Miami Beach, FLCIK 13172674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Energy Transfer L P | 2.32M | $38.19M | 26.0% | −63.2K | Reduced |
| 2 | Enterprise Prods Partners L | 683.4K | $21.91M | 14.9% | −79.6K | Reduced |
| 3 | Amazon Com Inc | 77.2K | $17.82M | 12.1% | +866 | Added |
| 4 | Alphabet Inc |
| 55.0K |
| $17.21M |
| 11.7% |
| +55.0K |
| New |
| 5 | Nvidia Corporation | 55.0K | $10.26M | 7.0% | +35.0K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 32.9K | $10.01M | 6.8% | +32.9K | New |
| 7 | Ishares Bitcoin Trust ETF | 195.2K | $9.69M | 6.6% | +40.0K | Added |
| 8 | Alibaba Group Hldg Ltd | 50.0K | $7.33M | 5.0% | +50.0K | New |
| 9 | Centene Corp Del | 125.0K | $5.14M | 3.5% | −25.0K | Reduced |
| 10 | Salesforce Inc | 15.0K | $3.97M | 2.7% | +10.0K | Added |
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