Arlington, VACIK 14840434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 270.4K | $50.44M | 9.0% | +3.5K | Added |
| 2 | Amazon Com Inc | 197.9K | $45.68M | 8.1% | +2.6K | Added |
| 3 | Microsoft Corp | 82.8K | $40.04M | 7.1% | +1.1K | Added |
| 4 | Meta Platforms Inc |
| 55.2K |
| $36.43M |
| 6.5% |
| +659 |
| Added |
| 5 | Mastercard Incorporated | 61.3K | $35.01M | 6.2% | +773 | Added |
| 6 | Servicenow Inc | 205.5K | $31.49M | 5.6% | +165.0K | Added |
| 7 | Intuitive Surgical Inc | 40.1K | $22.72M | 4.1% | +489 | Added |
| 8 | Shopify Inc | 127.7K | $20.56M | 3.7% | +2.4K | Added |
| 9 | Netflix Inc | 205.0K | $19.22M | 3.4% | +184.8K | Added |
| 10 | Visa Inc | 53.3K | $18.70M | 3.3% | +433 | Added |
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