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: 0002043469
Total reported value
$129.1M
$129.1M
4 檔
92.3%
According to the latest 13F quarterly dataset, Santa Clara Valley Transportation Authority managed an equity portfolio of $129.1M at the end of Q3 2025, spanning 4 distinct U.S. exchange-listed positions.
In Q3 2025, Santa Clara Valley Transportation Authority displayed an active expansion posture, initiating 0 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 35.05% | +2.00% | +3.22% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 22.92% | -1.37% | +19.73% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-Other | 21.10% | -0.44% | +9.06% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 20.92% | -0.18% | +7.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +2.3% | +3.22% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | +19.73% | Add |
| 3 | USIG | Ishares Broad Usd Investment | -1.2% | +9.06% | Add |
| 4 | USHY | Ishares Broad Usd High Yield | -1.4% | +7.53% | Add |
According to official SEC Form 13F filings, Santa Clara Valley Transportation Authority reported a total U.S. public equity portfolio value of $129.1M across 4 disclosed positions in Q3 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 IEMG, SHY, USIG) accounted for 92.3% of total reported equity market value during Q3 2025.
During Q3 2025, Santa Clara Valley Transportation Authority's top holdings by market value included IEMG (35.0%)、SHY (22.9%)、USIG (21.1%). The largest single position, IEMG, represented 35.0% of total portfolio value.
In Q3 2025, Santa Clara Valley Transportation Authority made 4 total portfolio adjustments, initiating 0 new buys, adding to 4 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.
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.