West Conshohocken, PACIK 14073824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 291.0K | $198.41M | 19.4% | −8.7K | Reduced |
| 2 | Spdr Series Trust | 1.01M | $100.12M | 9.8% | −177.3K | Reduced |
| 3 | Vanguard Scottsdale Fds | 1.48M | $87.12M | 8.5% | +421.4K | Added |
| 4 | Berkshire Hathaway Inc Del |
| 154.1K |
| $77.44M |
| 7.6% |
| −11.7K |
| Reduced |
| 5 | Vanguard Scottsdale Fds | 1.19M | $71.37M | 7.0% | +1.17M | Added |
| 6 | Ishares Tr | 716.0K | $68.75M | 6.7% | −102.0K | Reduced |
| 7 | Meta Platforms Inc | 56.6K | $37.36M | 3.6% | −4.3K | Reduced |
| 8 | Vaneck ETF Trust | 96.6K | $34.80M | 3.4% | −20.5K | Reduced |
| 9 | Select Sector Spdr Tr | 198.3K | $30.70M | 3.0% | +44.0K | Added |
| 10 | Ishares Inc | 345.7K | $27.91M | 2.7% | −20.8K | Reduced |
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