10.47% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | -0.19% | +8.32% | |
| 21 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.14% | -0.10% | +72.10% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.14% | -0.07% | -1.78% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | -0.15% | +6.99% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 1.06% | +1.47% | +4.11% | |
| 25 | GM | General Motors Co | Stock-Consumer Disc | 0.87% | -0.17% | -5.74% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.80% | -0.07% | -11.14% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | -0.12% | -73.14% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +1.18% | -7.76% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.06% | +1.75% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.06% | +3.30% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.10% | -1.18% | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.54% | -0.08% | +3.16% | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.54% | -0.10% | -3.24% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +2.42% | -1.22% | |
| 35 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.50% | — | -1.45% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.46% | -0.04% | +4.27% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.08% | — | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.44% | -0.05% | +0.19% | |
| 39 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.44% | -0.07% | -4.60% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.04% | +10.54% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.42% | +0.05% | +38.29% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.01% | -2.60% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.02% | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.40% | -0.05% | -0.81% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.17% | +101.72% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | -0.06% | -0.82% | |
| 47 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.36% | -0.03% | -1.30% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.36% | +0.20% | — | |
| 49 | RRR | Red Rock Resorts Inc-class A | Stock-Other | 0.34% | -0.02% | -1.43% | |
| 50 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.33% | -0.06% | -71.04% |
According to official SEC Form 13F filings, Ring Mountain Capital, LLC reported a total U.S. public equity portfolio value of $238.3M across 90 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, SCHG) accounted for 21.6% of total reported equity market value during Q1 2025.
During Q1 2025, Ring Mountain Capital, LLC's top holdings by market value included AAPL (12.5%)、META (7.7%)、SCHG (6.8%). The largest single position, AAPL, represented 12.5% of total portfolio value.
In Q1 2025, Ring Mountain Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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