Saratoga Springs, NYCIK 10542574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
537 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 58.7K | $40.01M | 13.2% | −665 | Reduced |
| 2 | Apple Inc | 67.3K | $18.29M | 6.0% | −881 | Reduced |
| 3 | Nvidia Corporation | 89.5K | $16.69M | 5.5% | −587 | Reduced |
| 4 | Microsoft Corp |
| 24.4K |
| $11.81M |
| 3.9% |
| −73 |
| Reduced |
| 5 | Amazon Com Inc | 37.8K | $8.72M | 2.9% | +147 | Added |
| 6 | Vanguard Scottsdale Fds | 29.0K | $8.72M | 2.9% | +3.8K | Added |
| 7 | Jpmorgan Chase & Co. | 21.7K | $7.01M | 2.3% | −295 | Reduced |
| 8 | Spdr S&P Midcap 400 ETF Tr | 10.3K | $6.22M | 2.0% | −160 | Reduced |
| 9 | Ishares Tr | 11.7K | $5.54M | 1.8% | +1.0K | Added |
| 10 | Berkshire Hathaway Inc Del | 9.7K | $4.90M | 1.6% | −320 | Reduced |
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