Indianapolis, INCIK 11658054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.30M | $130.30M | 6.2% | +340.3K | Added |
| 2 | Alphabet Inc | 401.3K | $125.60M | 6.0% | −15.5K | Reduced |
| 3 | Asml Holding N V | 93.6K | $100.19M | 4.8% | −2.9K | Reduced |
| 4 | Morgan Stanley |
| 556.6K |
| $98.82M |
| 4.7% |
| −15.3K |
| Reduced |
| 5 | Broadcom Inc | 266.8K | $92.35M | 4.4% | −61.8K | Reduced |
| 6 | Microsoft Corp | 183.8K | $88.89M | 4.2% | −1.8K | Reduced |
| 7 | Novartis AG | 601.9K | $82.99M | 4.0% | −4.9K | Reduced |
| 8 | Disney Walt Co | 708.9K | $81.19M | 3.9% | −16.3K | Reduced |
| 9 | Progressive Corp | 305.4K | $69.55M | 3.3% | −8.7K | Reduced |
| 10 | Intercontinental Exchange In | 428.1K | $69.34M | 3.3% | −57 | Reduced |
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