New York, NYCIK 15399474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
284 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 447.1K | $44.86M | 5.7% | −91.2K | Reduced |
| 2 | Ishares Tr | 300.9K | $33.14M | 4.2% | −31.4K | Reduced |
| 3 | Nvidia Corporation | 176.4K | $32.89M | 4.2% | −3.2K | Reduced |
| 4 | Ishares Tr |
| 162.3K |
| $32.23M |
| 4.1% |
| +11.7K |
| Added |
| 5 | Apple Inc | 114.6K | $31.14M | 3.9% | +8.2K | Added |
| 6 | Spdr S&P 500 ETF Tr | 43.8K | $29.84M | 3.8% | +2.4K | Added |
| 7 | Microsoft Corp | 50.1K | $24.25M | 3.1% | +1.7K | Added |
| 8 | Alphabet Inc | 70.4K | $22.04M | 2.8% | +768 | Added |
| 9 | Vanguard Specialized Funds | 93.7K | $20.60M | 2.6% | −612 | Reduced |
| 10 | Pimco ETF Tr | 676.7K | $18.05M | 2.3% | +274.4K | Added |
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