New York, NYCIK 11149285 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 1.11M | $348.12M | 13.3% | −116.3K | Reduced |
| 2 | Idexx Labs Inc | 427.0K | $288.91M | 11.0% | −5.6K | Reduced |
| 3 | Arista Networks Inc | 2.01M | $262.88M | 10.0% | −102.6K | Reduced |
| 4 | Visa Inc |
| 740.5K |
| $259.69M |
| 9.9% |
| +3.7K |
| Added |
| 5 | Microsoft Corp | 484.0K | $234.08M | 8.9% | −1.3K | Reduced |
| 6 | Cme Group Inc | 804.3K | $219.65M | 8.4% | +12.6K | Added |
| 7 | Costco Whsl Corp New | 241.7K | $208.41M | 8.0% | +47 | Added |
| 8 | Mettler Toledo International | 141.4K | $197.13M | 7.5% | −890 | Reduced |
| 9 | Automatic Data Processing In | 696.5K | $179.15M | 6.8% | +39.0K | Added |
| 10 | Home Depot Inc | 290.2K | $99.85M | 3.8% | −312 | Reduced |
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