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CIK: 0001132699
Total reported value
$1.6B
$1.6B
265 檔
31.1%
During the Q4 2025 filing period, Vestor Capital, LLC (CIK: 0001132699) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 265 reported positions.
In Q4 2025, Vestor Capital, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, AAPL, MSFT) accounted for 31.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DHR
市值: $9.0M
Top Position Liquidated / Trimmed
EVSD
前期市值: $47.9M
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 9.15% | -2.77% | -81.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.82% | -6.07% | -73.03% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.43% | -2.80% | -99.94% | |
| 4 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 5.74% | -0.07% | EXIT | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.34% | -2.80% | -75.72% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.21% | -3.40% | -93.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.58% | -3.24% | -1.98% | |
| 8 | ✓ | Stock-Other | 4.26% | — | -99.05% | ||
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.63% | -2.56% | -99.03% | |
| 10 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 3.44% | -2.07% | -98.63% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.96% | -2.44% | -99.13% | |
| 12 | C | Citigroup Inc | Stock-Financials | 2.56% | -2.41% | -100.00% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.43% | -0.39% | +91.41% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 2.07% | +0.18% | -99.36% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | -0.72% | +227.54% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.68% | -1.13% | EXIT | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.65% | -0.43% | -95.07% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 1.53% | +0.39% | +612.17% | |
| 19 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.47% | -1.50% | -99.79% | |
| 20 | SPGI | S&p Global Inc | Stock-Financials | 1.45% | -0.01% | EXIT | |
| 21 | ✓ | Stock-Other | 1.40% | — | -97.28% | ||
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.31% | -0.54% | EXIT | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -1.91% | -88.04% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.26% | -1.01% | -93.49% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.10% | -1.36% | -96.16% | |
| 26 | GE | General Electric | Stock-Industrials | 0.92% | -0.59% | -79.85% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.81% | -0.76% | -99.87% | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.78% | -0.01% | EXIT | |
| 29 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.77% | -1.47% | +390.90% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | -3.71% | +1106.93% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.66% | -0.01% | EXIT | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.66% | -0.65% | EXIT | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | -1.14% | -80.23% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.44% | -56.33% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.47% | -92.83% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | +0.02% | -99.59% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.46% | +0.56% | -88.02% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.39% | -97.26% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.34% | -98.41% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -1.07% | -95.45% | |
| 41 | MDB | Mongodb Inc | Stock-Tech | 0.36% | — | — | |
| 42 | ✓ | Stock-Other | 0.35% | — | +301.72% | ||
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.33% | +0.31% | NEW | |
| 44 | DG | Dollar General CORP | Stock-Consumer Staples | 0.27% | -0.25% | EXIT | |
| 45 | ✓ | Vanguard Mega Cap ETF 529F | ETF-Other | 0.27% | -0.25% | EXIT | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.27% | +0.23% | -99.75% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.26% | +0.05% | -96.42% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -1.05% | -98.29% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | -0.26% | -97.19% | |
| 50 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.24% | -0.29% | -85.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2.4% | -81.19% | Trim |
| 2 | AAPL | Apple Inc | +2.2% | -73.03% | Trim |
| 3 | BAC | Bank Of America CORP | +1.9% | +91.41% | Add |
| 4 | LLY | Eli Lilly & Co | +1.7% | +227.54% | Add |
| 5 | WFC | Wells Fargo & Co | +1.6% | -99.36% | Trim |
| 6 | ABBV | Abbvie Inc | +1.4% | +3121.18% | Add |
| 7 | MRK | Merck & Co. Inc. | +1.2% | -88.04% | Trim |
| 8 | MS | Morgan Stanley | +1% | -99.13% | Trim |
| 9 | AMZN | Amazon.com Inc | +1% | -1.98% | Trim |
| 10 | SPGI | S&p Global Inc | +1% | -99.35% | Trim |
| 11 | MSFT | Microsoft CORP | +0.9% | -99.94% | Trim |
| 12 | CEG | Constellation Energy | +0.8% | +612.17% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.7% | -93.39% | Trim |
| 14 | MCK | Mckesson CORP | +0.7% | -70.98% | Trim |
| 15 | IETC | Ishares U.s. Tech Independen | +0.7% | -99.93% | Trim |
| 16 | ABT | Abbott Laboratories | +0.6% | +443.32% | Add |
| 17 | C | Citigroup Inc | +0.4% | -100.00% | Trim |
| 18 | GE | General Electric | +0.4% | -79.85% | Trim |
| 19 | TSLA | Tesla Inc | +0.3% | -93.49% | Trim |
| 20 | UNH | Unitedhealth Group Inc | -0.3% | -93.73% | Trim |
| 21 | AVGO | Broadcom Inc | -0.3% | -75.72% | Trim |
| 22 | SNOW | Snowflake Inc | -0.3% | -98.19% | Trim |
| 23 | V | Visa Inc-class A Shares | -0.4% | -99.08% | Trim |
| 24 | GEV | GE Vernova Inc | -0.4% | -80.23% | Trim |
| 25 | UBER | Uber Technologies Inc | -0.5% | -99.03% | Trim |
| 26 | VRT | Vertiv Holdings Co-a | -0.6% | -99.25% | Trim |
| 27 | ✓ | -0.7% | -99.05% | Trim | |
| 28 | HD | Home Depot Inc | -0.7% | -98.41% | Trim |
| 29 | U | Unity Software Inc | -0.7% | -99.72% | Trim |
| 30 | AFRM | Affirm Holdings Inc | -0.8% | +378.36% | Add |
| 31 | ANETEUR | Arista Networks Inc | -0.9% | +166.86% | Add |
| 32 | BABA | Alibaba Group Holding-sp Adr | -1% | +205.44% | Add |
| 33 | NBIS | Nebius Group N.V. | -1% | -93.39% | Trim |
| 34 | RDDT | Reddit Inc-cl A | -1% | -98.51% | Trim |
| 35 | ORCL | Oracle CORP | -1.2% | -99.46% | Trim |
| 36 | NFLX | Netflix Inc | -1.2% | -95.83% | Trim |
| 37 | META | Meta Platforms Inc-class A | -1.5% | -99.03% | Trim |
| 38 | APP | Applovin Corp-class A | -2.1% | +26.77% | Add |
| 39 | EVSD | Eaton Vance Shrt Dur Inc | — | EXIT | Sold out |
| 40 | EVLN | Eaton Vance Floating-rate | — | EXIT | Sold out |
| 41 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 42 | VSDB | Vanguard Short Dur Bond ETF | — | EXIT | Sold out |
| 43 | RBLX | Roblox CORP -class A | — | EXIT | Sold out |
| 44 | DHR | Danaher CORP | — | NEW | New buy |
| 45 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 46 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 47 | MDB | Mongodb Inc | — | NEW | New buy |
| 48 | BKR | Baker Hughes Co | — | EXIT | Sold out |
| 49 | COIN | Coinbase Global Inc -class A | — | EXIT | Sold out |
| 50 | DG | Dollar General CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Vestor Capital, LLC reported a total U.S. public equity portfolio value of $1.6B across 265 disclosed positions in Q4 2025.
During Q4 2025, Vestor Capital, LLC's top holdings by market value included GOOG (9.2%)、AAPL (8.8%)、MSFT (6.4%). The largest single position, GOOG, represented 9.2% of total portfolio value.
In Q4 2025, Vestor Capital, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 29 holdings, and fully liquidating 8 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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