Devon, PACIK 14829704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
70 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 210.2K | $72.74M | 7.8% | −4.2K | Reduced |
| 2 | Apple Inc | 242.0K | $65.78M | 7.1% | −1.1K | Reduced |
| 3 | Nvidia Corporation | 336.5K | $62.75M | 6.7% | −4.0K | Reduced |
| 4 | Microsoft Corp |
| 111.2K |
| $53.78M |
| 5.8% |
| −7 |
| Reduced |
| 5 | Alphabet Inc | 155.0K | $48.52M | 5.2% | −854 | Reduced |
| 6 | Select Sector Spdr Tr | 322.8K | $46.48M | 5.0% | +159.6K | Added |
| 7 | Eli Lilly & Co | 34.4K | $36.93M | 4.0% | +95 | Added |
| 8 | Jpmorgan Chase & Co. | 109.0K | $35.13M | 3.8% | −357 | Reduced |
| 9 | Rtx Corporation | 176.6K | $32.38M | 3.5% | −874 | Reduced |
| 10 | Constellation Energy Corp | 82.6K | $29.19M | 3.1% | −378 | Reduced |
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