Bellingham, WACIK 13166174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 2.04M | $620.27M | 8.2% | −98.3K | Reduced |
| 2 | Eli Lilly & Co | 561.3K | $603.27M | 8.0% | −28.2K | Reduced |
| 3 | Broadcom Inc | 1.53M | $529.21M | 7.0% | −2.3K | Reduced |
| 4 | Microsoft Corp |
| 1.06M |
| $514.30M |
| 6.8% |
| −50.7K |
| Reduced |
| 5 | Apple Inc | 1.79M | $485.57M | 6.4% | −11.9K | Reduced |
| 6 | Alphabet Inc | 1.44M | $450.77M | 6.0% | −4.1K | Reduced |
| 7 | Nvidia Corporation | 2.23M | $415.82M | 5.5% | −7.1K | Reduced |
| 8 | Asml Holding N V | 320.1K | $342.45M | 4.5% | −1.4K | Reduced |
| 9 | Johnson Ctls Intl PLC | 2.63M | $315.15M | 4.2% | −15.3K | Reduced |
| 10 | Tjx Cos Inc New | 1.23M | $188.72M | 2.5% | −2.0K | Reduced |
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