Lutherville, MDCIK 14687924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,222 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Marriott Intl Inc New | 566.4K | $175.71M | 13.2% | −6.0K | Reduced |
| 2 | Apple Inc | 359.8K | $93.12M | 7.0% | +8.0K | Added |
| 3 | Alphabet Inc | 180.4K | $56.46M | 4.2% | +5.3K | Added |
| 4 | Amazon Com Inc |
| 309.7K |
| $56.17M |
| 4.2% |
| +7.3K |
| Added |
| 5 | Microsoft Corp | 152.1K | $47.55M | 3.6% | +4.9K | Added |
| 6 | Berkshire Hathaway Inc Del | 237.0K | $33.57M | 2.5% | +305 | Added |
| 7 | Alphabet Inc | 79.0K | $22.08M | 1.7% | +3.2K | Added |
| 8 | Jpmorgan Chase & Co. | 69.2K | $17.86M | 1.3% | +607 | Added |
| 9 | Ishares Tr | 24.5K | $16.78M | 1.3% | +6.6K | Added |
| 10 | Nvidia Corporation | 85.5K | $15.95M | 1.2% | +4.8K | Added |
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