Palm Beach, FLCIK 13417484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
232 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 201.8K | $54.85M | 6.1% | +4.4K | Added |
| 2 | Eli Lilly & Co | 48.8K | $52.44M | 5.9% | −2.6K | Reduced |
| 3 | Microsoft Corp | 84.9K | $41.04M | 4.6% | +12.6K | Added |
| 4 | Abbvie Inc |
| 112.6K |
| $25.73M |
| 2.9% |
| +4.7K |
| Added |
| 5 | Visa Inc | 67.1K | $23.55M | 2.6% | −219 | Reduced |
| 6 | Jpmorgan Chase & Co. | 73.0K | $23.54M | 2.6% | +515 | Added |
| 7 | Ishares Tr | 33.4K | $22.88M | 2.6% | +69 | Added |
| 8 | Nvidia Corporation | 119.8K | $22.34M | 2.5% | −451 | Reduced |
| 9 | Ishares Gold Tr | 274.5K | $22.28M | 2.5% | +4.0K | Added |
| 10 | Berkshire Hathaway Inc Del | 40.3K | $20.26M | 2.3% | +521 | Added |
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