Grand Rapids, MICIK 10922904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
163 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 227.4K | $109.96M | 7.3% | −2.6K | Reduced |
| 2 | Alphabet Inc | 260.2K | $81.45M | 5.4% | −7.4K | Reduced |
| 3 | Coherent Corp | 310.4K | $57.30M | 3.8% | −16.9K | Reduced |
| 4 | Amazon Com Inc |
| 221.5K |
| $51.13M |
| 3.4% |
| −2.9K |
| Reduced |
| 5 | Applied Matls Inc | 182.8K | $46.98M | 3.1% | −5.2K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 92.2K | $46.35M | 3.1% | −1.2K | Reduced |
| 7 | Visa Inc | 131.9K | $46.26M | 3.1% | −966 | Reduced |
| 8 | Taiwan Semiconductor Mfg Ltd | 151.0K | $45.87M | 3.0% | −1.6K | Reduced |
| 9 | Ishares Tr | 61.2K | $41.90M | 2.8% | +962 | Added |
| 10 | Johnson & Johnson | 186.6K | $38.62M | 2.5% | −5.3K | Reduced |
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