Chicago, ILCIK 13428574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,570 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 264.9K | $85.34M | 5.4% | −818 | Reduced |
| 2 | Apple Inc | 237.7K | $64.61M | 4.1% | −3.5K | Reduced |
| 3 | Ishares Tr | 518.5K | $63.91M | 4.0% | −403 | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 663.6K |
| $52.91M |
| 3.3% |
| +54.8K |
| Added |
| 5 | Vanguard Index Fds | 143.0K | $47.95M | 3.0% | +830 | Added |
| 6 | Microsoft Corp | 95.7K | $46.29M | 2.9% | +1.9K | Added |
| 7 | Spdr S&P 500 ETF Tr | 64.6K | $44.08M | 2.8% | −896 | Reduced |
| 8 | Ishares Tr | 186.8K | $39.61M | 2.5% | +3.1K | Added |
| 9 | Old Rep Intl Corp | 781.0K | $35.65M | 2.2% | +1.6K | Added |
| 10 | Vanguard Index Fds | 44.7K | $28.02M | 1.8% | +600 | Added |
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