North Bethesda, MDCIK 12862954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 5.5K | $1.72M | 7.0% | 0 | Held |
| 2 | Apple Inc | 5.0K | $1.36M | 5.5% | 0 | Held |
| 3 | Nvidia Corporation | 7.2K | $1.35M | 5.5% | 0 | Held |
| 4 | Goldman Sachs Group Inc |
| 1.5K |
| $1.32M |
| 5.4% |
| 0 |
| Held |
| 5 | American Express Co | 3.5K | $1.31M | 5.3% | 0 | Held |
| 6 | Microsoft Corp | 2.3K | $1.13M | 4.6% | 0 | Held |
| 7 | Abbvie Inc | 4.3K | $987.1K | 4.0% | 0 | Held |
| 8 | Intel Corp | 26.5K | $976.7K | 3.9% | −1.6K | Reduced |
| 9 | Jpmorgan Chase & Co. | 3.0K | $961.5K | 3.9% | 0 | Held |
| 10 | Netflix Inc | 9.8K | $920.7K | 3.7% | +8.8K | Added |
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