Dallas, TXCIK 15129784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Home Depot Inc | 162.0K | $55.73M | 32.2% | −8 | Reduced |
| 2 | Jpmorgan Chase & Co. | 16.8K | $5.42M | 3.1% | −134 | Reduced |
| 3 | L3harris Technologies Inc | 17.1K | $5.03M | 2.9% | −289 | Reduced |
| 4 | Microsoft Corp |
| 10.4K |
| $5.03M |
| 2.9% |
| −66 |
| Reduced |
| 5 | Astrazeneca PLC | 50.4K | $4.63M | 2.7% | −554 | Reduced |
| 6 | Gilead Sciences Inc | 36.6K | $4.49M | 2.6% | −52 | Reduced |
| 7 | Abbott Labs | 35.8K | $4.49M | 2.6% | −197 | Reduced |
| 8 | Wells Fargo Co New | 46.4K | $4.32M | 2.5% | −229 | Reduced |
| 9 | Shell PLC | 58.3K | $4.28M | 2.5% | −171 | Reduced |
| 10 | Gallagher Arthur J & Co | 15.8K | $4.08M | 2.4% | −16 | Reduced |
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