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CIK: 0001730565
Total reported value
$526.2M
$526.2M
23 檔
21.2%
In Q1 2025, Unio Capital LLC's U.S. equity holdings reached a combined market value of $526.2M, distributed across 23 disclosed stock positions.
In Q1 2025, Unio Capital LLC displayed an active expansion posture, initiating 23 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CI, CB, MSFT) accounted for 21.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | Stock-Healthcare | 12.02% | — | -0.19% | |
| 2 | CB | Chubb Limited | Stock-Financials | 11.25% | -0.85% | -0.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.24% | -1.19% | +31.83% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.30% | +0.84% | -3.05% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.93% | -1.87% | -1.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | +0.67% | +14.10% | |
| 7 | GE | General Electric | Stock-Industrials | 5.83% | — | -3.06% | |
| 8 | AON | Aon plc | Stock-Financials | 5.57% | — | -1.82% | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 5.54% | -0.80% | -0.68% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.42% | -1.42% | -2.39% | |
| 11 | SAP | Sap Se-sponsored Adr | Stock-Tech | 5.18% | — | -4.17% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.82% | — | -1.86% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 4.63% | -0.19% | -1.20% | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 4.35% | — | -2.06% | |
| 15 | IT | Gartner Inc | Stock-Tech | 3.77% | — | -1.08% | |
| 16 | MAR | Marriott International -cl A | Stock-Consumer Disc | 3.50% | — | -2.82% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.03% | -3.06% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | — | +0.34% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.03% | -62.97% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | -0.06% | EXIT | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | — | — | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.05% | EXIT | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | — | NEW | New buy |
| 2 | CB | Chubb Limited | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | GE | General Electric | — | NEW | New buy |
| 8 | AON | Aon plc | — | NEW | New buy |
| 9 | CTAS | Cintas CORP | — | NEW | New buy |
| 10 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 11 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 14 | ADI | Analog Devices Inc | — | NEW | New buy |
| 15 | IT | Gartner Inc | — | NEW | New buy |
| 16 | MAR | Marriott International -cl A | — | NEW | New buy |
| 17 | AAPL | Apple Inc | — | NEW | New buy |
| 18 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 19 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 20 | ABBV | Abbvie Inc | — | NEW | New buy |
| 21 | AMGN | Amgen Inc | — | NEW | New buy |
| 22 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 23 | KO | Coca-cola Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Unio Capital LLC reported a total U.S. public equity portfolio value of $526.2M across 23 disclosed positions in Q1 2025.
During Q1 2025, Unio Capital LLC's top holdings by market value included CI (12.0%)、CB (11.3%)、MSFT (7.2%). The largest single position, CI, represented 12.0% of total portfolio value.
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Top New Position Initiated
CI
市值: $31.3M
In Q1 2025, Unio Capital LLC made 23 total portfolio adjustments, initiating 23 new buys, adding to 0 positions, trimming 0 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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