13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000860644
申報總市值
US$476.8億
US$476.8億
192 檔
19.1%
Aristotle Capital Management, LLC 在 Q4 2025 季度的美股部位總計估值為 US$476.8億，分散於 192 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Aristotle Capital Management, LLC 於 Q4 2025 季度持續回收資金，對 119 個既有部位進行裁減並清倉 13 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 PH, MSFT, COF）累計市值佔比達 19.1%，是驅動 Aristotle Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | 股票-工業 | 4.78% | +0.12% | -5.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.15% | -4.09% | |
| 3 | COF | Capital One Financial CORP | 股票-金融 | 3.40% | +0.11% | -4.80% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.37% | +0.50% | -5.84% | |
| 5 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 3.26% | +1.16% | -0.05% | |
| 6 | CTVA | Corteva Inc | 股票-原物料 | 2.70% | -0.14% | -4.26% | |
| 7 | MLM | Martin Marietta Materials | 股票-原物料 | 2.56% | -0.19% | -4.82% | |
| 8 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 2.31% | -0.16% | -4.07% | |
| 9 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.27% | -0.06% | -4.85% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.16% | -0.06% | -5.24% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 2.14% | +0.54% | -5.39% | |
| 12 | ATO | Atmos Energy CORP | 股票-公用事業 | 2.14% | -1.87% | -11.95% | |
| 13 | USB | US Bancorp | 股票-金融 | 2.10% | +0.19% | -5.28% | |
| 14 | ECL | Ecolab Inc | 股票-原物料 | 2.04% | — | -4.49% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 2.02% | +0.01% | +10.08% | |
| 16 | AIG | American International Group | 股票-金融 | 1.88% | -0.11% | -5.00% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.82% | +0.01% | -5.37% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 1.80% | +0.20% | -5.17% | |
| 19 | LEN | Lennar Corp-a | 股票-循環性消費 | 1.80% | -0.03% | -4.56% | |
| 20 | UBER | Uber Technologies Inc | 股票-工業 | 1.78% | -0.05% | -3.15% | |
| 21 | SNPS | Synopsys Inc | 股票-科技 | 1.78% | +0.10% | +1.82% | |
| 22 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.75% | +0.10% | -4.19% | |
| 23 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.71% | -0.09% | -4.80% | |
| 24 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.71% | +0.18% | -4.43% | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 1.71% | -0.04% | -3.59% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.70% | -1.38% | -5.24% | |
| 27 | TTE | TotalEnergies SE | 股票-其他 | 1.68% | -0.44% | +977.56% | |
| 28 | BX | Blackstone Inc | 股票-金融 | 1.68% | -0.03% | -4.65% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.65% | -0.17% | -1.54% | |
| 30 | RPM | Rpm International Inc | 股票-原物料 | 1.62% | +0.08% | -4.21% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 1.60% | -0.23% | -5.39% | |
| 32 | ALC | Alcon Inc. | 股票-醫療保健 | 1.60% | -0.24% | -5.21% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.60% | -0.42% | -5.98% | |
| 34 | MCHP | Microchip Technology Inc | 股票-科技 | 1.59% | +0.50% | -5.24% | |
| 35 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.57% | -0.16% | -4.60% | |
| 36 | CTRA | Coterra Energy Inc | 股票-能源 | 1.53% | -0.25% | EXIT | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.53% | +0.03% | -6.87% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.41% | -0.05% | -4.70% | |
| 39 | OSK | Oshkosh CORP | 股票-工業 | 1.35% | -0.02% | -4.16% | |
| 40 | MDT | Medtronic plc | 股票-醫療保健 | 1.33% | -0.18% | -4.89% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.32% | -0.08% | -10.31% | |
| 42 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 1.27% | +0.08% | -5.12% | |
| 43 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.07% | -0.02% | -5.79% | |
| 44 | BN | Brookfield CORP | 股票-金融 | 0.59% | — | +47.02% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.52% | -0.14% | — | |
| 46 | BAP | Credicorp Ltd. | 股票-金融 | 0.44% | +0.05% | -2.51% | |
| 47 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.34% | +0.01% | -2.34% | |
| 48 | EBKDY | Erste Group Bank Ag-spon Adr | 股票-其他 | 0.31% | +0.05% | -2.64% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.30% | +0.13% | +72.02% | |
| 50 | ✓ | Brookfield Corp | 股票-其他 | 0.29% | — | -10.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TTE | TotalEnergies SE | +1.5% | +977.56% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -5.84% | 減碼 |
| 3 | PH | Parker Hannifin CORP | +0.6% | -5.30% | 減碼 |
| 4 | WFC | Wells Fargo & Co | +0.4% | +10.08% | 加碼 |
| 5 | COF | Capital One Financial CORP | +0.4% | -4.80% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.3% | -5.24% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.3% | -6.87% | 減碼 |
| 8 | DHR | Danaher CORP | +0.2% | -5.24% | 減碼 |
| 9 | USB | US Bancorp | +0.2% | -5.28% | 減碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +72.02% | 加碼 |
| 11 | AIG | American International Group | +0.1% | -5.00% | 減碼 |
| 12 | CTRA | Coterra Energy Inc | +0.1% | -6.23% | 減碼 |
| 13 | WMMVY | Walmart De Mexico-spon Adr V | +0.1% | +71.22% | 加碼 |
| 14 | ✓ | Erste Group Bank AG | +0.1% | -0.35% | 減碼 |
| 15 | EBKDY | Erste Group Bank Ag-spon Adr | +0.1% | -2.64% | 減碼 |
| 16 | KO | Coca-cola Co/the | +0.1% | -5.37% | 減碼 |
| 17 | ALC | Alcon Inc. | +0.1% | -5.21% | 減碼 |
| 18 | ✓ | Samsung Electronics Co Ltd | +0.1% | -1.26% | 減碼 |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | +327.14% | 加碼 |
| 20 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | -3.25% | 減碼 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +42.89% | 加碼 |
| 22 | ✓ | Roche Holding AG | 0% | -1.02% | 減碼 |
| 23 | FANUY | Fanuc Corp-unsp Adr | 0% | -3.51% | 減碼 |
| 24 | ✓ | Fanuc CORP | 0% | -0.41% | 減碼 |
| 25 | PNC | Pnc Financial Services Group | 0% | -5.17% | 減碼 |
| 26 | BAP | Credicorp Ltd. | 0% | -2.51% | 減碼 |
| 27 | ✓ | Lvmh Moet Hennessy Louis Vuitton | 0% | -1.39% | 減碼 |
| 28 | ✓ | Dbs Group Holdings LTD | 0% | -0.44% | 減碼 |
| 29 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 0% | -3.15% | 減碼 |
| 30 | FRCOY | Fast Retailing Co-unspon Adr | 0% | -3.07% | 減碼 |
| 31 | ✓ | GSK plc | 0% | -0.07% | 減碼 |
| 32 | DBSDY | Dbs Group Holdings-spon Adr | 0% | -3.14% | 減碼 |
| 33 | ✓ | 0% | -1.04% | 減碼 | |
| 34 | ✓ | Rentokil Initial GBP | 0% | -1.23% | 減碼 |
| 35 | ACN | Accenture plc | 0% | -1.42% | 減碼 |
| 36 | ✓ | Monotaro Co LTD | 0% | +0.05% | 加碼 |
| 37 | ✓ | Assa Abloy AB | 0% | -1.38% | 減碼 |
| 38 | GSK | Gsk Plc-spon Adr | 0% | -2.92% | 減碼 |
| 39 | ASAZY | Assa Abloy AB - Unsp Adr | 0% | -3.27% | 減碼 |
| 40 | HLN | Haleon Plc-adr | 0% | -2.93% | 減碼 |
| 41 | ✓ | Haleon PLC | 0% | -1.01% | 減碼 |
| 42 | ✓ | Daikin Industries LTD | 0% | +0.35% | 加碼 |
| 43 | ING | Ing Groep N.v.-sponsored Adr | 0% | -2.78% | 減碼 |
| 44 | RTO | Rentokil Initial Plc-sp Adr | 0% | -4.39% | 減碼 |
| 45 | ALC | Alcon Inc. | 0% | +0.60% | 加碼 |
| 46 | ✓ | Aia Group LTD | 0% | +0.69% | 加碼 |
| 47 | CCJ | Cameco CORP | 0% | -5.49% | 減碼 |
| 48 | ✓ | Muenchener Rueckversicherungs-gesellschaft AG In Muenchen | 0% | -1.42% | 減碼 |
| 49 | QCOM | Qualcomm Inc | 0% | -5.39% | 減碼 |
| 50 | SNPS | Synopsys Inc | 0% | +1.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aristotle Capital Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$476.8億，共申報了 192 個公開持股部位。
在 Q4 2025 季度，Aristotle Capital Management, LLC 按市值排列的前三大核心持股分別為：PH (4.8%)、MSFT (3.4%)、COF (3.4%)。其中最大持股部位 PH 佔據整體投資組合約 4.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MKC
市值: US$2.6億
本季最大獲利了結 / 清倉標的
TTEN
前期市值: US$7.3億
在 Q4 2025 季度中，Aristotle Capital Management, LLC 共進行了 176 項持倉異動，包含新建倉 12 個部位、加碼 32 個部位、減碼 119 個部位以及清倉 13 個部位。 其中最大新建倉標的為 MKC。 本季清倉部位包含 TTEN。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。