Overland Park, KSCIK 14554684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Helmerich & Payne Inc | 144.2K | $4.14M | 1.8% | +10.0K | Added |
| 2 | Bel Fuse Inc | 23.5K | $3.99M | 1.7% | −8.7K | Reduced |
| 3 | Madden Steven Ltd | 95.7K | $3.98M | 1.7% | −1.4K | Reduced |
| 4 | Viavi Solutions Inc |
| 221.4K |
| $3.95M |
| 1.7% |
| +20.7K |
| Added |
| 5 | Advanced Energy Inds | 18.8K | $3.94M | 1.7% | −9.4K | Reduced |
| 6 | Portland Gen Elec Co | 79.2K | $3.80M | 1.6% | +79.2K | New |
| 7 | Littelfuse Inc | 14.9K | $3.77M | 1.6% | −13.3K | Reduced |
| 8 | Bank New York Mellon Corp | 32.2K | $3.74M | 1.6% | +1.0K | Added |
| 9 | Jazz Pharmaceuticals PLC | 21.2K | $3.60M | 1.5% | +654 | Added |
| 10 | Reynolds Consumer Prods Inc | 155.7K | $3.57M | 1.5% | +50.7K | Added |
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