Katonah, NYCIK 14552514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 1.22M | $104.04M | 26.9% | −29.5K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 41.0K | $20.59M | 5.3% | −3.2K | Reduced |
| 3 | Dorchester Minerals LP | 803.0K | $17.96M | 4.6% | 0 | Held |
| 4 | Microsoft Corp |
| 30.8K |
| $14.89M |
| 3.9% |
| −3.9K |
| Reduced |
| 5 | Alphabet Inc | 34.5K | $10.80M | 2.8% | −3.0K | Reduced |
| 6 | Apple Inc | 36.9K | $10.03M | 2.6% | −5.4K | Reduced |
| 7 | Invesco Exchange Traded Fd T | 63.8K | $10.00M | 2.6% | −4.9K | Reduced |
| 8 | Constellation Energy Corp | 27.9K | $9.86M | 2.6% | −2.2K | Reduced |
| 9 | Procter And Gamble Co | 66.7K | $9.56M | 2.5% | 0 | Held |
| 10 | Johnson & Johnson | 40.8K | $8.44M | 2.2% | −21.4K | Reduced |
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