West Palm Beach, FLCIK 15080974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
44 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 31.91M | $10.01B | 11.5% | −1.75M | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 31.96M | $9.71B | 11.2% | −322.0K | Reduced |
| 3 | Meta Platforms Inc | 10.04M | $6.63B | 7.6% | +543.4K | Added |
| 4 | Microsoft Corp |
| 12.15M |
| $5.88B |
| 6.8% |
| −134.8K |
| Reduced |
| 5 | Hca Healthcare Inc | 10.46M | $4.89B | 5.6% | −211.5K | Reduced |
| 6 | Seagate Technology Hldngs Pl | 17.18M | $4.73B | 5.4% | −360.4K | Reduced |
| 7 | Amazon Com Inc | 14.90M | $3.44B | 4.0% | −32.2K | Reduced |
| 8 | Apple Inc | 10.91M | $2.97B | 3.4% | −53.8K | Reduced |
| 9 | Accenture PLC Ireland | 10.96M | $2.94B | 3.4% | +1.35M | Added |
| 10 | Bank America Corp | 45.27M | $2.49B | 2.9% | −101.1K | Reduced |
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