Waterbury, CTCIK 11058374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
655 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 140.4K | $95.72M | 9.0% | −1.1K | Reduced |
| 2 | Vanguard Index Fds | 142.7K | $89.49M | 8.4% | +2.5K | Added |
| 3 | Apple Inc | 208.4K | $56.66M | 5.3% | +5.6K | Added |
| 4 | Alphabet Inc |
| 132.7K |
| $41.54M |
| 3.9% |
| −3.4K |
| Reduced |
| 5 | Nvidia Corporation | 221.0K | $41.23M | 3.9% | −8.3K | Reduced |
| 6 | Microsoft Corp | 69.8K | $33.77M | 3.2% | −365 | Reduced |
| 7 | Jpmorgan Chase & Co. | 88.4K | $28.49M | 2.7% | −2.1K | Reduced |
| 8 | Amazon Com Inc | 120.1K | $27.72M | 2.6% | +551 | Added |
| 9 | Vanguard Malvern Fds | 485.5K | $24.02M | 2.3% | +27.8K | Added |
| 10 | Wisdomtree Tr | 430.1K | $21.64M | 2.0% | +9.4K | Added |
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