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CIK: 0001895612
Total reported value
$459.0M
$459.0M
131 檔
10.7%
As reported in its official Q1 2025 Form 13F filing, VELA Investment Management, LLC's tracked investment portfolio stood at $459.0M with 131 total positions.
VELA Investment Management, LLC executed strategic sector rebalancing during Q1 2025, establishing 8 new positions while fully exiting 16 holdings and trimming 47 positions.
In terms of portfolio concentration, the top 5 core holdings (including KEX, BRK-B, HUBG) accounted for 10.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
ADBE
市值: $1.7M
Top Position Liquidated / Trimmed
NVDA
前期市值: $10.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KEX | Kirby CORP | Stock-Industrials | 4.13% | -0.72% | +4.04% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.25% | -0.03% | -8.92% | |
| 3 | HUBG | Hub Group Inc-cl A | Stock-Other | 2.91% | -0.02% | -0.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.30% | -27.63% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | +0.03% | -16.92% | |
| 6 | GHC | Graham Holdings Co-class B | Stock-Industrials | 2.51% | — | -13.95% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | — | -47.62% | |
| 8 | CRTO | Criteo Sa-spon Adr | Stock-Other | 2.10% | -0.34% | +20.23% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | -0.27% | +4.89% | |
| 10 | SYY | Sysco CORP | Stock-Consumer Staples | 1.99% | -0.86% | EXIT | |
| 11 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.98% | — | +27.10% | |
| 12 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.67% | -0.03% | -0.15% | |
| 13 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.63% | -0.16% | +9.73% | |
| 14 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.54% | -0.02% | -0.47% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | +0.46% | -16.42% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.45% | +0.07% | +20.52% | |
| 17 | CSX | Csx CORP | Stock-Industrials | 1.43% | -0.02% | +91.86% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.19% | +71.15% | |
| 19 | AGI | Alamos Gold Inc-class A | Stock-Materials | 1.41% | -0.54% | -15.96% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.36% | +0.59% | -8.05% | |
| 21 | AXS | AXIS Capital Holdings Limited | Stock-Financials | 1.31% | +0.07% | -11.74% | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.27% | -0.04% | +23.61% | |
| 23 | VVV | Valvoline Inc | Stock-Consumer Disc | 1.26% | +0.08% | +36.93% | |
| 24 | MMM | 3m Co | Stock-Industrials | 1.18% | +0.02% | -5.73% | |
| 25 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.15% | +0.17% | +8.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.07% | -8.86% | |
| 27 | CIVI | Civitas Resources Inc | Stock-Other | 1.08% | — | -7.91% | |
| 28 | GBX | Greenbrier Companies Inc | Stock-Other | 1.07% | -0.12% | -33.29% | |
| 29 | FIS | Fidelity National Info Serv | Stock-Tech | 1.05% | -0.03% | +29.71% | |
| 30 | CPA | Copa Holdings, S.A. | Stock-Other | 1.02% | +0.30% | — | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.01% | -0.08% | EXIT | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.98% | — | +0.00% | |
| 33 | MAMA | Mama's Creations Inc | Stock-Other | 0.97% | +0.04% | +17.15% | |
| 34 | WIX | Wix.com Ltd. | Stock-Tech | 0.97% | -2.98% | EXIT | |
| 35 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.96% | +0.14% | +0.23% | |
| 36 | AGO | Assured Guaranty Ltd. | Stock-Financials | 0.95% | -0.05% | — | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.94% | — | +0.20% | |
| 38 | WHD | Cactus Inc - A | Stock-Other | 0.92% | +0.06% | +96.47% | |
| 39 | EHC | Encompass Health CORP | Stock-Healthcare | 0.91% | +0.36% | — | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.90% | +0.04% | -8.59% | |
| 41 | BRKR | Bruker CORP | Stock-Healthcare | 0.90% | +0.16% | +239.23% | |
| 42 | RRC | Range Resources CORP | Stock-Energy | 0.88% | -0.04% | -31.54% | |
| 43 | SEB | Seaboard CORP | Stock-Other | 0.82% | — | +1.15% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.05% | -7.60% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.24% | — | |
| 46 | SU | Suncor Energy Inc | Stock-Energy | 0.79% | -0.17% | +0.05% | |
| 47 | ADSK | Autodesk Inc | Stock-Tech | 0.77% | -0.13% | -26.78% | |
| 48 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 0.76% | +0.18% | +48.30% | |
| 49 | MOV | Movado Group Inc | Stock-Other | 0.75% | -0.07% | +26.26% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.73% | +0.27% | +53.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +0.7% | +91.86% | Add |
| 2 | SYY | Sysco CORP | +0.7% | +39.51% | Add |
| 3 | PEP | Pepsico Inc | +0.7% | +71.15% | Add |
| 4 | LECO | Lincoln Electric Holdings | +0.6% | +27.10% | Add |
| 5 | BRKR | Bruker CORP | +0.6% | +239.23% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -8.92% | Trim |
| 7 | ADBE | Adobe Inc | +0.5% | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | +0.5% | +4.89% | Add |
| 9 | ALGN | Align Technology Inc | +0.5% | +799.55% | Add |
| 10 | NFG | National Fuel Gas Co | +0.5% | NEW | New buy |
| 11 | WNC | Wabash National CORP | +0.5% | NEW | New buy |
| 12 | KEX | Kirby CORP | +0.4% | +4.04% | Add |
| 13 | NOC | Northrop Grumman CORP | +0.4% | +23.61% | Add |
| 14 | VVV | Valvoline Inc | +0.4% | +36.93% | Add |
| 15 | WHD | Cactus Inc - A | +0.4% | +96.47% | Add |
| 16 | AGI | Alamos Gold Inc-class A | +0.4% | -15.96% | Trim |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.4% | NEW | New buy |
| 18 | CRTO | Criteo Sa-spon Adr | +0.4% | +20.23% | Add |
| 19 | ACGL | Arch Capital Group Ltd. | +0.4% | +9.73% | Add |
| 20 | WIX | Wix.com Ltd. | +0.3% | +74.79% | Add |
| 21 | DOW | Dow Inc | +0.3% | NEW | New buy |
| 22 | NLOP | Net Lease Office Property | +0.3% | NEW | New buy |
| 23 | AGM | Federal Agric Mtg Corp-cl C | +0.3% | +48.30% | Add |
| 24 | T | At&t Inc | +0.3% | +0.00% | Add |
| 25 | FIS | Fidelity National Info Serv | +0.3% | +29.71% | Add |
| 26 | COKE | Coca-cola Consolidated Inc | +0.3% | -0.15% | Trim |
| 27 | LYB | LyondellBasell Industries N.V. | +0.3% | +177.84% | Add |
| 28 | BKNG | Booking Holdings Inc | +0.3% | +53.94% | Add |
| 29 | UBER | Uber Technologies Inc | +0.3% | +30.70% | Add |
| 30 | ZTS | Zoetis Inc | +0.3% | +42.70% | Add |
| 31 | ABT | Abbott Laboratories | +0.2% | -8.05% | Trim |
| 32 | DIS | Walt Disney Co/the | +0.2% | +20.52% | Add |
| 33 | 628 | Semrush Holdings Inc-a | +0.2% | +115.01% | Add |
| 34 | JBI | Janus International Group In | +0.2% | +48.25% | Add |
| 35 | MO | Altria Group Inc | +0.2% | +0.20% | Add |
| 36 | MMM | 3m Co | +0.2% | -5.73% | Trim |
| 37 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.2% | +50.19% | Add |
| 38 | IBP | Installed Building Products | +0.2% | NEW | New buy |
| 39 | MPLX | Mplx LP | +0.2% | +11.91% | Add |
| 40 | SEB | Seaboard CORP | +0.2% | +1.15% | Add |
| 41 | EHC | Encompass Health CORP | +0.2% | — | Unchanged |
| 42 | GHC | Graham Holdings Co-class B | +0.2% | -13.95% | Trim |
| 43 | TSN | Tyson Foods Inc-cl A | +0.2% | +45.61% | Add |
| 44 | MCHP | Microchip Technology Inc | +0.2% | +47.12% | Add |
| 45 | CPA | Copa Holdings, S.A. | +0.2% | — | Unchanged |
| 46 | ELV | Elevance Health Inc | +0.2% | +28.93% | Add |
| 47 | WOR | Worthington Enterprises Inc | +0.2% | +2.09% | Add |
| 48 | SU | Suncor Energy Inc | +0.2% | +0.05% | Add |
| 49 | BATRK | Atlanta Braves Holdings In-c | +0.2% | +0.23% | Add |
| 50 | WDAY | Workday Inc-class A | +0.1% | +70.39% | Add |
According to official SEC Form 13F filings, VELA Investment Management, LLC reported a total U.S. public equity portfolio value of $459.0M across 131 disclosed positions in Q1 2025.
During Q1 2025, VELA Investment Management, LLC's top holdings by market value included KEX (4.1%)、BRK-B (3.3%)、HUBG (2.9%). The largest single position, KEX, represented 4.1% of total portfolio value.
In Q1 2025, VELA Investment Management, LLC made 127 total portfolio adjustments, initiating 8 new buys, adding to 56 positions, trimming 47 holdings, and fully liquidating 16 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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