West Palm Beach, FLCIK 11037384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 49.0K | $19.42M | 42.7% | −7.0K | Reduced |
| 2 | Amazon Com Inc | 13.0K | $3.00M | 6.6% | +6.5K | Added |
| 3 | Microsoft Corp | 6.0K | $2.90M | 6.4% | 0 | Held |
| 4 | Ishares Tr |
| 24.0K |
| $2.23M |
| 4.9% |
| +3.5K |
| Added |
| 5 | Ishares Tr | 37.0K | $2.02M | 4.5% | +37.0K | New |
| 6 | Reservoir Media Inc | 265.0K | $2.01M | 4.4% | +265.0K | New |
| 7 | Nvidia Corporation | 6.0K | $1.12M | 2.5% | +500 | Added |
| 8 | Warner Bros Discovery Inc | 37.5K | $1.08M | 2.4% | +37.5K | New |
| 9 | Meta Platforms Inc | 1.5K | $990.1K | 2.2% | +500 | Added |
| 10 | Black Stone Minerals L P | 71.0K | $943.8K | 2.1% | 0 | Held |
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