Elmira, NYCIK 10802014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.33M | $35.8K | 7.5% | −7.0K | Reduced |
| 2 | Apple Inc | 110.3K | $30.0K | 6.3% | −3 | Reduced |
| 3 | Amazon Com Inc | 116.5K | $26.9K | 5.6% | +726 | Added |
| 4 | Microsoft Corp |
| 53.5K |
| $25.9K |
| 5.4% |
| +560 |
| Added |
| 5 | Alphabet Inc | 79.3K | $24.8K | 5.2% | −310 | Reduced |
| 6 | Jpmorgan Chase & Co. | 53.5K | $17.3K | 3.6% | +105 | Added |
| 7 | Intuitive Surgical Inc | 29.8K | $16.9K | 3.5% | −136 | Reduced |
| 8 | Broadcom Inc | 46.2K | $16.0K | 3.3% | −41 | Reduced |
| 9 | Schwab Strategic Tr | 570.3K | $15.0K | 3.1% | +14.7K | Added |
| 10 | J P Morgan Exchange Traded F | 227.2K | $14.4K | 3.0% | +10.1K | Added |
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