Cleveland, OHCIK 10090054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Axos Financial Inc | 378.7K | $32.63M | 13.6% | −21.0K | Reduced |
| 2 | Broadcom Inc | 36.9K | $12.76M | 5.3% | −421 | Reduced |
| 3 | Nvidia Corporation | 68.2K | $12.72M | 5.3% | +2.3K | Added |
| 4 | Alphabet Inc |
| 34.0K |
| $10.63M |
| 4.4% |
| −173 |
| Reduced |
| 5 | Microsoft Corp | 21.1K | $10.21M | 4.2% | +4.7K | Added |
| 6 | Micron Technology Inc | 34.3K | $9.80M | 4.1% | −3.7K | Reduced |
| 7 | Apple Inc | 32.3K | $8.79M | 3.7% | +12.9K | Added |
| 8 | Taiwan Semiconductor Mfg Ltd | 25.3K | $7.70M | 3.2% | −106 | Reduced |
| 9 | Amazon Com Inc | 30.0K | $6.93M | 2.9% | −245 | Reduced |
| 10 | Insulet Corp | 23.4K | $6.64M | 2.8% | −282 | Reduced |
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