Tulsa, OKCIK 10833234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 61.2K | $46.16M | 13.5% | +260 | Added |
| 2 | Spdr S&P 500 ETF Tr | 34.8K | $23.73M | 6.9% | −155 | Reduced |
| 3 | Vanguard World Fd | 141.0K | $18.83M | 5.5% | +1.7K | Added |
| 4 | Apple Inc |
| 65.8K |
| $17.90M |
| 5.2% |
| −341 |
| Reduced |
| 5 | Vanguard World Fd | 32.8K | $12.93M | 3.8% | −698 | Reduced |
| 6 | Alphabet Inc | 39.6K | $12.40M | 3.6% | +218 | Added |
| 7 | Microsoft Corp | 25.6K | $12.39M | 3.6% | +478 | Added |
| 8 | Visa Inc | 26.8K | $9.39M | 2.7% | −340 | Reduced |
| 9 | Vanguard World Fd | 32.6K | $9.39M | 2.7% | +2.3K | Added |
| 10 | Select Sector Spdr Tr | 54.9K | $8.52M | 2.5% | +1.9K | Added |
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