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CIK: 0000710127
Total reported value
$445.1M
$445.1M
185 檔
17.9%
During the Q3 2025 filing period, Searle & Co. (CIK: 0000710127) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $445.1M across 185 reported positions.
Searle & Co. executed strategic sector rebalancing during Q3 2025, establishing 17 new positions while fully exiting 8 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.23% | +0.14% | -0.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.36% | +0.24% | |
| 3 | AXP | American Express Co | Stock-Financials | 3.67% | — | -1.08% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.93% | +0.15% | +0.42% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.87% | +2.08% | — | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.58% | +1.37% | +0.93% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 2.53% | +0.11% | +0.07% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.42% | -0.93% | +4.55% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 2.41% | -0.05% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.05% | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.21% | +0.11% | -1.37% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.10% | -0.25% | +0.06% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | -0.16% | -1.23% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.77% | -0.38% | +0.03% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.73% | -0.37% | -0.19% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 1.63% | +0.34% | — | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.36% | +242.30% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.09% | -1.46% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.21% | +0.81% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | — | +0.13% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.08% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -0.04% | — | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.20% | -1.56% | EXIT | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | +0.49% | +14.86% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.16% | -0.01% | +0.08% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.02% | -1.93% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 1.16% | +0.07% | — | |
| 28 | TRGP | Targa Resources CORP | Stock-Energy | 1.15% | -0.04% | — | |
| 29 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.14% | +0.26% | — | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.10% | -0.39% | — | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.08% | -0.08% | — | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.94% | -0.19% | -6.99% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.10% | +2.06% | |
| 34 | APG | Api Group CORP | Stock-Industrials | 0.79% | — | +50.00% | |
| 35 | RVTY | Revvity Inc | Stock-Healthcare | 0.78% | +0.12% | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.16% | +0.07% | |
| 37 | EQH | Equitable Holdings Inc | Stock-Financials | 0.77% | +0.05% | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.02% | +6.88% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.72% | — | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.26% | +4.32% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.21% | +1.09% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.66% | -0.68% | EXIT | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.05% | -4.98% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.10% | -1.56% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.14% | -0.76% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.09% | -1.04% | |
| 47 | CVS | Cvs Health CORP | Stock-Healthcare | 0.60% | +0.16% | +0.90% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | — | |
| 49 | FMS | Fresenius Medical Care-adr | Stock-Other | 0.56% | -0.05% | +246.64% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +0.24% | Add |
| 2 | CVX | Chevron CORP | +1% | +242.30% | Add |
| 3 | CAT | Caterpillar Inc | +0.7% | +0.93% | Add |
| 4 | AXP | American Express Co | +0.4% | -1.08% | Trim |
| 5 | FMS | Fresenius Medical Care-adr | +0.4% | +246.64% | Add |
| 6 | BAC | Bank Of America CORP | +0.3% | +0.07% | Add |
| 7 | SDA | Sealed Air CORP | +0.3% | +388.45% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.3% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.81% | Add |
| 10 | ETN | Eaton Corporation plc | +0.3% | — | Unchanged |
| 11 | RDDT | Reddit Inc-cl A | +0.2% | +120.53% | Add |
| 12 | RTX | Rtx CORP | +0.2% | +0.06% | Trim |
| 13 | ROK | Rockwell Automation Inc | +0.2% | — | Unchanged |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.13% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +14.86% | Add |
| 16 | APG | Api Group CORP | +0.2% | +50.00% | Add |
| 17 | BA | Boeing Co/the | +0.2% | +6.88% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +1.09% | Add |
| 19 | GLW | Corning Inc | +0.2% | +2.00% | Add |
| 20 | URI | United Rentals Inc | +0.1% | — | Unchanged |
| 21 | MU | Micron Technology Inc | +0.1% | — | Trim |
| 22 | BNY | Bank Of New York Mellon CORP | +0.1% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.06% | Add |
| 25 | ABBV | Abbvie Inc | +0.1% | +0.42% | Add |
| 26 | NOC | Northrop Grumman CORP | +0.1% | — | Trim |
| 27 | THC | Tenet Healthcare CORP | +0.1% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | +0.1% | -1.23% | Add |
| 29 | GE | General Electric | +0.1% | — | Unchanged |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -1.37% | Trim |
| 31 | NUE | Nucor CORP | +0.1% | — | Unchanged |
| 32 | NEE | Nextera Energy Inc | +0.1% | -1.56% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Add |
| 34 | BNT | Brookfield Wealth Solutions Ltd. | +0.1% | — | Unchanged |
| 35 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 36 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 37 | TSLA | Tesla Inc | +0.1% | -2.27% | Trim |
| 38 | NEM | Newmont CORP | +0.1% | — | Unchanged |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 40 | HD | Home Depot Inc | 0% | — | Unchanged |
| 41 | UFOX | Defiance Connective Tech ETF | 0% | — | Unchanged |
| 42 | PHIN | Phinia Inc | 0% | — | Unchanged |
| 43 | INTC | Intel CORP | 0% | +2.30% | Trim |
| 44 | HII | Huntington Ingalls Industrie | 0% | — | Unchanged |
| 45 | ABT | Abbott Laboratories | 0% | -1.04% | Add |
| 46 | RPRX | Royalty Pharma plc | 0% | — | Unchanged |
| 47 | CSX | Csx CORP | 0% | — | Unchanged |
| 48 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 49 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 50 | CEG | Constellation Energy | 0% | — | Unchanged |
According to official SEC Form 13F filings, Searle & Co. reported a total U.S. public equity portfolio value of $445.1M across 185 disclosed positions in Q3 2025.
During Q3 2025, Searle & Co.'s top holdings by market value included AAPL (6.2%)、MSFT (5.5%)、AXP (3.7%). The largest single position, AAPL, represented 6.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AXP) accounted for 17.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VNOM
市值: $1.1M
Top Position Liquidated / Trimmed
HES
前期市值: $4.0M
In Q3 2025, Searle & Co. made 114 total portfolio adjustments, initiating 17 new buys, adding to 37 positions, trimming 52 holdings, and fully liquidating 8 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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