New York, NYCIK 14267744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 40.4K | $19.56M | 10.9% | −4.6K | Reduced |
| 2 | Visa Inc | 55.3K | $19.39M | 10.8% | −2.6K | Reduced |
| 3 | Williams Cos Inc | 256.5K | $15.42M | 8.6% | −31.4K | Reduced |
| 4 | Abbvie Inc |
| 55.4K |
| $12.66M |
| 7.1% |
| 0 |
| Held |
| 5 | Kinder Morgan Inc Del | 384.1K | $10.56M | 5.9% | 0 | Held |
| 6 | Automatic Data Processing In | 37.6K | $9.68M | 5.4% | 0 | Held |
| 7 | Jpmorgan Chase & Co. | 29.9K | $9.62M | 5.4% | 0 | Held |
| 8 | Goldman Sachs Group Inc | 10.9K | $9.54M | 5.3% | 0 | Held |
| 9 | Qualcomm Inc | 54.7K | $9.36M | 5.2% | 0 | Held |
| 10 | Bank America Corp | 165.6K | $9.11M | 5.1% | 0 | Held |
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