New Orleans, LACIK 11136294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 186.8K | $60.20M | 6.0% | −17.2K | Reduced |
| 2 | Visa Inc | 116.9K | $40.98M | 4.1% | −5.2K | Reduced |
| 3 | Amazon Com Inc | 165.9K | $38.29M | 3.8% | −7.7K | Reduced |
| 4 | Ligand Pharmaceuticals Inc |
| 202.5K |
| $38.28M |
| 3.8% |
| −77.5K |
| Reduced |
| 5 | Freeport-Mcmoran Inc | 722.1K | $36.68M | 3.7% | −34.0K | Reduced |
| 6 | Palomar Hldgs Inc | 260.4K | $35.09M | 3.5% | −10.8K | Reduced |
| 7 | Chevron Corp New | 203.4K | $31.00M | 3.1% | −1.9K | Reduced |
| 8 | On Hldg AG | 658.8K | $30.62M | 3.1% | −35.0K | Reduced |
| 9 | Abbott Labs | 231.4K | $28.99M | 2.9% | −4.4K | Reduced |
| 10 | Pool Corp | 123.1K | $28.16M | 2.8% | −4.5K | Reduced |
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