New York, NYCIK 15196764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
113 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 88.9K | $27.84M | 9.8% | −2.1K | Reduced |
| 2 | Prologis Inc. | 137.5K | $17.55M | 6.2% | −15.3K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 22.5K | $15.38M | 5.4% | +368 | Added |
| 4 | Vanguard Intl Equity Index F |
| 181.5K |
| $15.18M |
| 5.4% |
| −20.3K |
| Reduced |
| 5 | Nvidia Corporation | 78.0K | $14.55M | 5.1% | −32.8K | Reduced |
| 6 | Vanguard Index Fds | 22.2K | $13.95M | 4.9% | −4.3K | Reduced |
| 7 | Eli Lilly & Co | 10.3K | $11.03M | 3.9% | +130 | Added |
| 8 | United Parcel Service Inc | 94.5K | $9.38M | 3.3% | 0 | Held |
| 9 | Microsoft Corp | 19.3K | $9.32M | 3.3% | −3.7K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 42.9K | $8.22M | 2.9% | −2.9K | Reduced |
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