Sarasota, FLCIK 12554354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 87.9K | $59.97M | 22.7% | −3.0K | Reduced |
| 2 | Spdr S&P Midcap 400 ETF Tr | 43.9K | $26.51M | 10.1% | −355 | Reduced |
| 3 | Spdr Series Trust | 76.0K | $18.33M | 7.0% | −3.3K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 28.7K |
| $14.43M |
| 5.5% |
| +630 |
| Added |
| 5 | Ishares Tr | 167.8K | $11.26M | 4.3% | −2.9K | Reduced |
| 6 | Ishares Tr | 64.2K | $10.84M | 4.1% | −1.2K | Reduced |
| 7 | Microsoft Corp | 21.2K | $10.25M | 3.9% | +1.3K | Added |
| 8 | Vanguard Index Fds | 18.2K | $8.88M | 3.4% | +3.4K | Added |
| 9 | Ishares Tr | 130.5K | $8.11M | 3.1% | −475 | Reduced |
| 10 | Spdr Series Trust | 122.9K | $7.39M | 2.8% | −780 | Reduced |
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