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: 0001132699
Total reported value
$1.6B
$1.6B
288 檔
27.7%
The Q3 2025 SEC filing reveals that Vestor Capital, LLC held a total portfolio value of $1.6B, covering 288 public equity positions.
In Q3 2025, Vestor Capital, LLC displayed an active expansion posture, initiating 13 new positions and adding to 15 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, AAPL, AVGO) accounted for 27.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.21% | -2.77% | -56.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.06% | -6.07% | +55.20% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.33% | -2.80% | +247.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -2.80% | +7029.58% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.87% | -2.56% | +12239.74% | |
| 6 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 4.73% | -0.07% | EXIT | |
| 7 | ✓ | Stock-Other | 4.65% | — | +18626.01% | ||
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.19% | -3.40% | +16113.08% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | -3.24% | -42.72% | |
| 10 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 3.07% | — | — | |
| 11 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 2.92% | -2.07% | +10570.58% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.83% | -1.37% | +2795.38% | |
| 13 | EVLN | Eaton Vance Floating-rate | ETF-Other | 2.20% | — | — | |
| 14 | APP | Applovin Corp-class A | Stock-Tech | 2.14% | +0.04% | -80.39% | |
| 15 | C | Citigroup Inc | Stock-Financials | 1.96% | -2.41% | +1899.52% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 1.74% | -2.44% | +12219.35% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.45% | -0.43% | +5159.89% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.32% | +4.78% | +2959.16% | |
| 19 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.31% | -1.50% | +46112.15% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.21% | -0.02% | +8211.05% | |
| 21 | ✓ | Stock-Other | 1.19% | — | +6835.11% | ||
| 22 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.03% | — | +9577.78% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.34% | +3111.69% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.01% | — | — | |
| 25 | NBIS | Nebius Group N.V. | Stock-Other | 1.00% | -0.36% | +19002.06% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 1.00% | -1.14% | +335.20% | |
| 27 | ANETEUR | Arista Networks Inc | Stock-Other | 0.93% | -0.02% | +19.89% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.93% | -1.36% | +1694.56% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | — | — | |
| 30 | VSDB | Vanguard Short Dur Bond ETF | ETF-Other | 0.88% | — | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -1.01% | +9325.15% | |
| 32 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.75% | — | -74.99% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.76% | +19405.50% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.71% | -0.11% | +11285.55% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.88% | +34707.07% | |
| 36 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.68% | -0.01% | EXIT | |
| 37 | U | Unity Software Inc | Stock-Tech | 0.68% | — | — | |
| 38 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.64% | — | — | |
| 39 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.63% | -0.90% | — | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.54% | EXIT | |
| 41 | CEG | Constellation Energy | Stock-Utilities | 0.61% | +0.39% | +51.40% | |
| 42 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.51% | -1.47% | +33.08% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.51% | -0.44% | -10.09% | |
| 44 | COF | Capital One Financial CORP | Stock-Financials | 0.51% | — | -27.67% | |
| 45 | GE | General Electric | Stock-Industrials | 0.50% | -0.59% | +204.58% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | -0.47% | +683.22% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.48% | +0.56% | +748.36% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | -3.71% | +1472.54% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.46% | — | +24114.33% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.02% | +19853.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +4.5% | -56.44% | Add |
| 2 | AVGO | Broadcom Inc | +2.3% | +247.00% | Add |
| 3 | ✓ | +1.4% | +18626.01% | Add | |
| 4 | ORCL | Oracle CORP | +1.2% | +2959.16% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +1.1% | +16113.08% | Add |
| 6 | MSFT | Microsoft CORP | +0.9% | +7029.58% | Add |
| 7 | ANETEUR | Arista Networks Inc | +0.9% | +19.89% | Add |
| 8 | GEV | GE Vernova Inc | +0.8% | +335.20% | Add |
| 9 | NBIS | Nebius Group N.V. | +0.8% | +19002.06% | Add |
| 10 | AAPL | Apple Inc | +0.8% | +55.20% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.6% | +2795.38% | Add |
| 12 | XLC | Ss Comm Select Sector Spdr | +0.5% | -10.09% | Add |
| 13 | GE | General Electric | +0.5% | +204.58% | Add |
| 14 | MS | Morgan Stanley | +0.3% | +12219.35% | Add |
| 15 | NFLX | Netflix Inc | +0.3% | +8211.05% | Add |
| 16 | META | Meta Platforms Inc-class A | 0% | +12239.74% | Trim |
| 17 | PG | Procter & Gamble Co/the | -0.6% | -31.41% | Trim |
| 18 | WM | Waste Management Inc | -0.6% | -35.31% | Trim |
| 19 | SPOT | Spotify Technology S.A. | -0.6% | — | Trim |
| 20 | SNOW | Snowflake Inc | -0.7% | +2388.87% | Trim |
| 21 | V | Visa Inc-class A Shares | -0.8% | +320.65% | Trim |
| 22 | SPGI | S&p Global Inc | -0.8% | +2321.51% | Trim |
| 23 | RPRX | Royalty Pharma plc | -0.9% | +1356.96% | Trim |
| 24 | ISRG | Intuitive Surgical Inc | -1% | -92.19% | Trim |
| 25 | MCK | Mckesson CORP | -1.2% | +1125.20% | Trim |
| 26 | WFC | Wells Fargo & Co | -1.2% | +15003.46% | Trim |
| 27 | XLE | Ss Energy Select Sector | -1.4% | +1472.54% | Trim |
| 28 | CAH | Cardinal Health Inc | -1.5% | +33.08% | Trim |
| 29 | LLY | Eli Lilly & Co | -1.5% | -74.21% | Trim |
| 30 | JNJ | Johnson & Johnson | -1.6% | +186.04% | Trim |
| 31 | FISV | Fiserv Inc | -2.4% | -95.30% | Trim |
| 32 | ✓ | -2.6% | -72.14% | Trim | |
| 33 | XLF | Ss Financial Select Sector | -8.1% | -45.97% | Trim |
| 34 | IETC | Ishares U.s. Tech Independen | — | NEW | New buy |
| 35 | EVSD | Eaton Vance Shrt Dur Inc | — | NEW | New buy |
| 36 | JTEK | Jpmorgan US Tech Leaders | — | NEW | New buy |
| 37 | EVLN | Eaton Vance Floating-rate | — | NEW | New buy |
| 38 | APP | Applovin Corp-class A | — | NEW | New buy |
| 39 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 40 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 41 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 42 | VSDB | Vanguard Short Dur Bond ETF | — | NEW | New buy |
| 43 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 44 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 45 | U | Unity Software Inc | — | NEW | New buy |
| 46 | JLL | Jones Lang Lasalle Inc | — | EXIT | Sold out |
| 47 | RBLX | Roblox CORP -class A | — | NEW | New buy |
| 48 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 49 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 50 | FOUR | Shift4 Payments Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vestor Capital, LLC reported a total U.S. public equity portfolio value of $1.6B across 288 disclosed positions in Q3 2025.
During Q3 2025, Vestor Capital, LLC's top holdings by market value included GOOG (6.2%)、AAPL (6.1%)、AVGO (5.3%). The largest single position, GOOG, represented 6.2% 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.
Top New Position Initiated
IETC
市值: $73.8M
Top Position Liquidated / Trimmed
BDX
前期市值: $26.7M
In Q3 2025, Vestor Capital, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 4 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.