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CIK: 0001105837
Total reported value
$1.2B
$1.2B
647 檔
27.0%
The Q3 2025 SEC filing reveals that Webster Bank, N. A. held a total portfolio value of $1.2B, covering 647 public equity positions.
In Q3 2025, Webster Bank, N. A. adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, AAPL) accounted for 27.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 647 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.06% | +0.25% | -5.71% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.26% | +0.51% | -4.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.97% | +0.07% | -2.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | +0.06% | -7.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.24% | -2.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.33% | -0.92% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | -0.06% | -2.23% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.12% | -0.67% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.23% | -0.12% | +49.84% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.03% | -0.07% | -1.46% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.38% | -0.43% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.06% | -0.50% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.62% | -0.05% | +3.34% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.59% | -0.01% | +4.65% | |
| 15 | GVI | Ishares Intermediate Governm | ETF-Other | 1.49% | -0.03% | +37.12% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.46% | -0.08% | +66.56% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | +0.01% | -0.06% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.03% | +2.98% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.09% | -3.55% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.25% | -0.12% | -0.53% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | — | -0.54% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.11% | -0.04% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.21% | -1.49% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.93% | -0.05% | +7.64% | |
| 25 | FAST | Fastenal Co | Stock-Industrials | 0.92% | -0.09% | -4.95% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.15% | -0.46% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.08% | -1.83% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.84% | -0.10% | -1.12% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | +0.20% | -11.43% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.04% | -1.84% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.81% | +0.06% | +5.45% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.19% | +1.03% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.78% | +0.03% | +5.42% | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.74% | -0.03% | -2.24% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.07% | -1.53% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.03% | -1.12% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | -0.07% | -1.57% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.07% | -1.55% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.06% | -1.38% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.25% | -1.84% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | -1.90% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.25% | -3.32% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | -0.21% | -2.58% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.18% | -4.50% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.15% | -4.14% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.48% | -0.05% | +0.59% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.44% | -0.04% | +4.51% | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.43% | -0.03% | -0.37% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.17% | -10.67% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.41% | +0.03% | +32.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.8% | +49.84% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | -7.01% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.92% | Trim |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +66.56% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -3.55% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | -2.08% | Trim |
| 7 | GVI | Ishares Intermediate Governm | +0.4% | +37.12% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | +1.03% | Add |
| 9 | EQIX | Equinix Inc | +0.3% | +14704.35% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +7.64% | Add |
| 11 | VNQ | Vanguard Real Estate ETF | +0.2% | +270.89% | Add |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.2% | +5.42% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.50% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.04% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -2.23% | Trim |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +2100.17% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.38% | Trim |
| 18 | LRCX | Lam Research CORP | +0.1% | +1.08% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -2.34% | Trim |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.34% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -1.84% | Trim |
| 22 | UBER | Uber Technologies Inc | +0.1% | +4.51% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | -1.84% | Trim |
| 24 | XLK | Ss Technology Select Sector | +0.1% | -11.43% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | -4.27% | Trim |
| 26 | WMT | Walmart Inc | 0% | -0.43% | Trim |
| 27 | FAST | Fastenal Co | 0% | -4.95% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.46% | Trim |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | +5.45% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -0.67% | Trim |
| 31 | BLK | Blackrock Inc | 0% | -0.53% | Trim |
| 32 | ABBV | Abbvie Inc | -0.1% | -0.06% | Trim |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.98% | Trim |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.65% | Add |
| 35 | BDX | Becton Dickinson And Co | -0.1% | -0.74% | Trim |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | -96.98% | Trim |
| 37 | ESGV | Vanguard Esg US Stock ETF | -0.2% | — | Trim |
| 38 | PAYX | Paychex Inc | -0.2% | -2.27% | Trim |
| 39 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | -8.60% | Trim |
| 40 | CRM | Salesforce Inc | -0.2% | -4.14% | Trim |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -81.62% | Trim |
| 42 | JPST | Jpmorgan Ultra-short Income | -0.3% | +32.96% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -1.55% | Trim |
| 44 | ACN | Accenture plc | -0.3% | -35.48% | Trim |
| 45 | AAPL | Apple Inc | -0.4% | -2.26% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -5.71% | Trim |
| 47 | FISV | Fiserv Inc | -0.8% | -2.24% | Trim |
| 48 | USFR | Wisdomtree Floating Rate Tre | -0.8% | -1.46% | Trim |
| 49 | BKR | Baker Hughes Co | — | NEW | New buy |
| 50 | SUB | Ishares Short-term National | — | EXIT | Sold out |
According to official SEC Form 13F filings, Webster Bank, N. A. reported a total U.S. public equity portfolio value of $1.2B across 647 disclosed positions in Q3 2025.
During Q3 2025, Webster Bank, N. A.'s top holdings by market value included SPY (9.1%)、VOO (8.3%)、AAPL (5.0%). The largest single position, SPY, represented 9.1% 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
BKR
市值: $3.4M
Top Position Liquidated / Trimmed
SUB
前期市值: $1.4M
In Q3 2025, Webster Bank, N. A. made 50 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 31 holdings, and fully liquidating 1 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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