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CIK: 0001106565
Total reported value
$2.6B
$2.6B
193 檔
32.2%
In Q4 2025, Staley Capital Advisers Inc's U.S. equity holdings reached a combined market value of $2.6B, distributed across 193 disclosed stock positions.
In Q4 2025, Staley Capital Advisers Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.02% | +0.47% | -0.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.70% | -0.43% | -3.31% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.69% | +0.79% | -3.10% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.59% | +0.05% | -2.02% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 5.11% | +0.13% | -1.37% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.93% | -0.14% | -2.96% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.16% | +0.09% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 2.82% | +0.02% | +1.78% | |
| 9 | ✓ | Stock-Other | 2.79% | — | -6.33% | ||
| 10 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.71% | +0.05% | +13.81% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 2.69% | -0.63% | -2.05% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.50% | -0.92% | -1.16% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | -0.10% | -1.16% | |
| 14 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.19% | +0.70% | -4.54% | |
| 15 | ✓ | Stock-Other | 2.11% | — | -8.27% | ||
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 2.03% | -0.54% | -3.98% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.91% | +0.74% | -1.22% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.08% | -3.15% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.68% | +0.21% | -0.57% | |
| 20 | CTVA | Corteva Inc | Stock-Materials | 1.50% | -0.13% | +1.43% | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.47% | -0.08% | +108.25% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.01% | -0.05% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.36% | -0.09% | +1.03% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.34% | +0.01% | -0.08% | |
| 25 | Q | Qnity Electronics Inc | Stock-Tech | 1.26% | +0.35% | — | |
| 26 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.07% | — | -3.78% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.14% | -0.31% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | +0.02% | +0.82% | |
| 29 | LQDT | Liquidity Services Inc | Stock-Other | 0.90% | -0.35% | -27.61% | |
| 30 | OKTA | Okta Inc | Stock-Tech | 0.88% | +0.01% | -0.04% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.77% | +0.03% | +3.31% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | +0.01% | +0.20% | |
| 33 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.61% | -0.05% | -1.80% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | -0.07% | +8.43% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.01% | +16.72% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.01% | -0.42% | |
| 37 | ✓ | Stock-Other | 0.55% | — | -3.69% | ||
| 38 | GOOG | Alphabet Inc. | Stock-Comm Services | 0.54% | +0.07% | -1.24% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.03% | -0.60% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.49% | +0.03% | -11.11% | |
| 41 | MRCY | Mercury Systems Inc | Stock-Industrials | 0.48% | — | -60.83% | |
| 42 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.45% | -0.16% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +0.26% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.05% | -1.36% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.40% | -0.02% | +0.63% | |
| 46 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.37% | +0.04% | -6.70% | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.35% | -0.04% | -71.72% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.10% | -5.55% | |
| 49 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.32% | +0.03% | +16.81% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.32% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.6% | -3.10% | Trim |
| 2 | APD | Air Products & Chemicals Inc | +0.7% | +108.25% | Add |
| 3 | IFF | Intl Flavors & Fragrances | +0.5% | +13.81% | Add |
| 4 | FDX | Fedex CORP | +0.5% | -2.05% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.16% | Trim |
| 6 | C | Citigroup Inc | +0.2% | -0.57% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -1.22% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.09% | Add |
| 9 | ✓ | +0.1% | -6.33% | Trim | |
| 10 | GOOG | Alphabet Inc. | +0.1% | -1.24% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.72% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.04% | Trim |
| 13 | VGK | Vanguard Ftse Europe ETF | +0.1% | +165.56% | Add |
| 14 | QCOM | Qualcomm Inc | +0.1% | -1.37% | Trim |
| 15 | BA | Boeing Co/the | +0.1% | +1.78% | Add |
| 16 | ✓ | +0.1% | -8.27% | Trim | |
| 17 | AAPL | Apple Inc | +0.1% | -3.15% | Trim |
| 18 | TJX | Tjx Companies Inc | +0.1% | -0.31% | Trim |
| 19 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +16.81% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +8.43% | Add |
| 21 | TSLA | Tesla Inc | 0% | +46.70% | Add |
| 22 | TWLO | Twilio Inc - A | 0% | — | Unchanged |
| 23 | DFLV | Dim US Large Cap Value ETF | 0% | +64.88% | Add |
| 24 | VTV | Vanguard Value ETF | 0% | +0.82% | Add |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | 0% | — | Unchanged |
| 27 | SPG | Simon Property Group Inc | 0% | -6.70% | Trim |
| 28 | LOW | Lowe's Cos Inc | 0% | -73.33% | Trim |
| 29 | OPCH | Option Care Health Inc | 0% | -25.00% | Trim |
| 30 | VZ | Verizon Communications Inc | 0% | -5.55% | Trim |
| 31 | OKTA | Okta Inc | -0.1% | -0.04% | Trim |
| 32 | MA | Mastercard Inc - A | -0.1% | -35.34% | Trim |
| 33 | ESGU | Ishares Esg Aware Msci USA | -0.1% | -11.11% | Trim |
| 34 | LYFT | Lyft Inc-a | -0.1% | -39.82% | Trim |
| 35 | CVX | Chevron CORP | -0.1% | -1.16% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.96% | Trim |
| 37 | PFE | Pfizer Inc | -0.1% | -3.98% | Trim |
| 38 | LQDT | Liquidity Services Inc | -0.2% | -27.61% | Trim |
| 39 | SJM | Jm Smucker Co/the | -0.4% | -4.54% | Trim |
| 40 | MSFT | Microsoft CORP | -0.8% | -3.31% | Trim |
| 41 | MRCY | Mercury Systems Inc | -0.8% | -60.83% | Trim |
| 42 | 6D8 | Dupont De Nemours Inc | -1.1% | -3.78% | Trim |
| 43 | FISV | Fiserv Inc | -2% | -71.72% | Trim |
| 44 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 45 | WBD | Warner Bros Discovery Inc | — | EXIT | Sold out |
| 46 | ✓ | — | EXIT | Sold out | |
| 47 | VISN | Vistance Networks Inc | — | NEW | New buy |
| 48 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 49 | LW | Lamb Weston Holdings Inc | — | NEW | New buy |
| 50 | LIN | Linde plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Staley Capital Advisers Inc reported a total U.S. public equity portfolio value of $2.6B across 193 disclosed positions in Q4 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 IWF, MSFT, GOOG) accounted for 32.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $30.5M
Top Position Liquidated / Trimmed
WBD
前期市值: $12.8M
During Q4 2025, Staley Capital Advisers Inc's top holdings by market value included IWF (8.0%)、MSFT (7.7%)、GOOG (7.7%). The largest single position, IWF, represented 8.0% of total portfolio value.
In Q4 2025, Staley Capital Advisers Inc made 47 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 29 holdings, and fully liquidating 4 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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