Bradenton, FLCIK 10919234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 318.5K | $21.02M | 10.8% | −755 | Reduced |
| 2 | Ishares Tr | 105.2K | $12.64M | 6.5% | −125 | Reduced |
| 3 | Apple Inc | 45.9K | $12.47M | 6.4% | −1.4K | Reduced |
| 4 | Alphabet Inc |
| 29.4K |
| $9.19M |
| 4.7% |
| −645 |
| Reduced |
| 5 | Microsoft Corp | 18.8K | $9.09M | 4.7% | −520 | Reduced |
| 6 | S&P Global Inc | 17.4K | $9.07M | 4.7% | −325 | Reduced |
| 7 | Cintas Corp | 42.7K | $8.03M | 4.1% | −855 | Reduced |
| 8 | Lowes Cos Inc | 29.3K | $7.05M | 3.6% | −525 | Reduced |
| 9 | Walmart Inc | 59.9K | $6.67M | 3.4% | −485 | Reduced |
| 10 | Aflac Inc | 60.0K | $6.61M | 3.4% | −1.3K | Reduced |
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