Westerly, RICIK 10797364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
277 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 537.1K | $146.02M | 4.8% | −9.7K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 200.7K | $136.88M | 4.5% | −6.2K | Reduced |
| 3 | Alphabet Inc | 405.4K | $126.90M | 4.1% | −8.0K | Reduced |
| 4 | Broadcom Inc |
| 365.5K |
| $126.48M |
| 4.1% |
| −12.0K |
| Reduced |
| 5 | Vanguard Index Fds | 169.4K | $106.23M | 3.5% | +2.7K | Added |
| 6 | Nvidia Corporation | 545.3K | $101.69M | 3.3% | −23.7K | Reduced |
| 7 | Microsoft Corp | 199.7K | $96.57M | 3.2% | −3.4K | Reduced |
| 8 | Amazon Com Inc | 404.6K | $93.39M | 3.1% | −4.7K | Reduced |
| 9 | Ishares Tr | 914.8K | $88.07M | 2.9% | −13.5K | Reduced |
| 10 | Ishares Tr | 315.1K | $77.55M | 2.5% | −4.5K | Reduced |
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