New York, NYCIK 13447174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
327 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 152.2K | $73.62M | 10.8% | −5.1K | Reduced |
| 2 | Jpmorgan Chase & Co. | 163.1K | $52.55M | 7.7% | −5.2K | Reduced |
| 3 | Apple Inc | 181.0K | $49.21M | 7.2% | −4.7K | Reduced |
| 4 | Costco Whsl Corp New |
| 33.1K |
| $28.57M |
| 4.2% |
| −845 |
| Reduced |
| 5 | Alphabet Inc | 69.5K | $21.75M | 3.2% | −2.0K | Reduced |
| 6 | International Business Machs | 68.2K | $20.21M | 3.0% | −1.4K | Reduced |
| 7 | Johnson & Johnson | 90.1K | $18.64M | 2.7% | −1.4K | Reduced |
| 8 | Citigroup Inc | 137.2K | $16.01M | 2.4% | −5.3K | Reduced |
| 9 | Bank America Corp | 286.8K | $15.77M | 2.3% | −6.3K | Reduced |
| 10 | Pnc Finl Svcs Group Inc | 71.6K | $14.94M | 2.2% | −1.0K | Reduced |
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