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CIK: 0001411530
Total reported value
$14.5B
$14.5B
771 檔
12.5%
The Q1 2025 SEC filing reveals that Sumitomo Mitsui DS Asset Management Company, Ltd held a total portfolio value of $14.5B, covering 771 public equity positions.
In Q1 2025, Sumitomo Mitsui DS Asset Management Company, Ltd displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 771 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.86% | -0.06% | +3.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.50% | +4.56% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | -0.20% | +3.95% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.15% | +4.84% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.28% | +4.52% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.85% | +0.25% | +5.76% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.73% | -0.08% | +4.10% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.73% | -0.04% | +6.26% | |
| 9 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.50% | +0.02% | +6.51% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.48% | -0.08% | +4.00% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.77% | +3.71% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.12% | +7.54% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.03% | +2.64% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.27% | +5.63% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.13% | +2.78% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.37% | +3.68% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.02% | -1.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.07% | +4.47% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.49% | +6.27% | |
| 20 | URTH | Ishares Msci World ETF | ETF-Other | 0.97% | +0.15% | +1.13% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.03% | +4.22% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.18% | +5.58% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | -0.01% | +6.76% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | -0.12% | +6.35% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.93% | -0.07% | +6.79% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.10% | +5.24% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.91% | -0.06% | +5.26% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.13% | +4.93% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.90% | -0.05% | -8.76% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.88% | -0.04% | +8.02% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.01% | +5.88% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.36% | +2.03% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.19% | +4.65% | |
| 34 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.70% | -0.04% | +6.32% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.60% | EXIT | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.64% | +0.07% | -1.22% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.06% | +2.82% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | +5.23% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | -0.16% | -3.54% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | +2.99% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | +19.30% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.55% | -0.14% | +4.60% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.04% | +6.97% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.01% | +4.39% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.17% | +6.09% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | -11.67% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.24% | +4.23% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.06% | +5.23% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | +0.47% | +5.03% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.02% | -1.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | CAT | Caterpillar Inc | — | NEW | New buy |
| 20 | URTH | Ishares Msci World ETF | — | NEW | New buy |
| 21 | TSLA | Tesla Inc | — | NEW | New buy |
| 22 | CRM | Salesforce Inc | — | NEW | New buy |
| 23 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 27 | AXP | American Express Co | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 30 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 31 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | WMT | Walmart Inc | — | NEW | New buy |
| 34 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | NEW | New buy |
| 37 | MA | Mastercard Inc - A | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 40 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 41 | BAC | Bank Of America CORP | — | NEW | New buy |
| 42 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
| 43 | BA | Boeing Co/the | — | NEW | New buy |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | NFLX | Netflix Inc | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 49 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 50 | PM | Philip Morris International | — | NEW | New buy |
According to official SEC Form 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd reported a total U.S. public equity portfolio value of $14.5B across 771 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 AAPL, MSFT, NVDA) accounted for 12.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $476.7M
During Q1 2025, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included AAPL (4.9%)、MSFT (4.7%)、NVDA (4.2%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q1 2025, Sumitomo Mitsui DS Asset Management Company, Ltd 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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