Huntingdon Valley, PACIK 10041404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
113 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 150.6K | $40.95M | 11.2% | +2.8K | Added |
| 2 | Microsoft Corp | 77.3K | $37.41M | 10.2% | −93 | Reduced |
| 3 | Ishares Tr | 45.8K | $31.40M | 8.6% | −292 | Reduced |
| 4 | J P Morgan Exchange Traded F |
| 453.1K |
| $20.97M |
| 5.7% |
| +19.2K |
| Added |
| 5 | Amazon Com Inc | 87.3K | $20.15M | 5.5% | +92 | Added |
| 6 | Schwab Strategic Tr | 671.9K | $18.28M | 5.0% | +301.3K | Added |
| 7 | Blackrock ETF Trust II | 345.1K | $18.21M | 5.0% | +36.2K | Added |
| 8 | Nvidia Corporation | 79.7K | $14.86M | 4.1% | −3.2K | Reduced |
| 9 | Vanguard World Fd | 30.5K | $12.61M | 3.5% | +4.3K | Added |
| 10 | Schwab Strategic Tr | 266.2K | $12.04M | 3.3% | +12.7K | Added |
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