West Palm Beach, FLCIK 13897094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
193 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 315.6K | $58.86M | 11.2% | −13.3K | Reduced |
| 2 | Apple Inc | 138.2K | $37.58M | 7.1% | −7.7K | Reduced |
| 3 | Alphabet Inc | 118.0K | $36.94M | 7.0% | +467 | Added |
| 4 | Microsoft Corp |
| 60.6K |
| $29.31M |
| 5.6% |
| +3.7K |
| Added |
| 5 | Amazon Com Inc | 78.6K | $18.15M | 3.5% | +1.1K | Added |
| 6 | Visa Inc | 50.9K | $17.85M | 3.4% | −1.3K | Reduced |
| 7 | Jpmorgan Chase & Co. | 52.7K | $16.99M | 3.2% | +923 | Added |
| 8 | Meta Platforms Inc | 21.3K | $14.05M | 2.7% | +4.0K | Added |
| 9 | Costco Whsl Corp New | 13.1K | $11.31M | 2.2% | +173 | Added |
| 10 | Berkshire Hathaway Inc Del | 22.0K | $11.08M | 2.1% | +466 | Added |
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