Indianapolis, INCIK 14267544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 1.27M | $79.22M | 10.0% | −2.3K | Reduced |
| 2 | Microsoft Corp | 85.5K | $41.33M | 5.2% | −389 | Reduced |
| 3 | Apple Inc | 133.3K | $36.24M | 4.6% | −194 | Reduced |
| 4 | Alphabet Inc |
| 110.9K |
| $34.81M |
| 4.4% |
| +331 |
| Added |
| 5 | Tjx Cos Inc New | 222.2K | $34.13M | 4.3% | −1.6K | Reduced |
| 6 | Ishares Tr | 279.9K | $33.64M | 4.3% | +2.4K | Added |
| 7 | Linde PLC | 72.4K | $30.87M | 3.9% | −848 | Reduced |
| 8 | Goldman Sachs Group Inc | 30.0K | $26.40M | 3.3% | −60 | Reduced |
| 9 | Visa Inc | 67.6K | $23.71M | 3.0% | −349 | Reduced |
| 10 | Micron Technology Inc | 82.2K | $23.45M | 3.0% | −192 | Reduced |
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