Filer Snapshot

Ferris Capital, LLC

CIK 0001714346. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

20

Latest filing

13 May 2022

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$436.97M

191 holdings for Q1 2022

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Largest parsed holding

SPY

$35.07M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 May 2022 for CIK 0001714346.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$436.97M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$436.97M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SPY AAPL MSFT VEA AMZN
+15 moreIVV GOOG JPM VNLA MOAT NVDA IWO V IWR IWF BAC DIS IJH XOM IJJ

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SPY AAPL MSFT VEA AMZN IVV GOOG JPM
+12 moreVNLA MOAT NVDA IWO V IWR IWF BAC DIS IJH XOM IJJ
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
325 Donald Lynch Blvd. Suite 200, Suite 200, Marlborough, MA, 01752
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
MA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Ferris Capital, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $436.97M across 191 reported holdings for Q1 2022.
  • Largest parsed 13F holding: SPY at $35.07M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 191 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2022 - 13 May 2022

Top 5 concentration

27%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$117.1M

Compared with $436.97M total 13F value.

Top 5 net change

-$580.7K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AKAM ยท Largest trim: CVS

SPY AAPL MSFT VEA AMZN Other holdings

SPY

8%

Spdr S&P 500 Etf Tr

$35.07M

AAPL

6.2%

Apple Inc

$27.3M

MSFT

5.2%

Microsoft Corp

$22.67M

VEA

4.5%

Vanguard Tax Managed Intl Fd

$19.48M

AMZN

2.9%

Amazon Com Inc

$12.58M

Latest update

What changed recently for Ferris Capital, LLC

New filing available

Latest 13F period: Q1 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2022

Page type

Filer profile

Latest period

Q1 2022

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2022.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Ferris Capital, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001714346 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
20
First seen
14 Aug 2017
Latest filing
13 May 2022
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Ferris Capital, LLC SEC filings Ferris Capital, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 20 SEC filings for Ferris Capital, LLC.

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13F-HR

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
10 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
24 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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