Fort Myers, FLCIK 15358594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 321.0K | $156.58M | 33.8% | +4.2K | Added |
| 2 | Ishares Tr | 200.6K | $137.43M | 29.6% | +2.3K | Added |
| 3 | Vaneck ETF Trust | 95.6K | $34.43M | 7.4% | +3.1K | Added |
| 4 | Select Sector Spdr Tr |
| 178.2K |
| $25.65M |
| 5.5% |
| +88.2K |
| Added |
| 5 | J P Morgan Exchange Traded F | 364.5K | $20.87M | 4.5% | −5.8K | Reduced |
| 6 | Select Sector Spdr Tr | 345.0K | $18.90M | 4.1% | −796 | Reduced |
| 7 | Invesco Qqq Tr | 24.7K | $15.18M | 3.3% | +2.3K | Added |
| 8 | Celestica Inc | 15.8K | $4.68M | 1.0% | −1 | Reduced |
| 9 | Credo Technology Group Holdi | 24.4K | $3.50M | 0.8% | +1 | Added |
| 10 | Alphabet Inc | 11.1K | $3.47M | 0.7% | +15 | Added |
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