Sarasota, FLCIK 15421614 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 10.0K | $6.82M | 11.7% | +5.0K | Added |
| 2 | Ishares Tr | 203.5K | $6.30M | 10.8% | +2.0K | Added |
| 3 | Ishares Tr | 90.0K | $4.92M | 8.4% | +53.6K | Added |
| 4 | Cohen & Steers Ltd Duration |
| 231.8K |
| $4.91M |
| 8.4% |
| +57.8K |
| Added |
| 5 | Wells Fargo Co New | 37.7K | $3.51M | 6.0% | +10.0K | Added |
| 6 | Ishares Inc | 30.0K | $2.92M | 5.0% | +30.0K | New |
| 7 | Vanguard Index Fds | 4.3K | $2.67M | 4.6% | +24 | Added |
| 8 | Ishares Tr | 30.0K | $2.61M | 4.5% | +30.0K | New |
| 9 | Bank America Corp | 46.0K | $2.53M | 4.3% | +46.0K | New |
| 10 | Pimco ETF Tr | 25.0K | $1.61M | 2.7% | +25.0K | New |
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