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CIK: 0000314169
Total reported value
$387.8M
$387.8M
65 檔
32.8%
At the close of Q2 2025, Terril Brothers, Inc. disclosed equity holdings valued at approximately $387.8M, spread across 65 reported holdings.
In Q2 2025, Terril Brothers, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 13.07% | +1.92% | -0.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.75% | +0.73% | -0.01% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 10.37% | -1.97% | -0.01% | |
| 4 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 6.62% | — | -0.35% | |
| 5 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 6.04% | +2.02% | +90.33% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 6.02% | -0.51% | -0.25% | |
| 7 | GMED | Globus Medical Inc - A | Stock-Healthcare | 5.64% | -1.07% | +7652.98% | |
| 8 | WES | Western Midstream Partners L | Stock-Energy | 5.36% | -0.04% | +0.16% | |
| 9 | KYN | Kayne Anderson Energy Infra | Stock-Other | 5.11% | +1.25% | +133.04% | |
| 10 | WWD | Woodward Inc | Stock-Industrials | 4.81% | +0.13% | — | |
| 11 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 4.38% | -0.16% | +481.03% | |
| 12 | SOLV | Solventum CORP | Stock-Healthcare | 2.76% | +0.69% | +15.29% | |
| 13 | MOS | Mosaic Co/the | Stock-Materials | 2.31% | -1.26% | -0.27% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.73% | -1.02% | EXIT | |
| 15 | SGOL | abrdn Physical Gold Shares ETF | ETF-Commodities | 1.66% | -1.19% | EXIT | |
| 16 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.46% | -0.07% | -0.39% | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 1.19% | -0.06% | — | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.14% | +0.03% | -51.09% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | +0.04% | +0.52% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.15% | +1.52% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.01% | +60.56% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +8.53% | |
| 23 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.41% | -0.09% | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | +0.02% | +1.45% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.08% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.04% | -0.69% | |
| 27 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.25% | — | — | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | -0.04% | +13.49% | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.22% | -0.07% | +0.87% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.04% | +8.15% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | — | — | |
| 32 | GLNG | Golar LNG Limited | Stock-Energy | 0.19% | -0.04% | +7.24% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.18% | — | -1.28% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | — | |
| 35 | NPKI | Npk International Inc | Stock-Other | 0.17% | — | -1.10% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.14% | — | -90.09% | |
| 37 | GE | General Electric | Stock-Industrials | 0.14% | +0.03% | +2.70% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.13% | +0.01% | — | |
| 39 | RSG | Republic Services Inc | Stock-Industrials | 0.13% | — | +40.67% | |
| 40 | ASTL | Algoma Steel Group Inc | Stock-Other | 0.13% | -0.01% | +39.44% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.13% | — | +44.83% | |
| 42 | L | Loews CORP | Stock-Financials | 0.12% | -0.15% | EXIT | |
| 43 | EXE | Expand Energy CORP | Stock-Energy | 0.12% | -0.02% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.11% | +0.02% | — | |
| 45 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.11% | — | -8.87% | |
| 46 | AME | Ametek Inc | Stock-Industrials | 0.11% | — | — | |
| 47 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.04% | +3.97% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.11% | -0.01% | — | |
| 50 | PWR | Quanta Services Inc | Stock-Industrials | 0.11% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GMED | Globus Medical Inc - A | +5.6% | +7652.98% | Add |
| 2 | CLIP | Global X 1-3 Month T-bill | +3.6% | +481.03% | Add |
| 3 | WBD | Warner Bros Discovery Inc | +3.1% | +90.33% | Add |
| 4 | C | Citigroup Inc | +2.3% | -0.32% | Trim |
| 5 | WWD | Woodward Inc | +1.3% | — | Unchanged |
| 6 | DIS | Walt Disney Co/the | +1.3% | -0.25% | Trim |
| 7 | MOS | Mosaic Co/the | +0.6% | -0.27% | Trim |
| 8 | EMO | Clearbridge Energy Midstream | +0.4% | NEW | New buy |
| 9 | SOLV | Solventum CORP | +0.4% | +15.29% | Add |
| 10 | KRE | Ss Spdr S&p Regional Bank | +0.4% | -0.35% | Trim |
| 11 | MSFT | Microsoft CORP | +0.3% | +60.56% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +0.52% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 14 | AME | Ametek Inc | +0.1% | NEW | New buy |
| 15 | EBAY | Ebay Inc | +0.1% | NEW | New buy |
| 16 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | NEW | New buy |
| 17 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.49% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 21 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | NEW | New buy |
| 22 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 23 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 24 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 25 | ASTL | Algoma Steel Group Inc | +0.1% | +39.44% | Add |
| 26 | NPKI | Npk International Inc | +0.1% | -1.10% | Trim |
| 27 | QCOM | Qualcomm Inc | +0.1% | -1.71% | Trim |
| 28 | AQN | Algonquin Power & Utilities | 0% | NEW | New buy |
| 29 | BAC | Bank Of America CORP | 0% | +1.45% | Add |
| 30 | L | Loews CORP | 0% | +48.32% | Add |
| 31 | RSG | Republic Services Inc | 0% | +40.67% | Add |
| 32 | LIN | Linde plc | 0% | +44.83% | Add |
| 33 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 34 | GE | General Electric | 0% | +2.70% | Add |
| 35 | BA | Boeing Co/the | 0% | -1.28% | Trim |
| 36 | GLNG | Golar LNG Limited | 0% | +7.24% | Add |
| 37 | WMT | Walmart Inc | 0% | -0.69% | Trim |
| 38 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | 0% | +1.52% | Add |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 41 | OREUR | Osisko Gold Royalties LTD | -0.1% | EXIT | Sold out |
| 42 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | Sold out |
| 43 | ✓ | -0.1% | EXIT | Sold out | |
| 44 | WES | Western Midstream Partners L | -0.2% | +0.16% | Add |
| 45 | GLD | Spdr Gold Shares | -0.3% | EXIT | Sold out |
| 46 | VZ | Verizon Communications Inc | -0.4% | -0.01% | Trim |
| 47 | AAPL | Apple Inc | -0.8% | -0.01% | Trim |
| 48 | MMM | 3m Co | -1.1% | -51.09% | Trim |
| 49 | CLF | Cleveland-cliffs Inc | -1.4% | EXIT | Sold out |
| 50 | KYN | Kayne Anderson Energy Infra | -16.7% | +133.04% | Add |
According to official SEC Form 13F filings, Terril Brothers, Inc. reported a total U.S. public equity portfolio value of $387.8M across 65 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 C, AAPL, VZ) accounted for 32.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
EMO
市值: $1.1M
Top Position Liquidated / Trimmed
CLF
前期市值: $3.7M
During Q2 2025, Terril Brothers, Inc.'s top holdings by market value included C (13.1%)、AAPL (11.8%)、VZ (10.4%). The largest single position, C, represented 13.1% of total portfolio value.
In Q2 2025, Terril Brothers, Inc. made 47 total portfolio adjustments, initiating 13 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 6 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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