Atlanta, GACIK 13280624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
219 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 495.5K | $155.09M | 6.0% | −73.9K | Reduced |
| 2 | Micron Technology Inc | 477.6K | $136.31M | 5.3% | −183.8K | Reduced |
| 3 | Broadcom Inc | 376.9K | $130.45M | 5.1% | +1.5K | Added |
| 4 | Meta Platforms Inc |
| 179.1K |
| $118.22M |
| 4.6% |
| +2.9K |
| Added |
| 5 | Kla Corp | 96.8K | $117.68M | 4.6% | +374 | Added |
| 6 | Visa Inc | 297.7K | $104.40M | 4.0% | +29.4K | Added |
| 7 | Applied Matls Inc | 401.9K | $103.28M | 4.0% | +21.4K | Added |
| 8 | Iqvia Hldgs Inc | 453.9K | $102.30M | 4.0% | +109.7K | Added |
| 9 | Cencora Inc | 283.9K | $95.90M | 3.7% | −7.4K | Reduced |
| 10 | Apollo Global Mgmt Inc | 632.7K | $91.59M | 3.6% | +2.2K | Added |
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