New York, NYCIK 15079714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
725 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 60.3K | $41.27M | 9.5% | −9.7K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 48 | $36.23M | 8.3% | −9 | Reduced |
| 3 | Invesco Exchange Traded Fd T | 120.4K | $23.07M | 5.3% | +54.2K | Added |
| 4 | Microsoft Corp |
| 38.0K |
| $18.38M |
| 4.2% |
| +4.7K |
| Added |
| 5 | Apple Inc | 67.6K | $18.37M | 4.2% | +7.8K | Added |
| 6 | Alphabet Inc | 55.3K | $17.36M | 4.0% | −645 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 18.3K | $9.20M | 2.1% | −3.5K | Reduced |
| 8 | Amazon Com Inc | 34.6K | $7.98M | 1.8% | −15.4K | Reduced |
| 9 | Tweedy Brn Global Value | 268.4K | $7.56M | 1.7% | +268.4K | New |
| 10 | Dimensional ETF Trust | 99.6K | $6.94M | 1.6% | +20.9K | Added |
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