Waukesha, WICIK 11404364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 3.23M | $1.01B | 16.9% | −201.2K | Reduced |
| 2 | Alphabet Inc | 3.21M | $1.01B | 16.8% | −192.8K | Reduced |
| 3 | Visa Inc | 1.37M | $480.89M | 8.0% | −62.9K | Reduced |
| 4 | Costco Whsl Corp New |
| 547.3K |
| $471.93M |
| 7.9% |
| −23.4K |
| Reduced |
| 5 | Schwab Charles Corp | 4.37M | $437.02M | 7.3% | −213.4K | Reduced |
| 6 | Pnc Finl Svcs Group Inc | 2.02M | $422.54M | 7.1% | −90.9K | Reduced |
| 7 | Accenture PLC Ireland | 1.53M | $411.80M | 6.9% | −65.2K | Reduced |
| 8 | American Express Co | 1.08M | $398.74M | 6.7% | −48.5K | Reduced |
| 9 | Tjx Cos Inc New | 2.56M | $393.74M | 6.6% | −145.3K | Reduced |
| 10 | Home Depot Inc | 886.2K | $304.94M | 5.1% | −39.4K | Reduced |
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