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CIK: 0001215208
Total reported value
$418.8M
$418.8M
111 檔
32.0%
During the Q1 2025 filing period, Somerville Kurt F (CIK: 0001215208) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $418.8M across 111 reported positions.
In Q1 2025, Somerville Kurt F displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.25% | -0.19% | -2.15% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 4.65% | -0.42% | -1.24% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 4.64% | -0.48% | -5.81% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.52% | -0.14% | -3.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.40% | +0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.10% | +0.22% | -4.16% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 4.09% | -0.15% | -3.74% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.76% | -0.64% | -2.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.08% | -1.68% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.33% | -0.37% | -3.26% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.18% | +0.05% | -3.24% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.01% | -0.48% | -2.35% | |
| 13 | ATR | Aptargroup Inc | Stock-Healthcare | 2.99% | -0.59% | -2.35% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.96% | -0.19% | -1.02% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.91% | -0.66% | -2.34% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.80% | -0.36% | +1.47% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.49% | +0.41% | -1.85% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.39% | +4.02% | -2.25% | |
| 19 | XYL | Xylem Inc | Stock-Industrials | 2.31% | -0.32% | -1.45% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.26% | -0.21% | -2.37% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.24% | -0.09% | -3.59% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 2.14% | -0.57% | -4.46% | |
| 23 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.02% | +0.06% | -0.09% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.93% | -0.02% | +12.18% | |
| 25 | CARR | Carrier Global CORP | Stock-Industrials | 1.80% | -0.11% | +10.49% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.56% | — | +13.01% | |
| 27 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.53% | -0.11% | -32.24% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.49% | -2.08% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.11% | -0.04% | +17.12% | |
| 30 | BALL | Ball CORP | Stock-Consumer Disc | 1.05% | — | -13.86% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.04% | — | -17.99% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.83% | -0.42% | EXIT | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.71% | — | +77.63% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.48% | -6.90% | |
| 35 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 0.65% | -0.08% | +22.43% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.47% | +13.31% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.52% | +0.22% | +2.37% | |
| 38 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 0.46% | -0.01% | +32.55% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | -1.66% | |
| 40 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.35% | -0.07% | +8.40% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.34% | +0.35% | +94.92% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.08% | -23.20% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.31% | -0.03% | -6.04% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | +6.42% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.05% | -8.94% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.28% | — | +11.27% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | — | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.24% | -0.07% | -8.74% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | -0.03% | -5.89% | |
| 50 | ✓ | Novozymes A S Dkk 2.0 | Stock-Other | 0.21% | -0.01% | -4.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MA | Mastercard Inc - A | — | NEW | New buy |
| 3 | FISV | Fiserv Inc | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | ABT | Abbott Laboratories | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 11 | ADI | Analog Devices Inc | — | NEW | New buy |
| 12 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 13 | ATR | Aptargroup Inc | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 16 | DHR | Danaher CORP | — | NEW | New buy |
| 17 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 19 | XYL | Xylem Inc | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 22 | RTX | Rtx CORP | — | NEW | New buy |
| 23 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | New buy |
| 24 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 25 | CARR | Carrier Global CORP | — | NEW | New buy |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 27 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 28 | CVX | Chevron CORP | — | NEW | New buy |
| 29 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 30 | BALL | Ball CORP | — | NEW | New buy |
| 31 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | CRM | Salesforce Inc | — | NEW | New buy |
| 34 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 35 | GQGIX | Gqg Part Emerg Mkts Eq-inst | — | NEW | New buy |
| 36 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 37 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 38 | ARIMX | Amg Rr Smid Val-i | — | NEW | New buy |
| 39 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 40 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 45 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 46 | ADBE | Adobe Inc | — | NEW | New buy |
| 47 | ABBV | Abbvie Inc | — | NEW | New buy |
| 48 | EOG | Eog Resources Inc | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | ✓ | Novozymes A S Dkk 2.0 | — | NEW | New buy |
According to official SEC Form 13F filings, Somerville Kurt F reported a total U.S. public equity portfolio value of $418.8M across 111 disclosed positions in Q1 2025.
During Q1 2025, Somerville Kurt F's top holdings by market value included AAPL (5.3%)、MA (4.7%)、FISV (4.6%). The largest single position, AAPL, represented 5.3% 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, MA, FISV) accounted for 32.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $30.1M
In Q1 2025, Somerville Kurt F made 50 total portfolio adjustments, initiating 50 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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