Provo, UTCIK 14976374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microstrategy Inc | 69.4K | $10.55M | 7.8% | −2.4K | Reduced |
| 2 | Servicenow Inc | 56.9K | $8.72M | 6.4% | +52.2K | Added |
| 3 | Amazon Com Inc | 33.9K | $7.81M | 5.8% | +15 | Added |
| 4 | Alphabet Inc |
| 20.7K |
| $6.49M |
| 4.8% |
| −2.8K |
| Reduced |
| 5 | Apple Inc | 21.8K | $5.93M | 4.4% | −2.1K | Reduced |
| 6 | Microsoft Corp | 10.7K | $5.18M | 3.8% | −949 | Reduced |
| 7 | Walmart Inc | 45.0K | $5.02M | 3.7% | −13.3K | Reduced |
| 8 | Mercadolibre Inc | 2.2K | $4.50M | 3.3% | +390 | Added |
| 9 | Costco Whsl Corp New | 5.1K | $4.38M | 3.2% | −1.1K | Reduced |
| 10 | Spotify Technology S A | 7.5K | $4.36M | 3.2% | +1.3K | Added |
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