Pittsburgh, PACIK 11414554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
315 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 458.9K | $139.45M | 5.8% | −8.7K | Reduced |
| 2 | Amphenol Corp New | 952.0K | $128.65M | 5.3% | −24.3K | Reduced |
| 3 | Amazon Com Inc | 402.8K | $92.96M | 3.9% | −1.5K | Reduced |
| 4 | Corning Inc |
| 953.6K |
| $83.50M |
| 3.5% |
| −11.8K |
| Reduced |
| 5 | Alphabet Inc | 242.6K | $75.93M | 3.1% | +99.8K | Added |
| 6 | Flex Ltd | 1.22M | $73.57M | 3.0% | −13.0K | Reduced |
| 7 | American Express Co | 177.0K | $65.47M | 2.7% | +911 | Added |
| 8 | Ralph Lauren Corp | 140.2K | $49.58M | 2.1% | −1.5K | Reduced |
| 9 | Hsbc Hldgs PLC | 614.0K | $48.30M | 2.0% | −10.0K | Reduced |
| 10 | Cardinal Health Inc | 234.1K | $48.10M | 2.0% | −2.2K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio