Bethesda, MDCIK 13137924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
175 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 207.9K | $100.52M | 7.8% | −4.5K | Reduced |
| 2 | Apple Inc | 341.5K | $92.83M | 7.2% | −5.9K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 150.8K | $75.79M | 5.9% | −3.1K | Reduced |
| 4 | Alphabet Inc |
| 206.9K |
| $64.92M |
| 5.0% |
| −11.2K |
| Reduced |
| 5 | Broadcom Inc | 166.0K | $57.47M | 4.5% | −4.0K | Reduced |
| 6 | United Rentals Inc | 70.1K | $56.74M | 4.4% | −787 | Reduced |
| 7 | Alphabet Inc | 153.3K | $47.97M | 3.7% | −1.4K | Reduced |
| 8 | Lowes Cos Inc | 198.5K | $47.88M | 3.7% | −910 | Reduced |
| 9 | Amazon Com Inc | 180.1K | $41.56M | 3.2% | −1.5K | Reduced |
| 10 | Applied Matls Inc | 149.8K | $38.49M | 3.0% | −1.0K | Reduced |
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