sec-13f-analysis

sec-13f-analysis is a skill for Claude Code, Codex from cxcscmu/SkillLearnBench. It costs 31 tokens per session (541 once invoked), scanned A, original, MIT.

A guide for reading SEC Form 13-F filing files and extracting fund assets, holding counts, and individual investments. Form 13-F is a quarterly U.S. regulatory report showing certain institutional investment holdings.

In plain words
What is it for?
Use it to analyze fund details, assets under management, number of holdings, and specific securities from EDGAR data.
Why use it?
It makes the several tab-separated filing files easier to interpret and join by filing identifier.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to analyze fund details, assets under management, number of holdings…

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cxcscmu/skilllearnbench/sec-13f-analysis
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add cxcscmu/SkillLearnBench --skill sec-13f-analysis
Clone the repo
git clone --depth 1 https://github.com/cxcscmu/SkillLearnBench

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sec-13f-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/cxcscmu/skilllearnbench/sec-13f-analysis.svg)](https://agentmods.dev/skills/cxcscmu/skilllearnbench/sec-13f-analysis)
Your own site
<a href="https://agentmods.dev/skills/cxcscmu/skilllearnbench/sec-13f-analysis"><img src="https://agentmods.dev/badge/skills/cxcscmu/skilllearnbench/sec-13f-analysis.svg" alt="Measured on agentmods" height="20"></a>
Per session 31 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 541 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00031 $0.00541
Opus 5 $0.00015 $0.00270
Sonnet 5 $0.00006 $0.00108
Haiku 4.5 $0.00003 $0.00054

Measured 3d ago against content hash 7ad06635e1d8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

sec-13f-analysis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/b1-one-shot-claude-sonnet-4-6/financial-analysis/sec-13f-analysis/SKILL.md · 56 lines

What it actually says

SEC 13-F Analysis Skill

Overview

SEC Form 13-F datasets consist of TSV files downloaded from EDGAR. Each quarter has the same file structure.

Key Files

File Purpose
COVERPAGE.tsv Fund identity: FILINGMANAGER_NAME, ACCESSION_NUMBER, REPORTCALENDARORQUARTER
SUMMARYPAGE.tsv Aggregated stats: TABLEVALUETOTAL (AUM in thousands), TABLEENTRYTOTAL (number of holdings)
INFOTABLE.tsv Individual holdings: CUSIP, NAMEOFISSUER, VALUE (thousands), SSHPRNAMT (shares)
SUBMISSION.tsv Filer metadata

Common Tasks

Load data with pandas

import pandas as pd

q3_dir = "/root/2025-q3"
coverpage = pd.read_csv(f"{q3_dir}/COVERPAGE.tsv", sep="\t", dtype=str)
summarypage = pd.read_csv(f"{q3_dir}/SUMMARYPAGE.tsv", sep="\t", dtype=str)
infotable = pd.read_csv(f"{q3_dir}/INFOTABLE.tsv", sep="\t", dtype=str)

Get AUM for a fund (by accession_number)

row = summarypage[summarypage["ACCESSION_NUMBER"] == accession_number]
aum_thousands = int(row["TABLEVALUETOTAL"].iloc[0])
aum_dollars = aum_thousands * 1000

Get holdings count

holdings = infotable[infotable["ACCESSION_NUMBER"] == accession_number]
num_holdings = len(holdings)
# Or use TABLEENTRYTOTAL from SUMMARYPAGE for the reported count

Get holdings detail

holdings = infotable[infotable["ACCESSION_NUMBER"] == accession_number].copy()
holdings["VALUE"] = pd.to_numeric(holdings["VALUE"], errors="coerce")
holdings["SSHPRNAMT"] = pd.to_numeric(holdings["SSHPRNAMT"], errors="coerce")

Notes

  • VALUE in INFOTABLE is in thousands of USD
  • TABLEVALUETOTAL in SUMMARYPAGE is also in thousands of USD
  • TABLEENTRYTOTAL is the number of positions reported
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 56 lines · 31 tokens per session scan A 7ad06635e1d8

Subscribe to this mod's changes

sec-13f-analysis is a skill published in the GitHub repository cxcscmu/SkillLearnBench (83 stars, last pushed 1mo ago), licensed MIT. It adds 31 tokens to every session and 541 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

Related

Other skills, from other repositories

invoice-organizer

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

ECNU-ICALK/AutoSkill · 44 tokens

pitch-deck

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not…

anthropics/financial-services · 73 tokens

academic-pdf-redaction

Redact text from PDF documents for blind review anonymization.

benchflow-ai/skillsbench · 17 tokens

payment-application-processor

Process construction payment applications. Validate schedule of values, calculate retainage, track billing status, and generate G702/G703 forms.

datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction · 32 tokens

investor-materials

Use when packaging or circulating the documents an investor reads outside the meeting — setting up or cleaning a data room, writing the one-pager or teaser that earns the first meeting, or drafting the recurring monthly investor update. NOT the slide narrative (that is pitch-deck), NOT the projection spreadsheet (that…

ericrisco/rsc-harness · 87 tokens

audit-xls

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check.

agentii-ai/agentii-investment-intelligence · 42 tokens