Seattle, WACIK 13900434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Paccar Inc | 390.5K | $42.77M | 11.1% | +19.6K | Added |
| 2 | J P Morgan Exchange Traded F | 819.4K | $38.80M | 10.0% | 0 | Held |
| 3 | Ishares Tr | 297.8K | $29.74M | 7.7% | 0 | Held |
| 4 | Nlight Inc |
| 388.8K |
| $14.58M |
| 3.8% |
| −4.0K |
| Reduced |
| 5 | Viking Therapeutics Inc | 387.5K | $13.63M | 3.5% | +120.7K | Added |
| 6 | Dycom Inds Inc | 33.4K | $11.30M | 2.9% | −382 | Reduced |
| 7 | Microsoft Corp | 20.4K | $9.85M | 2.6% | −155 | Reduced |
| 8 | Micron Technology Inc | 32.9K | $9.38M | 2.4% | −348 | Reduced |
| 9 | Eli Lilly & Co | 8.6K | $9.27M | 2.4% | −77 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 13.6K | $9.26M | 2.4% | −6.1K | Reduced |
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