Richmond, VACIK 10172845 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
157 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Smith Midland Corp | 1.83M | $66.66M | 39.9% | +1.5K | Added |
| 2 | Carlisle Cos Inc | 29.0K | $9.27M | 5.5% | +100 | Added |
| 3 | Dover Corp | 20.9K | $4.08M | 2.4% | 0 | Held |
| 4 | Vanguard Index Fds |
| 6.1K |
| $3.85M |
| 2.3% |
| +473 |
| Added |
| 5 | Sherwin Williams Co | 7.5K | $2.43M | 1.5% | 0 | Held |
| 6 | Comfort Sys USA Inc | 2.5K | $2.36M | 1.4% | −343 | Reduced |
| 7 | J P Morgan Exchange Traded F | 43.0K | $2.17M | 1.3% | −1.5K | Reduced |
| 8 | Vanguard Specialized Funds | 9.5K | $2.10M | 1.3% | +15 | Added |
| 9 | Genedx Holdings Corp | 14.9K | $1.94M | 1.2% | 0 | Held |
| 10 | Chubb Limited | 6.1K | $1.91M | 1.1% | 0 | Held |
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