Stamford, CTCIK 15115504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
137 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 149.9K | $31.75M | 5.1% | +1.2K | Added |
| 2 | Apple Inc | 95.7K | $26.03M | 4.2% | −165 | Reduced |
| 3 | Invesco Qqq Tr | 40.3K | $24.76M | 4.0% | +12 | Added |
| 4 | Ishares Tr |
| 152.2K |
| $21.47M |
| 3.5% |
| +250 |
| Added |
| 5 | Ishares Tr | 30.8K | $21.07M | 3.4% | −9 | Reduced |
| 6 | Ishares Tr | 294.9K | $19.46M | 3.1% | +17.8K | Added |
| 7 | Vanguard Index Fds | 59.3K | $17.93M | 2.9% | −403 | Reduced |
| 8 | Vanguard Specialized Funds | 78.3K | $17.21M | 2.8% | −446 | Reduced |
| 9 | Vanguard Index Fds | 96.3K | $17.08M | 2.8% | +618 | Added |
| 10 | Proshares Tr | 287.4K | $16.65M | 2.7% | +139.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio