Niwot, COCIK 14392074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | International Business Machs | 19.8K | $5.87M | 5.4% | +91 | Added |
| 2 | Lam Research Corp | 28.6K | $4.89M | 4.5% | −715 | Reduced |
| 3 | Brookfield Renewable Corp | 117.1K | $4.49M | 4.1% | +2.1K | Added |
| 4 | Qualcomm Inc |
| 22.2K |
| $3.79M |
| 3.5% |
| +241 |
| Added |
| 5 | Applied Matls Inc | 14.4K | $3.71M | 3.4% | −5 | Reduced |
| 6 | Horizon Technology Fin Corp | 558.9K | $3.61M | 3.3% | +58.9K | Added |
| 7 | Crispr Therapeutics AG | 55.7K | $2.92M | 2.7% | +725 | Added |
| 8 | Tempus Ai Inc | 46.4K | $2.74M | 2.5% | +577 | Added |
| 9 | Rivian Automotive Inc | 123.7K | $2.44M | 2.2% | +1.3K | Added |
| 10 | Corning Inc | 27.5K | $2.41M | 2.2% | −43 | Reduced |
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