New York, NYCIK 10853934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 469.5K | $151.28M | 6.7% | 0 | Held |
| 2 | Rocket Cos Inc | 5.48M | $106.00M | 4.7% | +5.20M | Added |
| 3 | Webster Finl Corp | 1.48M | $93.20M | 4.1% | +247.5K | Added |
| 4 | Bank America Corp |
| 1.61M |
| $88.77M |
| 3.9% |
| −108.3K |
| Reduced |
| 5 | Us Bancorp Del | 1.63M | $86.96M | 3.8% | +53.9K | Added |
| 6 | Pennymac Finl Svcs Inc New | 550.9K | $72.63M | 3.2% | −27.6K | Reduced |
| 7 | Morgan Stanley | 369.3K | $65.55M | 2.9% | 0 | Held |
| 8 | Onemain Hldgs Inc | 918.8K | $62.07M | 2.7% | −7.2K | Reduced |
| 9 | Dime Cmnty Bancshares Inc | 2.05M | $61.66M | 2.7% | 0 | Held |
| 10 | Schwab Charles Corp | 608.4K | $60.79M | 2.7% | +136.2K | Added |
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