New York, NYCIK 13880284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Church & Dwight Co Inc | 1.19M | $99.54M | 27.4% | −8.5K | Reduced |
| 2 | Cintas Corp | 240.1K | $45.16M | 12.4% | −2.6K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 73.7K | $37.03M | 10.2% | −1.7K | Reduced |
| 4 | Williams Sonoma Inc |
| 206.4K |
| $36.87M |
| 10.1% |
| −5.5K |
| Reduced |
| 5 | Mccormick & Co Inc | 428.9K | $29.21M | 8.0% | −11.4K | Reduced |
| 6 | Us Bancorp Del | 512.5K | $27.35M | 7.5% | −2.8K | Reduced |
| 7 | Morgan Stanley Instl Liq Tr | 13.89M | $13.89M | 3.8% | −5.86M | Reduced |
| 8 | Netflix Inc | 115.6K | $10.84M | 3.0% | +103.7K | Added |
| 9 | Microsoft Corp | 14.1K | $6.80M | 1.9% | −429 | Reduced |
| 10 | Coca Cola Co | 75.3K | $5.27M | 1.4% | 0 | Held |
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