Tampa, FLCIK 13150596 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 456.8K | $85.19M | 8.6% | −8.8K | Reduced |
| 2 | Microsoft Corp | 172.9K | $83.62M | 8.4% | −3.1K | Reduced |
| 3 | Booking Holdings Inc | 10.8K | $57.57M | 5.8% | −215 | Reduced |
| 4 | Alphabet Inc |
| 178.0K |
| $55.86M |
| 5.6% |
| −52.8K |
| Reduced |
| 5 | Visa Inc | 148.4K | $52.04M | 5.3% | −3.1K | Reduced |
| 6 | Intuit | 70.7K | $46.80M | 4.7% | −1.3K | Reduced |
| 7 | Apple Inc | 169.4K | $46.05M | 4.7% | −4.2K | Reduced |
| 8 | Eli Lilly & Co | 42.7K | $45.90M | 4.6% | −536 | Reduced |
| 9 | Alphabet Inc | 145.8K | $45.65M | 4.6% | −36.0K | Reduced |
| 10 | Stryker Corporation | 121.8K | $42.81M | 4.3% | −2.0K | Reduced |
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