Columbus, OHCIK 13341994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 37.1K | $12.86M | 4.9% | −5.6K | Reduced |
| 2 | Cencora Inc | 36.4K | $12.30M | 4.7% | −383 | Reduced |
| 3 | Cardinal Health Inc | 55.0K | $11.29M | 4.3% | +260 | Added |
| 4 | Tjx Cos Inc New |
| 67.0K |
| $10.29M |
| 3.9% |
| −1.4K |
| Reduced |
| 5 | Ryder Sys Inc | 52.3K | $10.02M | 3.8% | −1.3K | Reduced |
| 6 | Bank America Corp | 179.4K | $9.87M | 3.8% | −2.1K | Reduced |
| 7 | Apple Inc | 34.6K | $9.42M | 3.6% | −828 | Reduced |
| 8 | Citigroup Inc | 80.1K | $9.34M | 3.6% | −11.1K | Reduced |
| 9 | Nvidia Corporation | 48.7K | $9.09M | 3.5% | −2.5K | Reduced |
| 10 | Mastercard Incorporated | 15.5K | $8.86M | 3.4% | +62 | Added |
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