Cleveland, OHCIK 10728434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 126.8K | $40.9K | 7.9% | −1.5K | Reduced |
| 2 | Microsoft Corp | 75.9K | $36.7K | 7.1% | −578 | Reduced |
| 3 | Goldman Sachs Group Inc | 29.8K | $26.2K | 5.1% | −906 | Reduced |
| 4 | Blackrock Inc |
| 22.7K |
| $24.3K |
| 4.7% |
| +36 |
| Added |
| 5 | Lowes Cos Inc | 96.4K | $23.3K | 4.5% | +1.2K | Added |
| 6 | Novartis AG | 135.4K | $18.7K | 3.6% | −1.0K | Reduced |
| 7 | Johnson & Johnson | 88.7K | $18.4K | 3.6% | −3.9K | Reduced |
| 8 | Marriott Intl Inc New | 55.5K | $17.2K | 3.3% | +44 | Added |
| 9 | Honeywell Intl Inc | 85.3K | $16.6K | 3.2% | −379 | Reduced |
| 10 | Nasdaq Inc | 160.5K | $15.6K | 3.0% | +3.4K | Added |
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