Birmingham, ALCIK 12817615 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
838 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.11M | $760.26M | 4.9% | −14.4K | Reduced |
| 2 | Ishares Tr | 9.97M | $658.10M | 4.2% | +526.8K | Added |
| 3 | Microsoft Corp | 1.20M | $581.73M | 3.7% | −10.2K | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 8.03M |
| $501.80M |
| 3.2% |
| +143.7K |
| Added |
| 5 | Ishares Tr | 4.01M | $481.94M | 3.1% | +178.2K | Added |
| 6 | Nvidia Corporation | 2.46M | $458.43M | 2.9% | −14.4K | Reduced |
| 7 | Apple Inc | 1.60M | $434.23M | 2.8% | −8.0K | Reduced |
| 8 | Schwab Strategic Tr | 9.16M | $414.17M | 2.7% | +55.6K | Added |
| 9 | Jpmorgan Chase & Co. | 1.14M | $368.11M | 2.4% | −13.0K | Reduced |
| 10 | Eli Lilly & Co | 339.4K | $364.70M | 2.3% | −4.2K | Reduced |
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