Sioux City, IACIK 11059094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 44.1K | $11.99M | 5.9% | −180 | Reduced |
| 2 | Microsoft Corp | 21.2K | $10.23M | 5.0% | −100 | Reduced |
| 3 | Alphabet Inc | 30.9K | $9.68M | 4.8% | −299 | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 16.0K |
| $8.05M |
| 4.0% |
| −77 |
| Reduced |
| 5 | Vanguard Intl Equity Index F | 51.2K | $7.22M | 3.6% | +9.9K | Added |
| 6 | Oracle Corp | 28.9K | $5.64M | 2.8% | −2.5K | Reduced |
| 7 | Walmart Inc | 46.3K | $5.15M | 2.5% | −360 | Reduced |
| 8 | Thermo Fisher Scientific Inc | 8.6K | $4.97M | 2.4% | −34 | Reduced |
| 9 | Qualcomm Inc | 27.6K | $4.72M | 2.3% | −42 | Reduced |
| 10 | Rtx Corporation | 23.2K | $4.26M | 2.1% | −68 | Reduced |
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