Chicago, ILCIK 11036464 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
649 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bank America Corp | 23.7K | $29.53M | 4.3% | +20.0K | Added |
| 2 | Vanguard Index Fds | 31.6K | $19.85M | 2.9% | +3.7K | Added |
| 3 | Invesco Exchange Traded Fd T | 94.8K | $18.17M | 2.6% | +5.4K | Added |
| 4 | Core Scientific Inc New |
| 2.03M |
| $17.19M |
| 2.5% |
| +1.01M |
| Added |
| 5 | Ishares Gold Tr | 197.3K | $16.01M | 2.3% | +12.0K | Added |
| 6 | Kimco Rlty Corp | 200.2K | $11.66M | 1.7% | −76.1K | Reduced |
| 7 | Total Return Securities Fund | 1.66M | $10.32M | 1.5% | +1.11M | Added |
| 8 | Sofi Technologies Inc | 358.9K | $9.40M | 1.4% | +358.9K | New |
| 9 | Srh Total Return Fund Inc | 462.0K | $8.56M | 1.2% | +180 | Added |
| 10 | Special Opportunities Fd Inc | 323.4K | $8.03M | 1.2% | +19.5K | Added |
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