Chicago, ILCIK 12507314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ardent Health Inc | 77.25M | $682.09M | 58.8% | 0 | Held |
| 2 | Vanguard Index Fds | 540.2K | $181.10M | 15.6% | +1.5K | Added |
| 3 | Invesco Exchange Traded Fd T | 1.87M | $84.90M | 7.3% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds |
| 874.9K |
| $54.65M |
| 4.7% |
| +47.5K |
| Added |
| 5 | Equity Residential | 680.0K | $42.87M | 3.7% | −255.5K | Reduced |
| 6 | Ishares Inc | 594.5K | $39.97M | 3.4% | 0 | Held |
| 7 | Equity Lifestyle Pptys Inc | 524.4K | $31.78M | 2.7% | −232.0K | Reduced |
| 8 | Vanguard World Fd | 64.1K | $18.45M | 1.6% | +605 | Added |
| 9 | Vanguard Index Fds | 19.8K | $12.43M | 1.1% | +9.5K | Added |
| 10 | Vanguard World Fd | 78.1K | $10.42M | 0.9% | +621 | Added |
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