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CIK: 0001596055
Total reported value
$279.9M
$279.9M
99 檔
15.5%
The Q1 2025 SEC filing reveals that Silver Lake Advisory, LLC held a total portfolio value of $279.9M, covering 99 public equity positions.
In Q1 2025, Silver Lake Advisory, LLC displayed an active expansion posture, initiating 99 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.37% | -0.24% | -0.26% | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 4.29% | +0.15% | +0.54% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 3.48% | +0.06% | +0.83% | |
| 4 | PAYX | Paychex Inc | Stock-Tech | 3.45% | -0.10% | -0.32% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 3.28% | -0.49% | -0.84% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.01% | -0.26% | — | |
| 7 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.85% | -0.45% | -0.56% | |
| 8 | MET | Metlife Inc | Stock-Financials | 2.61% | +0.11% | +0.36% | |
| 9 | UNM | Unum Group | Stock-Financials | 2.57% | +0.21% | -0.42% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.44% | -0.24% | +0.96% | |
| 11 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 2.43% | -0.40% | -1.82% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.41% | — | +0.41% | |
| 13 | RF | Regions Financial CORP | Stock-Financials | 2.12% | +0.05% | +1.43% | |
| 14 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.12% | -0.27% | +1.11% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.03% | -0.02% | -3.50% | |
| 16 | GLW | Corning Inc | Stock-Tech | 2.02% | +1.63% | +1.24% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.21% | -0.84% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.77% | -0.11% | -1.06% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.77% | +0.97% | +1.23% | |
| 20 | GRMN | Garmin Ltd. | Stock-Tech | 1.76% | -0.15% | -34.58% | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.65% | -0.06% | -0.61% | |
| 22 | GPN | Global Payments Inc | Stock-Industrials | 1.65% | — | -1.52% | |
| 23 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.56% | +0.05% | -0.90% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.52% | -0.26% | +0.41% | |
| 25 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.46% | -0.10% | -0.45% | |
| 26 | DOCU | Docusign Inc | Stock-Tech | 1.43% | -0.31% | +1.67% | |
| 27 | ZM | Zoom Communications Inc | Stock-Tech | 1.33% | -0.09% | +2.72% | |
| 28 | RHI | Robert Half Inc | Stock-Industrials | 1.31% | — | +1.20% | |
| 29 | SAFT | Safety Insurance Group Inc | Stock-Other | 1.30% | -0.12% | -8.00% | |
| 30 | DOX | Amdocs Limited | Stock-Tech | 1.29% | — | -2.41% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 1.24% | -0.12% | +5.38% | |
| 32 | ENS | Enersys | Stock-Industrials | 1.20% | +0.26% | -0.40% | |
| 33 | FSLR | First Solar Inc | Stock-Tech | 1.18% | +0.08% | -2.43% | |
| 34 | BMO | Bank Of Montreal | Stock-Financials | 1.18% | +0.15% | -1.25% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 1.14% | -0.01% | -2.05% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 1.10% | +0.14% | -0.85% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.05% | -0.05% | -99.00% | |
| 38 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.04% | -0.14% | +0.11% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.01% | +1.37% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.99% | -0.04% | -0.70% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.95% | -0.03% | +3.54% | |
| 42 | UMH | Umh Properties Inc | Stock-Other | 0.89% | -0.03% | -2.14% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.05% | +0.46% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | -0.03% | — | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.04% | — | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.83% | -0.97% | -6.19% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.82% | — | +3.48% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.80% | -0.14% | +0.91% | |
| 49 | RPM | Rpm International Inc | Stock-Materials | 0.77% | +0.01% | +0.30% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.74% | -0.02% | +0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | ABBV | Abbvie Inc | — | NEW | New buy |
| 3 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 4 | PAYX | Paychex Inc | — | NEW | New buy |
| 5 | ABT | Abbott Laboratories | — | NEW | New buy |
| 6 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | New buy |
| 7 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 8 | MET | Metlife Inc | — | NEW | New buy |
| 9 | UNM | Unum Group | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 12 | ADP | Automatic Data Processing | — | NEW | New buy |
| 13 | RF | Regions Financial CORP | — | NEW | New buy |
| 14 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 15 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 16 | GLW | Corning Inc | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 19 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 20 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 21 | GPC | Genuine Parts Co | — | NEW | New buy |
| 22 | GPN | Global Payments Inc | — | NEW | New buy |
| 23 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | PBA | Pembina Pipeline CORP | — | NEW | New buy |
| 26 | DOCU | Docusign Inc | — | NEW | New buy |
| 27 | ZM | Zoom Communications Inc | — | NEW | New buy |
| 28 | RHI | Robert Half Inc | — | NEW | New buy |
| 29 | SAFT | Safety Insurance Group Inc | — | NEW | New buy |
| 30 | DOX | Amdocs Limited | — | NEW | New buy |
| 31 | O | Realty Income CORP | — | NEW | New buy |
| 32 | ENS | Enersys | — | NEW | New buy |
| 33 | FSLR | First Solar Inc | — | NEW | New buy |
| 34 | BMO | Bank Of Montreal | — | NEW | New buy |
| 35 | EMR | Emerson Electric Co | — | NEW | New buy |
| 36 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 38 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 39 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 40 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 41 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 42 | UMH | Umh Properties Inc | — | NEW | New buy |
| 43 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 46 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 47 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 48 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 49 | RPM | Rpm International Inc | — | NEW | New buy |
| 50 | KMB | Kimberly-clark CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Silver Lake Advisory, LLC reported a total U.S. public equity portfolio value of $279.9M across 99 disclosed positions in Q1 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 BRK-B, ABBV, CSCO) accounted for 15.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $10.0M
During Q1 2025, Silver Lake Advisory, LLC's top holdings by market value included BRK-B (4.4%)、ABBV (4.3%)、CSCO (3.5%). The largest single position, BRK-B, represented 4.4% of total portfolio value.
In Q1 2025, Silver Lake Advisory, LLC made 99 total portfolio adjustments, initiating 99 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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