13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769060
Total reported value
$255.5M
$255.5M
32 檔
72.3%
As reported in its official Q4 2025 Form 13F filing, Tull Financial Group, Inc.'s tracked investment portfolio stood at $255.5M with 32 total positions.
In Q4 2025, Tull Financial Group, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 23.07% | +0.74% | +1.02% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 15.99% | +0.28% | -0.03% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 15.88% | -1.44% | +3.03% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.76% | -0.46% | +2.97% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.45% | -0.03% | -0.06% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.72% | -0.41% | +1.49% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.75% | +0.68% | +4.57% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.29% | -3.15% | +2.41% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.82% | -0.09% | -31.59% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | -0.02% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.01% | +0.13% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.04% | +19.43% | |
| 13 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.43% | -0.02% | -0.57% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.02% | +3.09% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.03% | -4.63% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +1.13% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.02% | +35.89% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | +9.98% | |
| 19 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.21% | +0.05% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | — | +36.66% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +3.49% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | +1.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | — | +14.06% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | +0.18% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.02% | +2.81% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | — | +4.06% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.03% | +107.52% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | -1.59% | |
| 30 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.10% | — | — | |
| 31 | TOWN | Towne Bank | Stock-Other | 0.09% | — | -26.89% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | +0.08% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +2.97% | Add |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.3% | +1.49% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +4.57% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.02% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +19.43% | Add |
| 6 | AMZN | Amazon.com Inc | +0.1% | +35.89% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.1% | +36.66% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | 0% | +3.09% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +9.98% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | 0% | +14.06% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | 0% | +3.49% | Add |
| 12 | XLK | Ss Technology Select Sector | 0% | +107.52% | Add |
| 13 | VOOV | Vanguard S&p 500 Value ETF | — | +4.06% | Add |
| 14 | TSLA | Tesla Inc | — | +1.13% | Add |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | — | +0.18% | Add |
| 16 | IXN | Ishares Global Tech ETF | — | — | Unchanged |
| 17 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 18 | IEF | Ishares 7-10 Year Treasury B | — | +1.26% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 20 | PG | Procter & Gamble Co/the | 0% | +2.81% | Add |
| 21 | NVDA | Nvidia CORP | 0% | +0.13% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | -1.59% | Trim |
| 23 | NSC | Norfolk Southern CORP | 0% | -0.57% | Trim |
| 24 | TOWN | Towne Bank | 0% | -26.89% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.41% | Add |
| 26 | MSFT | Microsoft CORP | -0.1% | -4.63% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.06% | Trim |
| 28 | VCRB | Vanguard Core Bond ETF | -0.1% | +3.03% | Add |
| 29 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -31.59% | Trim |
| 30 | JQUA | Jpmorgan US Quality Factor | -0.4% | -0.03% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 33 | DLTR | Dollar Tree Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tull Financial Group, Inc. reported a total U.S. public equity portfolio value of $255.5M across 32 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 SPYM, JQUA, VCRB) accounted for 72.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $319.6K
Top Position Liquidated / Trimmed
ORCL
前期市值: $281.2K
During Q4 2025, Tull Financial Group, Inc.'s top holdings by market value included SPYM (23.1%)、JQUA (16.0%)、VCRB (15.9%). The largest single position, SPYM, represented 23.1% of total portfolio value.
In Q4 2025, Tull Financial Group, Inc. made 30 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.