West Palm Beach, FLCIK 15120734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
128 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 276.5K | $51.57M | 22.3% | −4.3K | Reduced |
| 2 | Apple Inc | 39.5K | $10.75M | 4.6% | −5 | Reduced |
| 3 | Microsoft Corp | 19.3K | $9.32M | 4.0% | +63 | Added |
| 4 | Eli Lilly & Co |
| 7.4K |
| $7.91M |
| 3.4% |
| −5 |
| Reduced |
| 5 | Amazon Com Inc | 30.3K | $7.00M | 3.0% | +200 | Added |
| 6 | Ishares Tr | 53.1K | $6.85M | 3.0% | −23 | Reduced |
| 7 | Mastercard Incorporated | 10.5K | $6.00M | 2.6% | +10.5K | New |
| 8 | Visa Inc | 16.7K | $5.85M | 2.5% | −10 | Reduced |
| 9 | Alphabet Inc | 18.2K | $5.70M | 2.5% | +45 | Added |
| 10 | Intuitive Surgical Inc | 9.4K | $5.34M | 2.3% | +45 | Added |
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