Scottsdale, AZCIK 13078784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 80.8K | $27.98M | 4.3% | −1.7K | Reduced |
| 2 | Goldman Sachs Group Inc | 30.5K | $26.83M | 4.1% | +1.1K | Added |
| 3 | Microsoft Corp | 52.6K | $25.43M | 3.9% | +921 | Added |
| 4 | American Express Co |
| 62.0K |
| $22.93M |
| 3.5% |
| +4.4K |
| Added |
| 5 | Lam Research Corp | 120.3K | $20.60M | 3.1% | +3.9K | Added |
| 6 | Jpmorgan Chase & Co. | 62.2K | $20.03M | 3.0% | +2.1K | Added |
| 7 | Walmart Inc | 174.3K | $19.41M | 3.0% | +6.4K | Added |
| 8 | Alphabet Inc | 61.8K | $19.36M | 2.9% | +488 | Added |
| 9 | Apple Inc | 68.8K | $18.71M | 2.8% | −931 | Reduced |
| 10 | Abbvie Inc | 68.6K | $15.67M | 2.4% | +3.5K | Added |
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