New York, NYCIK 12182544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 40.8K | $19.71M | 12.5% | −845 | Reduced |
| 2 | Jpmorgan Chase & Co. | 46.7K | $15.03M | 9.5% | −3.2K | Reduced |
| 3 | Ameriprise Finl Inc | 19.1K | $9.35M | 5.9% | −347 | Reduced |
| 4 | Home Depot Inc |
| 24.6K |
| $8.46M |
| 5.4% |
| −266 |
| Reduced |
| 5 | Bank America Corp | 142.6K | $7.84M | 5.0% | −6.9K | Reduced |
| 6 | Uber Technologies Inc | 88.3K | $7.21M | 4.6% | −817 | Reduced |
| 7 | Bank New York Mellon Corp | 48.4K | $5.62M | 3.6% | −482 | Reduced |
| 8 | Madison Square Grdn Sprt Cor | 20.9K | $5.41M | 3.4% | −310 | Reduced |
| 9 | Cisco Sys Inc | 53.6K | $4.13M | 2.6% | −805 | Reduced |
| 10 | Alphabet Inc | 11.3K | $3.54M | 2.2% | −224 | Reduced |
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