World-Equity-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PINS",
  null,
  "NVG",
  "ACN",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "VONG",
  "ALL",
  "GOOGL",
  null,
  "JFR",
  "SENS",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "APP",
  "ARCC",
  null,
  "BIDU",
  "BSX",
  "DUK",
  "PECO",
  "PSIX",
  "PDI",
  null,
  "THQ",
  "PNR",
  null,
  "SMMT",
  "HD",
  null,
  "CCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "SCL",
  null,
  "QCOM",
  null,
  null,
  "EMXC",
  "ITW",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "DBL",
  null,
  null,
  "MCN",
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "TMUS",
  "NDAQ",
  "EXC",
  null,
  null,
  null,
  "GE",
  null,
  null,
  "ODFL",
  null,
  null,
  null,
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  null,
  "DNP",
  "IEMG",
  "IVV",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "FNDX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  null,
  "RITM",
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "UPS",
  "BIV",
  "VO",
  "VXF",
  "MKZR",
  "TLN",
  "VWO",
  "BXMX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSL",
  "ARDX",
  null,
  "FTHY",
  "GDDY",
  "TSM",
  null,
  null,
  null,
  null,
  null,
  "TT",
  "RH",
  "ATO",
  "APH",
  "AMD",
  "F",
  "AJG",
  "WM",
  null,
  "IDXX",
  "FDS",
  "AMZN",
  "IVE",
  "HCA",
  null,
  null,
  null,
  "TPL",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "BLV",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNF",
  null,
  "SCHD",
  "MSCI",
  "LVS",
  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "CRM",
  "DIA",
  null,
  "MTUM",
  null,
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  null,
  "BXMT",
  "BLDR",
  "CASY",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "IJT",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 300
Total Value: 350036886
Accession Number: 0000878770-25-000003
Form Type: 13F-HR
CIK: world-equity-group
Manager Name: World-Equity-Group

Data Enrichment

64% identified

193 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

300 positions • $350.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288653

Shares:3.0K

Value:$310.4K

% of Portfolio:0.1% ($310.4K/$350.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.5K

Value:$310.0K

% of Portfolio:0.1% ($310.0K/$350.0M)

ECOLAB INC.

ECL|278865100

Shares:1.2K

Value:$308.5K

% of Portfolio:0.1% ($308.5K/$350.0M)

78433H303

Shares:6.4K

Value:$307.4K

% of Portfolio:0.1% ($307.4K/$350.0M)

14020W106

Shares:8.6K

Value:$306.4K

% of Portfolio:0.1% ($306.4K/$350.0M)

PENTAIR plc

PNR|G7S00T104

Shares:3.5K

Value:$304.2K

% of Portfolio:0.1% ($304.2K/$350.0M)

46138G664

Shares:7.2K

Value:$293.4K

% of Portfolio:0.1% ($293.4K/$350.0M)

14020V108

Shares:8.7K

Value:$291.4K

% of Portfolio:0.1% ($291.4K/$350.0M)

97717W562

Shares:5.9K

Value:$291.2K

% of Portfolio:0.1% ($291.2K/$350.0M)

47103U845

Shares:5.7K

Value:$290.8K

% of Portfolio:0.1% ($290.8K/$350.0M)

AppLovin Corp

APP|03831W108

Shares:1.1K

Value:$285.7K

% of Portfolio:0.1% ($285.7K/$350.0M)

78464A110

Shares:1.8K

Value:$285.3K

% of Portfolio:0.1% ($285.3K/$350.0M)

Summit Therapeutics Inc.

SMMT|86627T108

Shares:14.8K

Value:$285.0K

% of Portfolio:0.1% ($285.0K/$350.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:677

Value:$284.3K

% of Portfolio:0.1% ($284.3K/$350.0M)

921937793

BLV|921937793

Shares:4.0K

Value:$281.3K

% of Portfolio:0.1% ($281.3K/$350.0M)

Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$280.2K

% of Portfolio:0.1% ($280.2K/$350.0M)

092528603

Shares:5.3K

Value:$279.9K

% of Portfolio:0.1% ($279.9K/$350.0M)

33739Q408

Shares:4.7K

Value:$278.8K

% of Portfolio:0.1% ($278.8K/$350.0M)

PINTEREST, INC.

PINS|72352L106

Shares:8.6K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$350.0M)

Philip Morris International Inc.

PM|718172109

Shares:1.8K

Value:$276.3K

% of Portfolio:0.1% ($276.3K/$350.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288653)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$310.4K	0.1% ($310.4K/$350.0M)	QoQ NEW(+$310.4K) YoY NEW(+$310.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.5K	QoQ -45.57% (-2.1K) YoY NEW(+2.5K)	All Managers (Combined)	$310.0K	0.1% ($310.0K/$350.0M)	QoQ -45.12% (-$254.9K) YoY NEW(+$310.0K)
ECOLAB INC.(ECLcusip278865100)	1.2K	QoQ 0.00% (+0) YoY -93.96% (-19.0K)	All Managers (Combined)	$308.5K	0.1% ($308.5K/$350.0M)	QoQ +8.19% (+$23.4K) YoY -91.73% (-$3.4M)
(cusip78433H303)✕	6.4K	QoQ -62.88% (-10.9K) YoY NEW(+6.4K)	All Managers (Combined)	$307.4K	0.1% ($307.4K/$350.0M)	QoQ -65.02% (-$571.5K) YoY NEW(+$307.4K)
(cusip14020W106)✕	8.6K	QoQ +14.73% (+1.1K) YoY NEW(+8.6K)	All Managers (Combined)	$306.4K	0.1% ($306.4K/$350.0M)	QoQ +15.96% (+$42.2K) YoY NEW(+$306.4K)
PENTAIR plc(PNRcusipG7S00T104)	3.5K	QoQ -50.01% (-3.5K) YoY 0.00% (+0)	All Managers (Combined)	$304.2K	0.1% ($304.2K/$350.0M)	QoQ -56.51% (-$395.3K) YoY +2.48% (+$7.4K)
(cusip46138G664)✕	7.2K	QoQ -46.67% (-6.3K) YoY -19.39% (-1.7K)	All Managers (Combined)	$293.4K	0.1% ($293.4K/$350.0M)	QoQ -52.57% (-$325.3K) YoY -23.36% (-$89.5K)
(cusip14020V108)✕	8.7K	QoQ +19.86% (+1.4K) YoY NEW(+8.7K)	All Managers (Combined)	$291.4K	0.1% ($291.4K/$350.0M)	QoQ +14.48% (+$36.9K) YoY NEW(+$291.4K)
(cusip97717W562)✕	5.9K	QoQ -47.30% (-5.3K) YoY NEW(+5.9K)	All Managers (Combined)	$291.2K	0.1% ($291.2K/$350.0M)	QoQ -51.58% (-$310.3K) YoY NEW(+$291.2K)
(cusip47103U845)✕	5.7K	QoQ -57.09% (-7.6K) YoY NEW(+5.7K)	All Managers (Combined)	$290.8K	0.1% ($290.8K/$350.0M)	QoQ -57.09% (-$387.1K) YoY NEW(+$290.8K)
AppLovin Corp(APPcusip03831W108)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$285.7K	0.1% ($285.7K/$350.0M)	QoQ NEW(+$285.7K) YoY NEW(+$285.7K)
(cusip78464A110)✕	1.8K	QoQ -92.15% (-20.9K) YoY NEW(+1.8K)	All Managers (Combined)	$285.3K	0.1% ($285.3K/$350.0M)	QoQ -92.78% (-$3.7M) YoY NEW(+$285.3K)
Summit Therapeutics Inc.(SMMTcusip86627T108)	14.8K	QoQ -48.76% (-14.1K) YoY +16.99% (+2.1K)	All Managers (Combined)	$285.0K	0.1% ($285.0K/$350.0M)	QoQ -44.62% (-$229.6K) YoY +445.13% (+$232.7K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	677	QoQ -50.79% (-699) YoY -4.91% (-35)	All Managers (Combined)	$284.3K	0.1% ($284.3K/$350.0M)	QoQ -51.44% (-$301.2K) YoY +0.37% (-$1.1K)
(BLVcusip921937793)	4.0K	QoQ -45.99% (-3.4K) YoY NEW(+4.0K)	All Managers (Combined)	$281.3K	0.1% ($281.3K/$350.0M)	QoQ -44.42% (-$224.9K) YoY NEW(+$281.3K)
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ -18.28% (-233) YoY -79.39% (-4.0K)	All Managers (Combined)	$280.2K	0.1% ($280.2K/$350.0M)	QoQ -34.22% (-$145.8K) YoY -81.58% (-$1.2M)
(cusip092528603)✕	5.3K	QoQ +9.15% (+448) YoY NEW(+5.3K)	All Managers (Combined)	$279.9K	0.1% ($279.9K/$350.0M)	QoQ +9.92% (+$25.3K) YoY NEW(+$279.9K)
(cusip33739Q408)✕	4.7K	QoQ -65.76% (-8.9K) YoY -80.73% (-19.5K)	All Managers (Combined)	$278.8K	0.1% ($278.8K/$350.0M)	QoQ -65.71% (-$534.4K) YoY -80.65% (-$1.2M)
PINTEREST, INC.(PINScusip72352L106)	8.6K	QoQ -50.01% (-8.6K) YoY -3.22% (-287)	All Managers (Combined)	$278.0K	0.1% ($278.0K/$350.0M)	QoQ -44.37% (-$221.8K) YoY -9.91% (-$30.6K)
Philip Morris International Inc.(PMcusip718172109)	1.8K	QoQ -51.44% (-2.0K) YoY -66.18% (-3.6K)	All Managers (Combined)	$276.3K	0.1% ($276.3K/$350.0M)	QoQ -39.58% (-$181.0K) YoY -44.72% (-$223.6K)