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: 0001730565
Total reported value
$526.2M
$526.2M
21 檔
30.3%
During the Q2 2025 filing period, Unio Capital LLC (CIK: 0001730565) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $526.2M across 21 reported positions.
In Q2 2025, Unio Capital LLC displayed an active expansion posture, initiating 1 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | Stock-Healthcare | 11.79% | — | +27.12% | |
| 2 | CB | Chubb Limited | Stock-Financials | 10.26% | -0.85% | +23.79% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 9.00% | -1.87% | +88.77% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.72% | -1.19% | +18.33% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.22% | +0.67% | +40.13% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.78% | +0.84% | +26.73% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 5.77% | -0.80% | +25.15% | |
| 8 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.62% | -1.42% | +23.07% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.50% | — | +28.86% | |
| 10 | GE | General Electric | Stock-Industrials | 5.06% | — | -12.15% | |
| 11 | SAP | Sap Se-sponsored Adr | Stock-Tech | 5.00% | — | +11.04% | |
| 12 | PH | Parker Hannifin CORP | Stock-Industrials | 4.82% | -0.19% | +18.13% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 4.80% | — | +21.92% | |
| 14 | AON | Aon plc | Stock-Financials | 4.69% | — | +22.65% | |
| 15 | IT | Gartner Inc | Stock-Tech | 4.13% | — | +48.38% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.50% | -0.03% | -0.36% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | -0.03% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | -0.06% | EXIT | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.07% | -0.05% | EXIT | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.07% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +3.1% | +88.77% | Add |
| 2 | MSFT | Microsoft CORP | +1.5% | +18.33% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | +40.13% | Add |
| 4 | AMZN | Amazon.com Inc | +0.7% | +28.86% | Add |
| 5 | ADI | Analog Devices Inc | +0.5% | +21.92% | Add |
| 6 | IT | Gartner Inc | +0.4% | +48.38% | Add |
| 7 | CTAS | Cintas CORP | +0.2% | +25.15% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | +23.07% | Add |
| 9 | PH | Parker Hannifin CORP | +0.2% | +18.13% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 11 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 12 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 13 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 14 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 15 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 16 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | EXIT | Sold out |
| 17 | SAP | Sap Se-sponsored Adr | -0.2% | +11.04% | Add |
| 18 | CI | THE Cigna Group | -0.2% | +27.12% | Add |
| 19 | LLY | Eli Lilly & Co | -0.5% | +26.73% | Add |
| 20 | AAPL | Apple Inc | -0.6% | -0.36% | Trim |
| 21 | GE | General Electric | -0.8% | -12.15% | Trim |
| 22 | AON | Aon plc | -0.9% | +22.65% | Add |
| 23 | CB | Chubb Limited | -1% | +23.79% | Add |
| 24 | MAR | Marriott International -cl A | -3.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Unio Capital LLC reported a total U.S. public equity portfolio value of $526.2M across 21 disclosed positions in Q2 2025.
During Q2 2025, Unio Capital LLC's top holdings by market value included CI (11.8%)、CB (10.3%)、COST (9.0%). The largest single position, CI, represented 11.8% of total portfolio value.
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 CI, CB, COST) accounted for 30.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
GOOG
市值: $169.9K
Top Position Liquidated / Trimmed
MAR
前期市值: $9.1M
In Q2 2025, Unio Capital LLC made 20 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 2 holdings, and fully liquidating 3 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.