Chicago, ILCIK 13583314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abbvie Inc | 122.5K | $27.99M | 8.7% | −5.0K | Reduced |
| 2 | Aercap Holdings NV | 183.5K | $26.38M | 8.2% | 0 | Held |
| 3 | Allstate Corp | 125.5K | $26.12M | 8.1% | 0 | Held |
| 4 | Nextera Energy |
| 310.3K |
| $24.91M |
| 7.7% |
| −4.7K |
| Reduced |
| 5 | U Haul Holding Company | 452.0K | $21.13M | 6.6% | 0 | Held |
| 6 | Merck & Co Inc | 192.8K | $20.29M | 6.3% | 0 | Held |
| 7 | Duke Energy Corp New | 155.8K | $18.26M | 5.7% | 0 | Held |
| 8 | Xcel Energy Inc | 194.5K | $14.37M | 4.5% | 0 | Held |
| 9 | Abbott Labs | 113.8K | $14.26M | 4.4% | −20.0K | Reduced |
| 10 | At&T Inc | 523.0K | $12.99M | 4.0% | 0 | Held |
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