Bloomfield Hills, MICIK 14558454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
131 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 287.2K | $78.08M | 10.9% | −12.3K | Reduced |
| 2 | Alphabet Inc | 143.9K | $45.14M | 6.3% | −3.8K | Reduced |
| 3 | Microsoft Corp | 79.5K | $38.46M | 5.4% | −398 | Reduced |
| 4 | Vanguard Whitehall Fds |
| 396.6K |
| $35.69M |
| 5.0% |
| +17.3K |
| Added |
| 5 | Nvidia Corporation | 133.6K | $24.91M | 3.5% | −483 | Reduced |
| 6 | Visa Inc | 63.0K | $22.09M | 3.1% | −2.1K | Reduced |
| 7 | Alphabet Inc | 63.6K | $19.90M | 2.8% | −230 | Reduced |
| 8 | Broadcom Inc | 57.1K | $19.75M | 2.8% | −2.3K | Reduced |
| 9 | Home Depot Inc | 55.0K | $18.93M | 2.7% | −246 | Reduced |
| 10 | Caterpillar Inc | 33.0K | $18.92M | 2.7% | −2.1K | Reduced |
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