West Conshohocken, PACIK 13463784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
207 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 556 | $419.67M | 47.4% | 0 | Held |
| 2 | Broadcom Inc | 73.4K | $25.41M | 2.9% | +1.2K | Added |
| 3 | Nvidia Corporation | 115.6K | $21.56M | 2.4% | −2.6K | Reduced |
| 4 | Apple Inc |
| 70.0K |
| $19.02M |
| 2.1% |
| −2.5K |
| Reduced |
| 5 | Lam Research Corp | 98.1K | $16.80M | 1.9% | −1.9K | Reduced |
| 6 | Microsoft Corp | 32.4K | $15.67M | 1.8% | −277 | Reduced |
| 7 | Jpmorgan Chase & Co. | 48.1K | $15.50M | 1.8% | −675 | Reduced |
| 8 | Eli Lilly & Co | 11.0K | $11.80M | 1.3% | −103 | Reduced |
| 9 | Alphabet Inc | 33.6K | $10.53M | 1.2% | −190 | Reduced |
| 10 | Costco Whsl Corp New | 11.4K | $9.79M | 1.1% | +308 | Added |
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