Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Enterprise Bank & Trust Co (CIK 1770710) reported $267.4M across 135 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: IJH ($19.3M, 7.21%), MSFT ($18.7M, 6.98%), NVDA ($16.0M, 5.97%), AAPL ($14.3M, 5.35%), AMZN ($9.9M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $19.3M | 7.21% | 311,078 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $18.7M | 6.98% | 37,515 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $16.0M | 5.97% | 101,120 | Trimmed |
| 4 | AAPL | APPLE INC | $14.3M | 5.35% | 69,739 | Added |
| 5 | AMZN | AMAZON COM INC | $9.9M | 3.71% | 45,203 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TR | $9.5M | 3.53% | 15,296 | Trimmed |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $9.2M | 3.45% | 318,236 | Added |
| 8 | JPM | JPMORGAN CHASE & CO. | $8.6M | 3.20% | 29,540 | Trimmed |
| 9 | META | META PLATFORMS INC | $8.2M | 3.06% | 11,071 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $7.8M | 2.92% | 44,254 | Trimmed |
| 11 | COST | COSTCO WHSL CORP NEW | $7.1M | 2.67% | 7,204 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $4.5M | 1.69% | 5,795 | Trimmed |
| 13 | ABT | ABBOTT LABS | $3.9M | 1.47% | 28,830 | Added |
| 14 | PANW | PALO ALTO NETWORKS INC | $3.9M | 1.47% | 19,249 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $3.9M | 1.46% | 6,936 | Added |
| 16 | AGG | ISHARES TR | $3.9M | 1.45% | 39,041 | Trimmed |
| 17 | TJX | TJX COS INC NEW | $3.9M | 1.44% | 31,205 | Trimmed |
| 18 | V | VISA INC | $3.8M | 1.43% | 10,805 | Trimmed |
| 19 | HD | HOME DEPOT INC | $3.5M | 1.29% | 9,434 | Trimmed |
| 20 | CMG | CHIPOTLE MEXICAN GRILL INC | $3.3M | 1.22% | 58,103 | Hold |
| 21 | ICE | INTERCONTINENTAL EXCHANGE IN | $3.1M | 1.17% | 17,109 | Hold |
| 22 | CVX | CHEVRON CORP NEW | $3.0M | 1.12% | 20,868 | Trimmed |
| 23 | CRM | SALESFORCE INC | $3.0M | 1.11% | 10,910 | Added |
| 24 | HON | HONEYWELL INTL INC | $3.0M | 1.11% | 12,769 | Added |
| 25 | UNP | UNION PAC CORP | $2.6M | 0.98% | 11,447 | Added |
Source: SEC Form 13F filings · as of 2025-06-30