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CIK: 0000314169
Total reported value
$387.8M
$387.8M
77 檔
41.6%
During the Q3 2025 filing period, Terril Brothers, Inc. (CIK: 0000314169) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $387.8M across 77 reported positions.
In Q3 2025, Terril Brothers, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 12.49% | +1.92% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.73% | +0.73% | — | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 9.04% | -1.97% | +6.63% | |
| 4 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 8.32% | +2.02% | +0.51% | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 7.34% | -0.51% | +64.11% | |
| 6 | SOLV | Solventum CORP | Stock-Healthcare | 5.86% | +0.69% | +174.57% | |
| 7 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 5.67% | — | -0.05% | |
| 8 | GMED | Globus Medical Inc - A | Stock-Healthcare | 5.58% | -1.07% | +26.80% | |
| 9 | KYN | Kayne Anderson Energy Infra | Stock-Other | 5.47% | +1.25% | +36.94% | |
| 10 | WES | Western Midstream Partners L | Stock-Energy | 4.77% | -0.04% | +8.95% | |
| 11 | WWD | Woodward Inc | Stock-Industrials | 3.99% | +0.13% | — | |
| 12 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.57% | -0.16% | -26.99% | |
| 13 | MOS | Mosaic Co/the | Stock-Materials | 1.79% | -1.26% | +1.37% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.45% | -1.02% | EXIT | |
| 15 | SGOL | abrdn Physical Gold Shares ETF | ETF-Commodities | 1.31% | -1.19% | EXIT | |
| 16 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.17% | -0.07% | -0.80% | |
| 17 | MMM | 3m Co | Stock-Industrials | 0.93% | +0.03% | +0.13% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.04% | -0.16% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 0.91% | -0.06% | — | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.49% | -0.01% | +627.38% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.15% | +7.52% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.08% | +42.91% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.01% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | +13.47% | |
| 25 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.31% | -0.09% | +1.11% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | +0.02% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.23% | -0.04% | -8.36% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.04% | -0.69% | |
| 29 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.22% | — | — | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.18% | -0.07% | +0.66% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.04% | — | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.16% | +0.26% | +21.21% | |
| 34 | L | Loews CORP | Stock-Financials | 0.15% | -0.15% | EXIT | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.15% | — | +91.82% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.15% | — | +47.76% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | — | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.15% | — | — | |
| 39 | GLNG | Golar LNG Limited | Stock-Energy | 0.15% | -0.04% | — | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.14% | — | +42.31% | |
| 41 | NPKI | Npk International Inc | Stock-Other | 0.14% | — | -23.68% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.13% | — | +91.57% | |
| 43 | OR | Or Royalties Inc | Stock-Other | 0.13% | -0.02% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.13% | +0.03% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.04% | +31.39% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.12% | — | +85.26% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | +0.01% | — | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GMED | Globus Medical Inc - A | +5.5% | +26.80% | Add |
| 2 | WBD | Warner Bros Discovery Inc | +5.4% | +0.51% | Add |
| 3 | SOLV | Solventum CORP | +3.5% | +174.57% | Add |
| 4 | DIS | Walt Disney Co/the | +2.6% | +64.11% | Add |
| 5 | CLIP | Global X 1-3 Month T-bill | +1.8% | -26.99% | Add |
| 6 | C | Citigroup Inc | +1.7% | -0.44% | Trim |
| 7 | WWD | Woodward Inc | +0.5% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +42.91% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | — | Add |
| 10 | MOS | Mosaic Co/the | +0.1% | +1.37% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -8.36% | Add |
| 12 | NGDN | New Gold Inc | +0.1% | +386.00% | Add |
| 13 | L | Loews CORP | +0.1% | +42.09% | Add |
| 14 | ORLY | O'reilly Automotive Inc | +0.1% | +91.82% | Add |
| 15 | LIN | Linde plc | +0.1% | +47.76% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -0.16% | Add |
| 17 | INTC | Intel CORP | +0.1% | +21.21% | Add |
| 18 | QCOM | Qualcomm Inc | -0.2% | — | Trim |
| 19 | ET | Energy Transfer LP | -0.3% | — | Unchanged |
| 20 | KRE | Ss Spdr S&p Regional Bank | -0.6% | -0.05% | Trim |
| 21 | AAPL | Apple Inc | -0.8% | — | Trim |
| 22 | WES | Western Midstream Partners L | -0.8% | +8.95% | Add |
| 23 | MMM | 3m Co | -1.3% | +0.13% | Trim |
| 24 | VZ | Verizon Communications Inc | -1.7% | +6.63% | Add |
| 25 | KYN | Kayne Anderson Energy Infra | -16.3% | +36.94% | Add |
| 26 | CLF | Cleveland-cliffs Inc | — | EXIT | Sold out |
| 27 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 28 | EMO | Clearbridge Energy Midstream | — | NEW | New buy |
| 29 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 30 | OR | Or Royalties Inc | — | NEW | New buy |
| 31 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 35 | MO | Altria Group Inc | — | NEW | New buy |
| 36 | DUK | Duke Energy CORP | — | NEW | New buy |
| 37 | COR | Cencora Inc | — | NEW | New buy |
| 38 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 39 | PWR | Quanta Services Inc | — | NEW | New buy |
| 40 | PPL | Ppl CORP | — | NEW | New buy |
| 41 | AEP | American Electric Power | — | NEW | New buy |
| 42 | ECL | Ecolab Inc | — | NEW | New buy |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 44 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | New buy |
| 45 | ✓ | — | EXIT | Sold out | |
| 46 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 47 | AQN | Algonquin Power & Utilities | — | NEW | New buy |
| 48 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 49 | ABBV | Abbvie Inc | — | NEW | New buy |
| 50 | OREUR | Osisko Gold Royalties LTD | — | EXIT | Sold out |
According to official SEC Form 13F filings, Terril Brothers, Inc. reported a total U.S. public equity portfolio value of $387.8M across 77 disclosed positions in Q3 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 41.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPLV
市值: $1.6M
Top Position Liquidated / Trimmed
CLF
前期市值: $3.7M
During Q3 2025, Terril Brothers, Inc.'s top holdings by market value included C (12.5%)、AAPL (11.7%)、VZ (9.0%). The largest single position, C, represented 12.5% of total portfolio value.
In Q3 2025, Terril Brothers, Inc. made 48 total portfolio adjustments, initiating 21 new buys, adding to 18 positions, trimming 5 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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