Princeton, NJCIK 14768044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
331 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 290.3K | $78.93M | 4.9% | +174 | Added |
| 2 | Alphabet Inc | 249.5K | $78.29M | 4.8% | −2.0K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 145.0K | $72.86M | 4.5% | −703 | Reduced |
| 4 | Microsoft Corp |
| 141.3K |
| $68.35M |
| 4.2% |
| +2.5K |
| Added |
| 5 | Vanguard Index Fds | 97.1K | $60.92M | 3.7% | +1.1K | Added |
| 6 | Amazon Com Inc | 210.3K | $48.55M | 3.0% | +1.8K | Added |
| 7 | Schwab Strategic Tr | 1.69M | $44.37M | 2.7% | +54.9K | Added |
| 8 | Vanguard Index Fds | 107.7K | $36.12M | 2.2% | +1.2K | Added |
| 9 | Invesco Qqq Tr | 57.1K | $35.10M | 2.2% | +990 | Added |
| 10 | Nvidia Corporation | 168.9K | $31.51M | 1.9% | +1.8K | Added |
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