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CIK: 0001215208
Total reported value
$418.8M
$418.8M
103 檔
39.1%
During the Q4 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 103 reported positions.
In Q4 2025, Somerville Kurt F adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.93% | +0.22% | -9.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.23% | -0.14% | -9.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.68% | -0.19% | -4.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.40% | -2.34% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.00% | -0.42% | -4.72% | |
| 6 | ADI | Analog Devices Inc | Stock-Tech | 3.90% | +0.05% | -1.95% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | -0.08% | -2.17% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.48% | +4.02% | -12.69% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.32% | -0.66% | -2.58% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.26% | -0.48% | -3.34% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 3.20% | -0.64% | -1.74% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.05% | -0.15% | -1.91% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.93% | -0.36% | -2.32% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.91% | +0.41% | -3.87% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.59% | -0.19% | -0.85% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.58% | -0.37% | -1.57% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.58% | -0.57% | -5.76% | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 2.41% | -0.32% | -1.72% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.39% | +0.06% | -0.23% | |
| 20 | ATR | Aptargroup Inc | Stock-Healthcare | 2.23% | -0.59% | -1.94% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.05% | +0.47% | +21.72% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.79% | -0.02% | +3.02% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.78% | -0.09% | -10.34% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.51% | +0.11% | +34.53% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 1.27% | +1.63% | +66.77% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.17% | -0.04% | +2.51% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.11% | -0.08% | +49.69% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.08% | -0.11% | +33.54% | |
| 29 | FISV | Fiserv Inc | Stock-Other | 1.05% | -0.48% | -17.39% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.49% | -2.44% | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 0.89% | -0.11% | -38.66% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.22% | +2.90% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.78% | — | -37.35% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | -0.21% | -37.15% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | -0.42% | EXIT | |
| 36 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 0.67% | -0.08% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.48% | -5.61% | |
| 38 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.57% | -0.11% | -13.95% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.35% | +6.37% | |
| 40 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 0.45% | -0.01% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.01% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.05% | -1.96% | |
| 43 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.31% | -0.07% | -1.47% | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.26% | -0.03% | -17.60% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.18% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.02% | -3.81% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.08% | -4.46% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | — | -11.88% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.04% | -18.27% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.19% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -9.43% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.9% | +21.72% | Add |
| 3 | AMAT | Applied Materials Inc | +0.7% | +66.77% | Add |
| 4 | AMD | Advanced Micro Devices | +0.5% | -12.69% | Trim |
| 5 | AXP | American Express Co | +0.5% | +34.53% | Add |
| 6 | SCHW | Schwab (charles) CORP | +0.4% | +49.69% | Add |
| 7 | DHR | Danaher CORP | +0.4% | -2.32% | Trim |
| 8 | ADI | Analog Devices Inc | +0.4% | -1.95% | Trim |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +3.02% | Add |
| 10 | JNJ | Johnson & Johnson | +0.3% | -3.34% | Trim |
| 11 | ROK | Rockwell Automation Inc | +0.3% | -3.87% | Trim |
| 12 | AAPL | Apple Inc | +0.2% | -4.66% | Trim |
| 13 | TJX | Tjx Companies Inc | +0.2% | -2.58% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.2% | -2.17% | Trim |
| 15 | RTX | Rtx CORP | +0.1% | -5.76% | Trim |
| 16 | UBER | Uber Technologies Inc | +0.1% | +33.54% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | +2.51% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +2.90% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -1.96% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.81% | Trim |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | 0% | -0.23% | Trim |
| 22 | CVX | Chevron CORP | 0% | -2.44% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -18.27% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | -0.1% | -1.47% | Trim |
| 25 | CNI | Canadian Natl Railway Co | -0.1% | -10.34% | Trim |
| 26 | MA | Mastercard Inc - A | -0.1% | -4.72% | Trim |
| 27 | PG | Procter & Gamble Co/the | -0.2% | -1.57% | Trim |
| 28 | XYL | Xylem Inc | -0.2% | -1.72% | Trim |
| 29 | ABT | Abbott Laboratories | -0.2% | -1.74% | Trim |
| 30 | ATR | Aptargroup Inc | -0.2% | -1.94% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | -2.34% | Trim |
| 32 | HD | Home Depot Inc | -0.4% | -0.85% | Trim |
| 33 | ADP | Automatic Data Processing | -0.4% | -1.91% | Trim |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -37.35% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.5% | -37.15% | Trim |
| 36 | NVDA | Nvidia CORP | -0.5% | -9.52% | Trim |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -86.47% | Trim |
| 38 | CARR | Carrier Global CORP | -0.7% | -38.66% | Trim |
| 39 | CRM | Salesforce Inc | -0.8% | -94.38% | Trim |
| 40 | FISV | Fiserv Inc | -1.3% | -17.39% | Trim |
| 41 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 42 | AVGO | Broadcom Inc | — | NEW | New buy |
| 43 | CVS | Cvs Health CORP | — | EXIT | Sold out |
| 44 | BALL | Ball CORP | — | EXIT | Sold out |
| 45 | MDT | Medtronic plc | — | EXIT | Sold out |
| 46 | TTE | TotalEnergies SE | — | NEW | New buy |
| 47 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 49 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 50 | VIGI | Vanguard Int Div App Indx Fd | — | EXIT | Sold out |
According to official SEC Form 13F filings, Somerville Kurt F reported a total U.S. public equity portfolio value of $418.8M across 103 disclosed positions in Q4 2025.
During Q4 2025, Somerville Kurt F's top holdings by market value included GOOGL (6.9%)、NVDA (6.2%)、AAPL (5.7%). The largest single position, GOOGL, represented 6.9% 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 GOOGL, NVDA, AAPL) accounted for 39.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $623.7K
Top Position Liquidated / Trimmed
BDX
前期市值: $652.1K
In Q4 2025, Somerville Kurt F made 50 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 32 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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