Fort Lee, NJCIK 10090064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
254 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New | 512.8K | $69.30M | 2.3% | −35.7K | Reduced |
| 2 | Apple Inc | 233.8K | $63.56M | 2.1% | −370 | Reduced |
| 3 | Raymond James Finl Inc | 349.9K | $56.19M | 1.8% | −28.2K | Reduced |
| 4 | Mueller Inds Inc |
| 464.0K |
| $53.27M |
| 1.7% |
| −127.2K |
| Reduced |
| 5 | Idacorp Inc | 406.8K | $51.48M | 1.7% | −48.7K | Reduced |
| 6 | Applied Indl Technologies In | 199.9K | $51.32M | 1.7% | −23.3K | Reduced |
| 7 | Nvidia Corporation | 265.2K | $49.47M | 1.6% | +776 | Added |
| 8 | Heico Corp New | 179.1K | $45.21M | 1.5% | −2.1K | Reduced |
| 9 | Microsoft Corp | 92.3K | $44.62M | 1.5% | +1.8K | Added |
| 10 | Semtech Corp | 587.7K | $43.31M | 1.4% | +21.4K | Added |
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