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CIK: 0000710127
Total reported value
$445.1M
$445.1M
176 檔
17.1%
The Q1 2025 SEC filing reveals that Searle & Co. held a total portfolio value of $445.1M, covering 176 public equity positions.
In Q1 2025, Searle & Co. displayed an active expansion posture, initiating 176 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AXP) accounted for 17.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.80% | +0.14% | -0.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | -0.36% | +0.17% | |
| 3 | AXP | American Express Co | Stock-Financials | 3.24% | — | — | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.84% | +0.15% | +0.42% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.63% | -0.93% | +0.21% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 2.61% | -0.05% | +0.70% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.58% | +2.08% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | -0.05% | — | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.20% | +0.11% | — | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.14% | +0.11% | +0.01% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.99% | -0.37% | -2.09% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | -0.38% | — | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.91% | +1.37% | — | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.25% | — | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | -0.09% | +0.01% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.82% | -0.16% | +0.71% | |
| 17 | NUE | Nucor CORP | Stock-Materials | 1.56% | +0.34% | -2.16% | |
| 18 | TRGP | Targa Resources CORP | Stock-Energy | 1.49% | -0.04% | — | |
| 19 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.47% | -0.19% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.08% | -0.23% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.02% | +1.50% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.30% | -0.01% | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -1.56% | EXIT | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.21% | — | |
| 25 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.21% | -0.08% | +1.13% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.04% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | — | — | |
| 28 | HES | Hess CORP | Stock-Other | 1.13% | — | — | |
| 29 | RVTY | Revvity Inc | Stock-Healthcare | 1.02% | +0.12% | +0.90% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.49% | — | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.01% | -0.39% | +7.84% | |
| 32 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.91% | +0.26% | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.07% | +8.10% | |
| 34 | EQH | Equitable Holdings Inc | Stock-Financials | 0.88% | +0.05% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.26% | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.77% | +0.16% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.10% | — | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.74% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.08% | +0.95% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.14% | -2.67% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.63% | -0.05% | — | |
| 42 | APG | Api Group CORP | Stock-Industrials | 0.62% | — | — | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.62% | -0.05% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.09% | — | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.60% | -0.04% | — | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.20% | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.59% | -0.02% | -0.45% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.09% | +1.64% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.58% | +0.16% | -0.13% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.10% | +61.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AXP | American Express Co | — | NEW | New buy |
| 4 | ABBV | Abbvie Inc | — | NEW | New buy |
| 5 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 6 | PM | Philip Morris International | — | NEW | New buy |
| 7 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | BAC | Bank Of America CORP | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | PEP | Pepsico Inc | — | NEW | New buy |
| 12 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 13 | CAT | Caterpillar Inc | — | NEW | New buy |
| 14 | RTX | Rtx CORP | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | NUE | Nucor CORP | — | NEW | New buy |
| 18 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 19 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 22 | ADP | Automatic Data Processing | — | NEW | New buy |
| 23 | HON | Honeywell International Inc | — | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 25 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | HES | Hess CORP | — | NEW | New buy |
| 29 | RVTY | Revvity Inc | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 32 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 33 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 34 | EQH | Equitable Holdings Inc | — | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 36 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 38 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 39 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 40 | PFE | Pfizer Inc | — | NEW | New buy |
| 41 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 42 | APG | Api Group CORP | — | NEW | New buy |
| 43 | AMGN | Amgen Inc | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | OKE | Oneok Inc | — | NEW | New buy |
| 46 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 47 | BA | Boeing Co/the | — | NEW | New buy |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | CVS | Cvs Health CORP | — | NEW | New buy |
| 50 | NEE | Nextera Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Searle & Co. reported a total U.S. public equity portfolio value of $445.1M across 176 disclosed positions in Q1 2025.
During Q1 2025, Searle & Co.'s top holdings by market value included AAPL (8.8%)、MSFT (4.2%)、AXP (3.2%). The largest single position, AAPL, represented 8.8% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $30.9M
In Q1 2025, Searle & Co. made 176 total portfolio adjustments, initiating 176 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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