West Conshohocken, PACIK 12782494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
189 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 141.8K | $68.57M | 6.9% | −8.5K | Reduced |
| 2 | Alphabet Inc | 187.1K | $58.72M | 5.9% | −7.2K | Reduced |
| 3 | Apple Inc | 210.6K | $57.25M | 5.8% | −8.2K | Reduced |
| 4 | Broadcom Inc |
| 133.9K |
| $46.33M |
| 4.7% |
| −5.5K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 124.0K | $39.97M | 4.0% | −2.4K | Reduced |
| 6 | Oracle Corp | 148.1K | $28.87M | 2.9% | −13.9K | Reduced |
| 7 | Lam Research Corp | 133.7K | $22.89M | 2.3% | −3.3K | Reduced |
| 8 | Visa Inc | 59.5K | $20.86M | 2.1% | −1.1K | Reduced |
| 9 | Mcdonalds Corp | 65.2K | $19.94M | 2.0% | −1.9K | Reduced |
| 10 | Rtx Corporation | 102.6K | $18.81M | 1.9% | −3.2K | Reduced |
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