Houston, TXCIK 15095504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
99 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity 500 Index | 218.7K | $51.99M | 23.1% | +4.1K | Added |
| 2 | Select Sector Spdr Tr | 140.4K | $20.21M | 9.0% | +70.3K | Added |
| 3 | Spdr S&P 500 ETF Tr | 19.9K | $13.58M | 6.0% | −103 | Reduced |
| 4 | Spdr Series Trust |
| 124.2K |
| $13.25M |
| 5.9% |
| +4.4K |
| Added |
| 5 | Dfa Us Small Cap Value I | 219.4K | $11.33M | 5.0% | +937 | Added |
| 6 | Schlumberger Ltd | 253.7K | $9.74M | 4.3% | +129.6K | Added |
| 7 | Ishares Tr | 67.2K | $9.20M | 4.1% | 0 | Held |
| 8 | Vanguard Index Fds | 13.5K | $8.47M | 3.8% | +185 | Added |
| 9 | Ishares Tr | 25.6K | $8.28M | 3.7% | 0 | Held |
| 10 | Ishares Tr | 59.9K | $5.64M | 2.5% | +2.9K | Added |
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