Birmingham, MICIK 13668384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
180 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 121.5K | $40.73M | 7.6% | −2.0K | Reduced |
| 2 | Apple Inc | 87.3K | $23.75M | 4.4% | −359 | Reduced |
| 3 | Nvidia Corporation | 109.7K | $20.46M | 3.8% | −3.3K | Reduced |
| 4 | Alphabet Inc |
| 60.5K |
| $18.94M |
| 3.5% |
| −495 |
| Reduced |
| 5 | Amazon Com Inc | 64.8K | $14.97M | 2.8% | +38 | Added |
| 6 | Costco Whsl Corp New | 15.8K | $13.62M | 2.5% | −61 | Reduced |
| 7 | Intuit | 20.4K | $13.53M | 2.5% | −451 | Reduced |
| 8 | Visa Inc | 34.5K | $12.11M | 2.3% | +87 | Added |
| 9 | Schwab Strategic Tr | 445.9K | $11.70M | 2.2% | +19.9K | Added |
| 10 | Microsoft Corp | 24.2K | $11.69M | 2.2% | −912 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio