Bedminster, NJCIK 10507434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
647 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.37M | $373.8K | 4.7% | +3.1K | Added |
| 2 | Alphabet Inc | 809.3K | $253.3K | 3.2% | −21.0K | Reduced |
| 3 | Microsoft Corp | 481.4K | $232.8K | 2.9% | +3.3K | Added |
| 4 | Invesco Qqq Tr |
| 331.9K |
| $203.4K |
| 2.6% |
| −2.8K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 565.7K | $182.3K | 2.3% | −10.3K | Reduced |
| 6 | Vanguard Index Fds | 289.5K | $181.6K | 2.3% | +10.6K | Added |
| 7 | Alphabet Inc | 479.7K | $150.5K | 1.9% | −20.4K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 220.2K | $150.1K | 1.9% | −887 | Reduced |
| 9 | Amazon Com Inc | 555.8K | $128.3K | 1.6% | +16.7K | Added |
| 10 | Ishares Tr | 1.20M | $120.7K | 1.5% | +78.2K | Added |
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