Lake Oswego, ORCIK 13533184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 148.8K | $40.47M | 9.7% | −1.4K | Reduced |
| 2 | Microsoft Corp | 80.6K | $39.00M | 9.3% | −680 | Reduced |
| 3 | Nvidia Corporation | 206.4K | $38.49M | 9.2% | −1.2K | Reduced |
| 4 | Alphabet Inc |
| 107.4K |
| $33.70M |
| 8.1% |
| −191 |
| Reduced |
| 5 | Amazon Com Inc | 110.0K | $25.38M | 6.1% | −1.1K | Reduced |
| 6 | Moodys Corp | 33.7K | $17.20M | 4.1% | −196 | Reduced |
| 7 | Broadcom Inc | 46.9K | $16.24M | 3.9% | +6.2K | Added |
| 8 | Costco Whsl Corp New | 17.4K | $14.96M | 3.6% | −123 | Reduced |
| 9 | Visa Inc | 42.1K | $14.78M | 3.5% | −253 | Reduced |
| 10 | S&P Global Inc | 27.2K | $14.22M | 3.4% | −150 | Reduced |
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