New York, NYCIK 13085274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
307 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 1.46M | $458.75M | 8.0% | −50.7K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 879.1K | $441.86M | 7.7% | −5.7K | Reduced |
| 3 | Microsoft Corp | 695.9K | $336.54M | 5.9% | +37.9K | Added |
| 4 | Amazon Com Inc |
| 1.20M |
| $277.45M |
| 4.9% |
| −10.6K |
| Reduced |
| 5 | Mastercard Incorporated | 378.2K | $215.88M | 3.8% | −8.5K | Reduced |
| 6 | Apple Inc | 732.4K | $199.12M | 3.5% | −4.0K | Reduced |
| 7 | Uber Technologies Inc | 2.26M | $184.93M | 3.2% | −52.7K | Reduced |
| 8 | Markel Group Inc | 81.9K | $176.14M | 3.1% | −2.3K | Reduced |
| 9 | Costco Whsl Corp New | 191.1K | $164.81M | 2.9% | −3.2K | Reduced |
| 10 | Deere & Co | 321.0K | $149.46M | 2.6% | +11.6K | Added |
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