Pawling, NYCIK 11282864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
63 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 73.5K | $35.53M | 11.8% | −113 | Reduced |
| 2 | Apple Inc | 128.7K | $34.99M | 11.6% | −1.7K | Reduced |
| 3 | Alphabet Inc | 103.7K | $32.55M | 10.8% | −7.9K | Reduced |
| 4 | Alphabet Inc |
| 99.0K |
| $30.97M |
| 10.3% |
| −7.6K |
| Reduced |
| 5 | Adobe Inc | 60.4K | $21.15M | 7.0% | +3.1K | Added |
| 6 | Idexx Labs Inc | 31.1K | $21.06M | 7.0% | −271 | Reduced |
| 7 | Intuitive Surgical Inc | 26.5K | $15.01M | 5.0% | −205 | Reduced |
| 8 | Quanta Svcs Inc | 27.8K | $11.73M | 3.9% | −970 | Reduced |
| 9 | Cisco Sys Inc | 108.9K | $8.39M | 2.8% | −330 | Reduced |
| 10 | Bristol-Myers Squibb Co | 128.0K | $6.91M | 2.3% | −2.1K | Reduced |
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