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CIK: 0001411530
Total reported value
$14.5B
$14.5B
770 檔
18.7%
The Q4 2025 SEC filing reveals that Sumitomo Mitsui DS Asset Management Company, Ltd held a total portfolio value of $14.5B, covering 770 public equity positions.
During Q4 2025, Sumitomo Mitsui DS Asset Management Company, Ltd performed routine portfolio adjustments (1 new buys, 27 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 770 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.04% | -0.20% | -0.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -0.50% | +1.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.90% | -0.06% | +1.23% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | +0.15% | +1.94% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.77% | -2.63% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.07% | +0.12% | -0.68% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +0.03% | +5.92% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.97% | +0.02% | -0.34% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.28% | +3.32% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.08% | -4.13% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.39% | +0.49% | -0.20% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | -0.03% | +0.58% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | -0.04% | -7.29% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.13% | +1.12% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.05% | -0.06% | -0.38% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.03% | -0.04% | -6.95% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.08% | -2.13% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.25% | -0.11% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.13% | +1.04% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.27% | -0.16% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | -0.01% | -0.35% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.02% | -2.16% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.01% | +0.49% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.81% | -0.05% | -2.38% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.12% | -0.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.07% | +3.47% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.18% | -1.24% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.37% | -3.18% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.19% | +1.47% | |
| 30 | URTH | Ishares Msci World ETF | ETF-Other | 0.72% | +0.15% | -8.91% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.70% | -0.07% | -0.35% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.36% | +0.79% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.10% | +0.40% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | — | +1.15% | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | -0.04% | +0.30% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.05% | +21.43% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.04% | +1.00% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | — | +10.48% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.06% | +1.83% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.11% | +2.72% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.60% | EXIT | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.24% | +0.82% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | +0.47% | +33.50% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.01% | +1.89% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.61% | -0.67% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.06% | +1.42% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.03% | -7.76% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.17% | +912.92% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.02% | -4.08% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.09% | +0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +5.92% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.63% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.4% | +1.12% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +1.23% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | -0.20% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +21.43% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | +6.54% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | -0.34% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.94% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +33.50% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +35.17% | Add |
| 12 | BNY | Bank Of New York Mellon CORP | +0.1% | +43.80% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | -0.18% | Trim |
| 14 | AMD | Advanced Micro Devices | +0.1% | -0.67% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | +1.04% | Add |
| 16 | AXP | American Express Co | +0.1% | -0.38% | Trim |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +1.84% | Add |
| 18 | ACN | Accenture plc | +0.1% | +26.08% | Add |
| 19 | CRM | Salesforce Inc | +0.1% | -1.24% | Trim |
| 20 | WMT | Walmart Inc | +0.1% | +1.47% | Add |
| 21 | CEG | Constellation Energy | +0.1% | +26.98% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | +3.41% | Add |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +14.12% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +0.82% | Add |
| 25 | PLD | Prologis Inc | 0% | +4.79% | Add |
| 26 | AMAT | Applied Materials Inc | 0% | +1.46% | Add |
| 27 | ARES | Ares Management CORP - A | 0% | +31.61% | Add |
| 28 | AVGO | Broadcom Inc | 0% | -0.68% | Trim |
| 29 | XOM | Exxon Mobil CORP | 0% | +0.79% | Add |
| 30 | ABBV | Abbvie Inc | 0% | +10.48% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +1.15% | Add |
| 32 | ETN | Eaton Corporation plc | -0.1% | -1.34% | Trim |
| 33 | MSTR | Strategy Inc | -0.1% | +15.77% | Add |
| 34 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -11.65% | Trim |
| 35 | ZTS | Zoetis Inc | -0.1% | -46.69% | Trim |
| 36 | WMB | Williams Cos Inc | -0.1% | -13.30% | Trim |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | -32.79% | Trim |
| 38 | URTH | Ishares Msci World ETF | -0.1% | -8.91% | Trim |
| 39 | SHW | Sherwin-williams Co/the | -0.1% | -0.35% | Trim |
| 40 | IDXX | Idexx Laboratories Inc | -0.1% | -57.09% | Trim |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | -17.42% | Trim |
| 42 | FISV | Fiserv Inc | -0.1% | -48.87% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.1% | -7.29% | Trim |
| 44 | NFLX | Netflix Inc | -0.1% | +912.92% | Add |
| 45 | IAU | Ishares Gold Trust | -0.1% | -59.60% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.2% | +3.32% | Add |
| 47 | HD | Home Depot Inc | -0.3% | -2.13% | Trim |
| 48 | ORCL | Oracle CORP | -0.3% | -7.76% | Trim |
| 49 | MSFT | Microsoft CORP | -0.4% | +1.50% | Add |
| 50 | FIX | Comfort Systems USA Inc | — | 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 770 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 NVDA, MSFT, AAPL) accounted for 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
FIX
市值: $12.9M
Top Position Liquidated / Trimmed
AVGO
前期市值: $252.4M
During Q4 2025, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included NVDA (6.0%)、MSFT (5.1%)、AAPL (4.9%). The largest single position, NVDA, represented 6.0% of total portfolio value.
In Q4 2025, Sumitomo Mitsui DS Asset Management Company, Ltd made 50 total portfolio adjustments, initiating 1 new buys, adding to 27 positions, trimming 22 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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