Palm Beach, FLCIK 11190324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 396.6K | $73.97M | 15.8% | −31.1K | Reduced |
| 2 | Alphabet Inc | 129.0K | $40.49M | 8.6% | −3.3K | Reduced |
| 3 | Amazon Com Inc | 155.7K | $35.93M | 7.7% | −10 | Reduced |
| 4 | Apple Inc |
| 98.1K |
| $26.67M |
| 5.7% |
| 0 |
| Held |
| 5 | Microsoft Corp | 45.9K | $22.19M | 4.7% | −1.7K | Reduced |
| 6 | Alphabet Inc | 52.4K | $16.41M | 3.5% | 0 | Held |
| 7 | Newmont Corp | 163.0K | $16.28M | 3.5% | −6.3K | Reduced |
| 8 | Jpmorgan Chase & Co. | 37.7K | $12.15M | 2.6% | +5.0K | Added |
| 9 | United Rentals Inc | 13.8K | $11.17M | 2.4% | −2 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 18.7K | $9.40M | 2.0% | −65 | Reduced |
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