Palm Beach Gardens, FLCIK 14561334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
242 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 90.3K | $16.84M | 3.3% | +12.0K | Added |
| 2 | Broadcom Inc | 31.1K | $10.77M | 2.1% | +2.8K | Added |
| 3 | Alphabet Inc | 32.8K | $10.27M | 2.0% | −3.4K | Reduced |
| 4 | Micron Technology Inc |
| 34.2K |
| $9.76M |
| 1.9% |
| +32.7K |
| Added |
| 5 | Alphabet Inc | 30.8K | $9.66M | 1.9% | +7.3K | Added |
| 6 | International Business Machs | 31.9K | $9.46M | 1.9% | +2.2K | Added |
| 7 | Microsoft Corp | 19.2K | $9.29M | 1.8% | +2.8K | Added |
| 8 | Apple Inc | 32.0K | $8.71M | 1.7% | −5.8K | Reduced |
| 9 | Lam Research Corp | 39.3K | $6.72M | 1.3% | +2.1K | Added |
| 10 | Meta Platforms Inc | 10.1K | $6.69M | 1.3% | −772 | Reduced |
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