Monroe, LACIK 14268514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
170 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 207.9K | $18.60M | 5.2% | +459 | Added |
| 2 | Ishares Tr | 243.7K | $16.09M | 4.5% | +6.4K | Added |
| 3 | Ishares Tr | 190.0K | $13.19M | 3.7% | +18.9K | Added |
| 4 | Ishares Tr |
| 52.7K |
| $12.97M |
| 3.6% |
| −1.7K |
| Reduced |
| 5 | Ishares Tr | 17.6K | $12.02M | 3.4% | −141 | Reduced |
| 6 | Ishares Tr | 144.6K | $11.98M | 3.3% | +5.2K | Added |
| 7 | First Tr Exchange-Traded Fd | 435.7K | $11.43M | 3.2% | +29.3K | Added |
| 8 | Apple Inc | 40.2K | $10.93M | 3.1% | +347 | Added |
| 9 | Invesco Exchange Traded Fd T | 88.0K | $10.40M | 2.9% | +88.0K | New |
| 10 | Exxon Mobil Corp | 84.0K | $10.11M | 2.8% | +13.7K | Added |
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