New York, NYCIK 13199984 filings on record
Reported 13F value by quarter
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UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Becton Dickinson & Co | 1.40M | $271.70M | 6.3% | 0 | Held |
| 2 | Amazon Com Inc | 1.10M | $253.90M | 5.9% | +350.0K | Added |
| 3 | Microsoft Corp | 500.0K | $241.81M | 5.6% | +100.0K | Added |
| 4 | Illumina Inc |
| 1.75M |
| $229.59M |
| 5.3% |
| +250.5K |
| Added |
| 5 | Aon PLC | 650.0K | $229.37M | 5.3% | +650.0K | New |
| 6 | Expeditors Intl Wash Inc | 1.35M | $201.16M | 4.7% | +1.35M | New |
| 7 | Qnity Electronics Inc | 2.40M | $195.96M | 4.6% | +2.40M | New |
| 8 | Henry Schein Inc | 2.50M | $188.95M | 4.4% | +700.0K | Added |
| 9 | Oshkosh Corp | 1.40M | $175.88M | 4.1% | +1.40M | New |
| 10 | C H Robinson Worldwide Inc | 1.00M | $160.76M | 3.7% | −500.0K | Reduced |
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