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CIK: 0001725247
Total reported value
$841.9M
$841.9M
146 檔
25.9%
During the Q2 2025 filing period, WoodTrust Financial Corp (CIK: 0001725247) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $841.9M across 146 reported positions.
During Q2 2025, WoodTrust Financial Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 11.52% | -0.58% | +5.85% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 4.15% | +0.72% | +723.10% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -0.26% | +0.86% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.00% | +0.49% | +32.42% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | — | +64.03% | |
| 6 | AMGN | Amgen Inc | Stock-Healthcare | 3.96% | -0.02% | +8223.56% | |
| 7 | ASB | Associated Banc-corp | Stock-Financials | 3.75% | — | +1015.92% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.30% | +0.20% | +0.33% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.22% | -0.01% | -1.40% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 3.20% | +2.27% | +32.81% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.97% | +0.51% | +1.42% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.02% | +14.65% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.21% | +0.02% | +54166.67% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.18% | -1.10% | +3.10% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.25% | +3.88% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 2.05% | -0.25% | +2.71% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.85% | -0.01% | +44.24% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.81% | -0.39% | -0.07% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.58% | -1.19% | EXIT | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.50% | -0.97% | EXIT | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.44% | -0.01% | -0.51% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.21% | -0.40% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.06% | +4.80% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.06% | +6.34% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | -0.28% | +217.61% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.29% | +2.94% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.22% | -0.13% | +6.58% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.16% | -0.22% | +15.33% | |
| 29 | DE | Deere & Co | Stock-Industrials | 1.04% | +0.01% | -0.25% | |
| 30 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.00% | -0.06% | +0.33% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.35% | +1.24% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.92% | +0.03% | +3.14% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | -0.06% | +1.79% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.86% | EXIT | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.86% | -0.11% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.35% | +5.89% | |
| 37 | BILL | Bill Holdings Inc | Stock-Tech | 0.82% | — | +139.97% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.81% | -0.32% | +2.04% | |
| 39 | RBA | Rb Global Inc | Stock-Industrials | 0.44% | +0.02% | — | |
| 40 | TDG | Transdigm Group Inc | Stock-Industrials | 0.42% | +0.02% | +3.57% | |
| 41 | AME | Ametek Inc | Stock-Industrials | 0.40% | -0.01% | +93.46% | |
| 42 | FAST | Fastenal Co | Stock-Industrials | 0.37% | -0.01% | +100.00% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.36% | -0.02% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.03% | +1.08% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | +287.32% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.30% | -0.01% | -0.39% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.30% | +0.04% | +3.27% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.29% | -0.04% | -0.68% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.29% | +0.01% | -6.73% | |
| 50 | AON | Aon plc | Stock-Financials | 0.28% | -0.06% | EXIT |
According to official SEC Form 13F filings, WoodTrust Financial Corp reported a total U.S. public equity portfolio value of $841.9M across 146 disclosed positions in Q2 2025.
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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 EFA, BAC, MSFT) accounted for 25.9% of total reported equity market value during Q2 2025.
During Q2 2025, WoodTrust Financial Corp's top holdings by market value included EFA (11.5%)、BAC (4.2%)、MSFT (4.1%). The largest single position, EFA, represented 11.5% of total portfolio value.
In Q2 2025, WoodTrust Financial Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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