New York, NYCIK 13548214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
199 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 138.6K | $67.05M | 5.8% | −498 | Reduced |
| 2 | Jpmorgan Chase & Co. | 172.3K | $55.52M | 4.8% | −459 | Reduced |
| 3 | Alphabet Inc | 173.3K | $54.24M | 4.7% | +1 | Added |
| 4 | Bank New York Mellon Corp |
| 424.4K |
| $49.26M |
| 4.3% |
| 0 |
| Held |
| 5 | Caterpillar Inc | 75.2K | $43.11M | 3.7% | −621 | Reduced |
| 6 | Johnson & Johnson | 207.1K | $42.86M | 3.7% | −307 | Reduced |
| 7 | Capital One Finl Corp | 174.1K | $42.18M | 3.7% | −2.7K | Reduced |
| 8 | Alphabet Inc | 117.3K | $36.81M | 3.2% | −871 | Reduced |
| 9 | Ubs Group AG | 658.9K | $30.51M | 2.6% | −39.8K | Reduced |
| 10 | Amazon Com Inc | 123.1K | $28.42M | 2.5% | −240 | Reduced |
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