Palm Beach Gardens, FLCIK 12146394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 5.52M | $1.03B | 15.3% | −173.4K | Reduced |
| 2 | Microsoft Corp | 1.65M | $796.28M | 11.8% | −4.9K | Reduced |
| 3 | Alphabet Inc | 1.95M | $611.16M | 9.1% | +214.4K | Added |
| 4 | Broadcom Inc |
| 1.68M |
| $580.12M |
| 8.6% |
| +77.7K |
| Added |
| 5 | Amazon Com Inc | 2.36M | $545.57M | 8.1% | −56.9K | Reduced |
| 6 | Arista Networks Inc | 2.78M | $364.66M | 5.4% | −150.2K | Reduced |
| 7 | Meta Platforms Inc | 487.3K | $321.69M | 4.8% | −197.3K | Reduced |
| 8 | Intuit | 421.8K | $279.43M | 4.1% | −43.6K | Reduced |
| 9 | Uber Technologies Inc | 2.83M | $231.38M | 3.4% | −141.2K | Reduced |
| 10 | Reddit Inc | 805.4K | $185.14M | 2.7% | +11.5K | Added |
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