White Plains, NYCIK 10162875 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 142.7K | $69.02M | 6.2% | +787 | Added |
| 2 | Ea Series Trust | 414.9K | $50.45M | 4.5% | +662 | Added |
| 3 | Alphabet Inc | 157.6K | $49.46M | 4.4% | −3.0K | Reduced |
| 4 | Morgan Stanley |
| 260.5K |
| $46.25M |
| 4.2% |
| −7.9K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 136.1K | $43.87M | 3.9% | −2.6K | Reduced |
| 6 | Apple Inc | 146.8K | $39.91M | 3.6% | −1.7K | Reduced |
| 7 | Pnc Finl Svcs Group Inc | 191.1K | $39.88M | 3.6% | +668 | Added |
| 8 | Us Bancorp Del | 709.3K | $37.85M | 3.4% | −6.5K | Reduced |
| 9 | Qualcomm Inc | 217.6K | $37.21M | 3.3% | +520 | Added |
| 10 | Medtronic PLC | 369.5K | $35.50M | 3.2% | −1.1K | Reduced |
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