Philadelphia, PACIK 10489214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
139 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 25.9K | $12.51M | 5.7% | +105 | Added |
| 2 | Apple Inc | 45.1K | $12.26M | 5.5% | −80 | Reduced |
| 3 | Nvidia Corporation | 57.1K | $10.65M | 4.8% | −2.6K | Reduced |
| 4 | Vanguard Index Fds |
| 16.1K |
| $10.11M |
| 4.6% |
| +1.3K |
| Added |
| 5 | Schwab Strategic Tr | 327.6K | $8.59M | 3.9% | 0 | Held |
| 6 | Alphabet Inc | 24.8K | $7.77M | 3.5% | −279 | Reduced |
| 7 | Procter And Gamble Co | 53.2K | $7.62M | 3.4% | −459 | Reduced |
| 8 | Vanguard Index Fds | 17.4K | $5.83M | 2.6% | −3.8K | Reduced |
| 9 | Johnson & Johnson | 21.6K | $4.48M | 2.0% | −219 | Reduced |
| 10 | Merck & Co Inc | 42.3K | $4.45M | 2.0% | −2.5K | Reduced |
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