Dallas, TXCIK 12651314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
879 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 126.0K | $60.92M | 3.7% | −6.3K | Reduced |
| 2 | Nvidia Corporation | 208.0K | $38.79M | 2.3% | −11.8K | Reduced |
| 3 | Spdr Gold Tr | 85.2K | $33.76M | 2.0% | +2.7K | Added |
| 4 | Alphabet Inc |
| 92.7K |
| $29.02M |
| 1.7% |
| −6.4K |
| Reduced |
| 5 | Broadcom Inc | 80.4K | $27.83M | 1.7% | −4.1K | Reduced |
| 6 | Ishares Tr | 222.5K | $24.51M | 1.5% | +9.0K | Added |
| 7 | Jpmorgan Chase & Co. | 68.7K | $22.13M | 1.3% | −4.2K | Reduced |
| 8 | Visa Inc | 56.3K | $19.73M | 1.2% | −5.6K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 28.1K | $19.17M | 1.2% | −9.0K | Reduced |
| 10 | Alphabet Inc | 57.6K | $18.07M | 1.1% | −332 | Reduced |
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