Fort Myers, FLCIK 15377204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
452 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 268.2K | $182.90M | 5.7% | −1.1K | Reduced |
| 2 | United Parcel Service Inc | 1.71M | $169.24M | 5.3% | −7.8K | Reduced |
| 3 | Ishares Tr | 237.6K | $162.72M | 5.1% | +8.2K | Added |
| 4 | Apple Inc |
| 544.5K |
| $148.04M |
| 4.6% |
| −8.0K |
| Reduced |
| 5 | Microsoft Corp | 186.5K | $90.18M | 2.8% | −3.8K | Reduced |
| 6 | Alphabet Inc | 284.4K | $89.24M | 2.8% | −3.4K | Reduced |
| 7 | Broadcom Inc | 239.8K | $83.01M | 2.6% | −3.8K | Reduced |
| 8 | Nvidia Corporation | 417.9K | $77.94M | 2.4% | −1.3K | Reduced |
| 9 | Spdr S&P Midcap 400 ETF Tr | 116.1K | $70.05M | 2.2% | −358 | Reduced |
| 10 | Jpmorgan Chase & Co. | 185.8K | $59.88M | 1.9% | −3.1K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio