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CIK: 0001870012
Total reported value
$404.8M
$404.8M
1080 檔
54.9%
At the close of Q4 2025, Tucker Asset Management LLC disclosed equity holdings valued at approximately $404.8M, spread across 1080 reported holdings.
In Q4 2025, Tucker Asset Management LLC displayed an active expansion posture, initiating 116 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1080 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.65% | +1.92% | +2.48% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.03% | +2.88% | +3.73% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 10.75% | -9.40% | -0.68% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.83% | +0.47% | -8.79% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.50% | -0.14% | +0.54% | |
| 6 | AMRX | Amneal Pharmaceuticals Inc | Stock-Other | 3.71% | +0.56% | -9.00% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.09% | -0.33% | -39.42% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.73% | -0.52% | -0.87% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.06% | +0.05% | +0.40% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.01% | -0.03% | -14.42% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-Other | 0.94% | -0.43% | -17.19% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | — | -20.17% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +1.18% | +47.76% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 0.87% | -0.18% | -22.89% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.85% | -1.45% | +8649.42% | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.72% | +0.09% | +3.41% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.55% | -0.04% | +36.64% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.05% | -0.32% | |
| 19 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.46% | — | +3.43% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.05% | -17.02% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.38% | +0.06% | -3.55% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | — | +23.97% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.10% | +5.89% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | +2.88% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.04% | -42.60% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.26% | -0.10% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | -0.02% | -3.69% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.23% | -0.01% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | -4.48% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | +0.21% | NEW | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | -1.06% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.19% | — | +94.07% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.12% | -0.75% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.01% | -6.10% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.18% | -0.02% | -7.75% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | — | +4.57% | |
| 37 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.16% | +0.04% | -8.04% | |
| 38 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.15% | -0.02% | — | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.15% | — | +54544.44% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.14% | -0.04% | -8.93% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.04% | -11.71% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.03% | -2.95% | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.12% | -0.02% | -3.64% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.12% | -0.04% | -7.41% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.05% | -11.99% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | +2.52% | |
| 47 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.11% | -0.01% | +72.15% | |
| 48 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.11% | -0.03% | +57.05% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.05% | +52.19% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | -0.02% | +0.65% |
According to official SEC Form 13F filings, Tucker Asset Management LLC reported a total U.S. public equity portfolio value of $404.8M across 1080 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 SPY, QQQ, FTSM) accounted for 54.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SHW
市值: $777.0K
Top Position Liquidated / Trimmed
PSN
前期市值: $950.7K
During Q4 2025, Tucker Asset Management LLC's top holdings by market value included SPY (28.6%)、QQQ (12.0%)、FTSM (10.8%). The largest single position, SPY, represented 28.6% of total portfolio value.
In Q4 2025, Tucker Asset Management LLC made 199 total portfolio adjustments, initiating 116 new buys, adding to 31 positions, trimming 45 holdings, and fully liquidating 7 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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