Tampa, FLCIK 15127804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
67 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 743.0K | $59.61M | 28.6% | +12.7K | Added |
| 2 | Ishares Tr | 143.7K | $14.43M | 6.9% | +143.7K | New |
| 3 | Spdr Series Trust | 404.5K | $11.84M | 5.7% | +45.2K | Added |
| 4 | Spdr Series Trust |
| 198.5K |
| $11.28M |
| 5.4% |
| +9.0K |
| Added |
| 5 | First Tr Exchange Traded Fd | 94.3K | $9.13M | 4.4% | +1.1K | Added |
| 6 | Invesco Exchange Traded Fd T | 45.4K | $8.69M | 4.2% | +1.4K | Added |
| 7 | Spdr Series Trust | 126.6K | $7.33M | 3.5% | +3.0K | Added |
| 8 | Berkshire Hathaway Inc Del | 14.6K | $7.33M | 3.5% | −13 | Reduced |
| 9 | Spdr Series Trust | 150.0K | $7.03M | 3.4% | +2.2K | Added |
| 10 | Spdr Series Trust | 50.1K | $6.97M | 3.3% | +1.4K | Added |
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