Boston, MACIK 15348664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
383 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 1.00M | $483.98M | 3.7% | −53.8K | Reduced |
| 2 | Apple Inc | 1.55M | $421.71M | 3.2% | −45.8K | Reduced |
| 3 | Alphabet Inc | 944.2K | $295.53M | 2.2% | −113.0K | Reduced |
| 4 | Alphabet Inc |
| 823.0K |
| $258.25M |
| 1.9% |
| −108.3K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 782.2K | $252.04M | 1.9% | −43.6K | Reduced |
| 6 | Donaldson Inc | 2.39M | $212.13M | 1.6% | −310.1K | Reduced |
| 7 | Nvidia Corporation | 1.12M | $208.12M | 1.6% | +120.0K | Added |
| 8 | Visa Inc | 493.7K | $173.14M | 1.3% | −15.5K | Reduced |
| 9 | Aptargroup Inc | 1.41M | $172.54M | 1.3% | +180.4K | Added |
| 10 | Hubbell Inc | 342.4K | $152.07M | 1.1% | −8.2K | Reduced |
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