New York, NYCIK 15133006 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 325.0K | $203.82M | 47.7% | −150.0K | Reduced |
| 2 | Microsoft Corp | 120.0K | $58.03M | 13.6% | 0 | Held |
| 3 | Apple Inc | 153.0K | $41.59M | 9.7% | 0 | Held |
| 4 | Visa Inc |
| 110.0K |
| $38.58M |
| 9.0% |
| +30.0K |
| Added |
| 5 | Kkr & Co Inc | 186.2K | $23.73M | 5.6% | +1.2K | Added |
| 6 | Managed Portfolio Series | 500.0K | $17.14M | 4.0% | 0 | Held |
| 7 | S&P Global Inc | 30.0K | $15.68M | 3.7% | +20.0K | Added |
| 8 | Moodys Corp | 30.0K | $15.33M | 3.6% | +20.0K | Added |
| 9 | Alphabet Inc | 30.0K | $9.39M | 2.2% | +30.0K | New |
| 10 | Carvana Co | 5.5K | $2.31M | 0.5% | +5.5K | New |
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