New York, NYCIK 13524674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
267 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 1.05M | $713.00M | 38.3% | +27.9K | Added |
| 2 | Ab Active Etfs Inc | 4.26M | $181.58M | 9.7% | +625.2K | Added |
| 3 | Ishares Tr | 186.2K | $127.56M | 6.8% | −3.2K | Reduced |
| 4 | United Parcel Service Inc |
| 754.3K |
| $74.82M |
| 4.0% |
| −2.1K |
| Reduced |
| 5 | Apple Inc | 229.6K | $62.42M | 3.3% | +14.9K | Added |
| 6 | Microsoft Corp | 77.2K | $37.32M | 2.0% | +483 | Added |
| 7 | Vanguard Index Fds | 106.7K | $35.78M | 1.9% | +13 | Added |
| 8 | Vanguard Index Fds | 50.3K | $31.55M | 1.7% | −4.4K | Reduced |
| 9 | Alphabet Inc | 86.0K | $26.93M | 1.4% | −530 | Reduced |
| 10 | Kkr & Co Inc | 210.8K | $26.88M | 1.4% | −1.9K | Reduced |
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