Beverly, MACIK 14637534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
185 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 62.0K | $29.97M | 6.9% | −759 | Reduced |
| 2 | Apple Inc | 85.2K | $23.15M | 5.4% | −1.4K | Reduced |
| 3 | Alphabet Inc | 59.1K | $18.49M | 4.3% | −1.7K | Reduced |
| 4 | Ishares Tr |
| 38.3K |
| $14.83M |
| 3.4% |
| +1.1K |
| Added |
| 5 | Jpmorgan Chase & Co. | 45.1K | $14.53M | 3.4% | −403 | Reduced |
| 6 | Nvidia Corporation | 72.3K | $13.48M | 3.1% | −2.1K | Reduced |
| 7 | Costco Whsl Corp New | 14.4K | $12.46M | 2.9% | −239 | Reduced |
| 8 | Amazon Com Inc | 49.4K | $11.39M | 2.6% | +397 | Added |
| 9 | Exxon Mobil Corp | 89.5K | $10.77M | 2.5% | +407 | Added |
| 10 | Visa Inc | 27.3K | $9.57M | 2.2% | −422 | Reduced |
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