Cleveland, OHCIK 13310744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
204 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 29.7K | $14.38M | 4.5% | −2.2K | Reduced |
| 2 | Eaton Corp PLC | 37.1K | $11.81M | 3.7% | −1.6K | Reduced |
| 3 | Apple Inc | 42.8K | $11.64M | 3.7% | −4.1K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 29.4K |
| $9.46M |
| 3.0% |
| −1.6K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 18.2K | $9.15M | 2.9% | −628 | Reduced |
| 6 | Vanguard Index Fds | 13.0K | $8.16M | 2.6% | +134 | Added |
| 7 | Rtx Corporation | 39.5K | $7.24M | 2.3% | +1.0K | Added |
| 8 | Lumentum Hldgs Inc | 16.8K | $6.20M | 2.0% | −615 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 8.3K | $5.69M | 1.8% | +523 | Added |
| 10 | Pentair PLC | 53.6K | $5.58M | 1.8% | +2.0K | Added |
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