Lake Oswego, ORCIK 10362484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 174.4K | $109.35M | 11.8% | +174.4K | New |
| 2 | Nvidia Corporation | 336.5K | $62.76M | 6.8% | −29.6K | Reduced |
| 3 | Microsoft Corp | 98.5K | $47.62M | 5.1% | −4.3K | Reduced |
| 4 | Apple Inc |
| 148.6K |
| $40.40M |
| 4.4% |
| −9.8K |
| Reduced |
| 5 | Ishares Tr | 150.8K | $31.98M | 3.4% | 0 | Held |
| 6 | Alphabet Inc | 91.3K | $28.66M | 3.1% | −8.4K | Reduced |
| 7 | Spdr Series Trust | 255.1K | $27.22M | 2.9% | +2.2K | Added |
| 8 | Amazon Com Inc | 114.9K | $26.51M | 2.9% | −6.7K | Reduced |
| 9 | Vanguard Index Fds | 138.8K | $26.51M | 2.9% | +5.6K | Added |
| 10 | Broadcom Inc | 74.6K | $25.83M | 2.8% | −7.1K | Reduced |
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