Wilmington, DECIK 14834674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
230 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 110.4K | $30.01M | 5.5% | −340 | Reduced |
| 2 | Nvidia Corporation | 148.0K | $27.61M | 5.0% | −1.5K | Reduced |
| 3 | Alphabet Inc | 83.8K | $26.24M | 4.8% | −1.1K | Reduced |
| 4 | Microsoft Corp |
| 39.6K |
| $19.16M |
| 3.5% |
| +262 |
| Added |
| 5 | Spdr Gold Tr | 48.3K | $19.15M | 3.5% | −2.3K | Reduced |
| 6 | Broadcom Inc | 54.9K | $18.99M | 3.5% | −4.4K | Reduced |
| 7 | Amazon Com Inc | 71.8K | $16.57M | 3.0% | +129 | Added |
| 8 | Jpmorgan Chase & Co. | 43.2K | $13.91M | 2.5% | −1.9K | Reduced |
| 9 | Schwab Strategic Tr | 279.2K | $12.62M | 2.3% | +504 | Added |
| 10 | Schwab Strategic Tr | 488.6K | $11.91M | 2.2% | +27.9K | Added |
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