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CIK: 0001832237
Total reported value
$619.9M
$619.9M
87 檔
23.9%
At the close of Q2 2025, Te Ahumairangi Investment Management Ltd disclosed equity holdings valued at approximately $619.9M, spread across 87 reported holdings.
In Q2 2025, Te Ahumairangi Investment Management Ltd displayed an active expansion posture, initiating 3 new positions and adding to 65 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.27% | +0.48% | -0.94% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 6.20% | -0.79% | +21.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.89% | -0.01% | +29.14% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | -0.06% | +20.37% | |
| 5 | EG | Everest Group, Ltd. | Stock-Financials | 2.53% | +0.25% | +15.77% | |
| 6 | VRSN | Verisign Inc | Stock-Tech | 2.44% | -0.07% | -2.63% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | -0.12% | +13.37% | |
| 8 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.09% | +0.09% | +10.48% | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.07% | -0.36% | +4.41% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.07% | +0.18% | +17.00% | |
| 11 | C | Citigroup Inc | Stock-Financials | 2.05% | -0.02% | +1.20% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.18% | +14.08% | |
| 13 | GWW | Ww Grainger Inc | Stock-Industrials | 1.87% | +0.16% | +18.58% | |
| 14 | KR | Kroger Co | Stock-Consumer Staples | 1.63% | -0.22% | +7.47% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.55% | -0.23% | +11.47% | |
| 16 | DVA | Davita Inc | Stock-Healthcare | 1.50% | — | +39.09% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.12% | +18.69% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | -0.04% | -16.07% | |
| 19 | STLA | Stellantis N.V. | Stock-Consumer Disc | 1.35% | -0.25% | +40.84% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | +0.01% | +7.74% | |
| 21 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.31% | +0.02% | -1.38% | |
| 22 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.29% | +0.06% | +2.42% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.08% | +12.36% | |
| 24 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.24% | +0.17% | +4.86% | |
| 25 | ED | Consolidated Edison Inc | Stock-Utilities | 1.20% | +0.02% | +16.16% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.18% | -0.09% | +19.34% | |
| 27 | ELV | Elevance Health Inc | Stock-Healthcare | 1.13% | -0.01% | +42.48% | |
| 28 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.08% | +0.16% | +6.10% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.08% | -0.07% | +16.16% | |
| 30 | CI | THE Cigna Group | Stock-Healthcare | 1.07% | — | +0.53% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.54% | +41.41% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | -0.10% | +1.51% | |
| 33 | NEM | Newmont CORP | Stock-Materials | 0.99% | -0.38% | -10.67% | |
| 34 | GM | General Motors Co | Stock-Consumer Disc | 0.96% | -0.01% | +19.59% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.95% | +0.28% | +34.38% | |
| 36 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.91% | -0.05% | +1.45% | |
| 37 | JBL | Jabil Inc | Stock-Tech | 0.89% | +0.01% | +8.14% | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.89% | -0.23% | -5.92% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.89% | +0.01% | +3.18% | |
| 40 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.88% | — | -5.83% | |
| 41 | WPC | Wp Carey Inc | Stock-Real Estate | 0.88% | +0.03% | +5.25% | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.88% | +0.04% | +8.17% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.87% | -0.03% | +12.12% | |
| 44 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.86% | -0.14% | +8.03% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.83% | -0.06% | +7.82% | |
| 46 | HPQ | Hp Inc | Stock-Tech | 0.82% | -0.13% | +19.77% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | +0.10% | -6.03% | |
| 48 | TD | Toronto-dominion Bank | Stock-Financials | 0.81% | +0.02% | +3.32% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.03% | +15.46% | |
| 50 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.75% | -0.28% | -1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.94% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +20.37% | Add |
| 3 | ADBE | Adobe Inc | +0.6% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.5% | +41.41% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +13.37% | Add |
| 6 | CCI | Crown Castle Inc | +0.4% | NEW | New buy |
| 7 | REGN | Regeneron Pharmaceuticals | +0.3% | +302.97% | Add |
| 8 | JBL | Jabil Inc | +0.3% | +8.14% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +35.44% | Add |
| 10 | ABNB | Airbnb Inc-class A | +0.2% | +144.31% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +17.00% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -16.07% | Trim |
| 13 | GDDY | Godaddy Inc - Class A | +0.1% | +48.98% | Add |
| 14 | DVA | Davita Inc | +0.1% | +39.09% | Add |
| 15 | STLA | Stellantis N.V. | +0.1% | +40.84% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +12.36% | Add |
| 17 | GWW | Ww Grainger Inc | +0.1% | +18.58% | Add |
| 18 | MDT | Medtronic plc | +0.1% | +34.38% | Add |
| 19 | UBER | Uber Technologies Inc | +0.1% | +14.72% | Add |
| 20 | ELV | Elevance Health Inc | +0.1% | +42.48% | Add |
| 21 | DIS | Walt Disney Co/the | +0.1% | +3.18% | Add |
| 22 | DECK | Deckers Outdoor CORP | +0.1% | +50.38% | Add |
| 23 | TD | Toronto-dominion Bank | +0.1% | +3.32% | Add |
| 24 | ARW | Arrow Electronics Inc | +0.1% | +5.07% | Add |
| 25 | C | Citigroup Inc | +0.1% | +1.20% | Add |
| 26 | GM | General Motors Co | +0.1% | +19.59% | Add |
| 27 | ACN | Accenture plc | +0.1% | +39.72% | Add |
| 28 | MFG | Mizuho Financial Group-adr | +0.1% | NEW | New buy |
| 29 | AAPL | Apple Inc | 0% | +29.14% | Add |
| 30 | CAH | Cardinal Health Inc | 0% | +1.45% | Add |
| 31 | EXC | Exelon CORP | 0% | +31.33% | Add |
| 32 | VTRS | Viatris Inc | 0% | +247.67% | Add |
| 33 | IBM | Intl Business Machines CORP | 0% | +1.51% | Add |
| 34 | ROIV | Roivant Sciences Ltd. | 0% | +11.90% | Add |
| 35 | LH | Labcorp Holdings Inc | 0% | +6.10% | Add |
| 36 | RY | Royal Bank Of Canada | 0% | +2.87% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | +34.77% | Add |
| 38 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +46.90% | Add |
| 39 | GILD | Gilead Sciences Inc | — | +19.34% | Add |
| 40 | GOOG | Alphabet Inc-cl C | — | +2.35% | Add |
| 41 | ORCL | Oracle CORP | 0% | -25.37% | Trim |
| 42 | MRSH | Marsh & Mclennan Cos | 0% | +29.26% | Add |
| 43 | UPS | United Parcel Service-cl B | 0% | +24.36% | Add |
| 44 | WPM | Wheaton Precious Metals CORP | 0% | -1.40% | Trim |
| 45 | WST | West Pharmaceutical Services | 0% | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | 0% | +14.08% | Add |
| 47 | RIO | Rio Tinto Plc-spon Adr | 0% | — | Unchanged |
| 48 | SMFG | Sumitomo Mitsui-spons Adr | -0.1% | -34.63% | Trim |
| 49 | PSA | Public Storage | -0.1% | +12.12% | Add |
| 50 | CVS | Cvs Health CORP | -0.1% | +7.82% | Add |
According to official SEC Form 13F filings, Te Ahumairangi Investment Management Ltd reported a total U.S. public equity portfolio value of $619.9M across 87 disclosed positions in Q2 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 MSFT, VZ, AAPL) accounted for 23.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ADBE
市值: $3.2M
Top Position Liquidated / Trimmed
MSFT
前期市值: $35.2M
During Q2 2025, Te Ahumairangi Investment Management Ltd's top holdings by market value included MSFT (8.3%)、VZ (6.2%)、AAPL (4.9%). The largest single position, MSFT, represented 8.3% of total portfolio value.
In Q2 2025, Te Ahumairangi Investment Management Ltd made 85 total portfolio adjustments, initiating 3 new buys, adding to 65 positions, trimming 17 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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