Dallas, TXCIK 15322624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.42M | $386.4K | 25.9% | −1.9K | Reduced |
| 2 | Meta Platforms Inc | 400.5K | $264.3K | 17.7% | −525 | Reduced |
| 3 | Costco Whsl Corp New | 224.1K | $193.2K | 13.0% | −293 | Reduced |
| 4 | Alphabet Inc |
| 466.0K |
| $146.2K |
| 9.8% |
| −610 |
| Reduced |
| 5 | Amazon Com Inc | 625.6K | $144.4K | 9.7% | −820 | Reduced |
| 6 | Alphabet Inc | 455.9K | $142.7K | 9.6% | −597 | Reduced |
| 7 | Microsoft Corp | 119.7K | $57.9K | 3.9% | −157 | Reduced |
| 8 | Markel Group Inc | 26.6K | $57.1K | 3.8% | −842 | Reduced |
| 9 | Berkshire Hathaway Inc Del | 84.6K | $42.5K | 2.9% | −3.4K | Reduced |
| 10 | Paypal Hldgs Inc | 380.0K | $22.2K | 1.5% | −27.1K | Reduced |
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