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CIK: 0001725247
Total reported value
$841.9M
$841.9M
180 檔
27.2%
In Q4 2025, WoodTrust Financial Corp's U.S. equity holdings reached a combined market value of $841.9M, distributed across 180 disclosed stock positions.
WoodTrust Financial Corp executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.05% | -0.58% | +1.57% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.91% | -0.08% | +2.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.26% | +0.89% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.59% | -0.25% | +0.12% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.55% | +0.09% | +0.34% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.36% | +0.49% | -0.89% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.34% | -0.01% | -0.39% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.33% | +0.20% | -0.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.21% | — | +0.96% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.25% | -2.08% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.02% | -1.05% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | +0.51% | -0.62% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.72% | -1.10% | +0.08% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 2.29% | +2.27% | -2.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.73% | +31.32% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.84% | -0.25% | +0.01% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | +0.06% | -2.44% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.39% | -2.83% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.74% | -0.01% | -1.49% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.67% | +0.02% | — | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.31% | -1.19% | EXIT | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | — | +97.75% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | +0.06% | +0.05% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.29% | -7.97% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.15% | -0.28% | -3.97% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.11% | -0.21% | -2.12% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 1.04% | -0.13% | -4.75% | |
| 28 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.96% | -0.11% | -0.39% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.35% | -7.33% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 0.92% | -0.06% | +1.49% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.89% | +0.01% | +0.95% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.85% | -0.32% | +1.48% | |
| 33 | TYL | Tyler Technologies Inc | Stock-Tech | 0.83% | -0.72% | +2318.31% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.82% | -0.22% | -13.56% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.35% | -2.03% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.74% | +0.03% | +9.64% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.72% | -0.97% | EXIT | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.86% | EXIT | |
| 39 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.69% | -0.06% | +1.08% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.68% | +0.01% | +10.07% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.05% | +3.82% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | -0.01% | -66.89% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.01% | +6.62% | |
| 44 | RBA | Rb Global Inc | Stock-Industrials | 0.37% | +0.02% | -3.41% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.36% | +0.11% | +16.46% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.34% | -0.01% | +6.32% | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.33% | +0.02% | — | |
| 48 | ECL | Ecolab Inc | Stock-Materials | 0.33% | -0.02% | +0.41% | |
| 49 | MDB | Mongodb Inc | Stock-Tech | 0.33% | -0.19% | EXIT | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.03% | -1.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TYL | Tyler Technologies Inc | +0.8% | +2318.31% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +97.75% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.08% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +31.32% | Add |
| 5 | AMAT | Applied Materials Inc | +0.4% | -2.15% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -2.44% | Trim |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | +1.57% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +0.08% | Add |
| 9 | CRM | Salesforce Inc | +0.2% | +0.01% | Add |
| 10 | MDB | Mongodb Inc | +0.1% | +23.15% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.96% | Add |
| 12 | AXP | American Express Co | +0.1% | -1.49% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -1.05% | Trim |
| 14 | CAT | Caterpillar Inc | +0.1% | +256.75% | Add |
| 15 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +57.98% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +2.07% | Add |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | +10.07% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +16.46% | Add |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +0.48% | Add |
| 20 | WMT | Walmart Inc | +0.1% | -2.83% | Trim |
| 21 | SBUX | Starbucks CORP | +0.1% | +9.64% | Add |
| 22 | IDXX | Idexx Laboratories Inc | 0% | -0.39% | Trim |
| 23 | IWN | Ishares Russell 2000 Value E | — | -0.39% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.57% | Add |
| 25 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.12% | Add |
| 26 | SPOT | Spotify Technology S.A. | -0.1% | -38.91% | Trim |
| 27 | WAB | Wabtec CORP | -0.1% | -41.71% | Trim |
| 28 | ORLY | O'reilly Automotive Inc | -0.1% | -4.83% | Trim |
| 29 | FAST | Fastenal Co | -0.1% | +6.32% | Add |
| 30 | P | Everpure Inc-a | -0.1% | -0.24% | Trim |
| 31 | WM | Waste Management Inc | -0.1% | -4.75% | Trim |
| 32 | VRSK | Verisk Analytics Inc | -0.1% | +1.08% | Add |
| 33 | APP | Applovin Corp-class A | -0.1% | -27.98% | Trim |
| 34 | PFE | Pfizer Inc | -0.1% | -3.97% | Trim |
| 35 | WDAY | Workday Inc-class A | -0.1% | -52.15% | Trim |
| 36 | PEP | Pepsico Inc | -0.1% | -7.97% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -2.12% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -7.33% | Trim |
| 39 | RMD | Resmed Inc | -0.2% | -52.87% | Trim |
| 40 | NKE | Nike Inc -cl B | -0.2% | -13.56% | Trim |
| 41 | HD | Home Depot Inc | -0.2% | +0.05% | Add |
| 42 | VOT | Vanguard Mid-cap Growth ETF | -0.3% | +0.34% | Add |
| 43 | MSFT | Microsoft CORP | -0.3% | +0.89% | Add |
| 44 | PYPL | Paypal Holdings Inc | -0.6% | -35.05% | Trim |
| 45 | GS | Goldman Sachs Group Inc | -0.9% | -66.89% | Trim |
| 46 | CSGP | Costar Group Inc | — | EXIT | Sold out |
| 47 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 48 | IOT | Samsara Inc-cl A | — | NEW | New buy |
| 49 | SUSA | Ishares Esg Optimized Msci U | — | EXIT | Sold out |
| 50 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, WoodTrust Financial Corp reported a total U.S. public equity portfolio value of $841.9M across 180 disclosed positions in Q4 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including EFA, VWO, MSFT) accounted for 27.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IOT
市值: $588.0K
Top Position Liquidated / Trimmed
CSGP
前期市值: $2.2M
During Q4 2025, WoodTrust Financial Corp's top holdings by market value included EFA (12.1%)、VWO (3.9%)、MSFT (3.6%). The largest single position, EFA, represented 12.1% of total portfolio value.
In Q4 2025, WoodTrust Financial Corp made 50 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 23 holdings, and fully liquidating 3 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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