New Hartford, NYCIK 15468654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
183 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 156.8K | $74.23M | 8.5% | −3.6K | Reduced |
| 2 | Invesco Qqq Tr | 94.0K | $57.76M | 6.6% | −916 | Reduced |
| 3 | Apple Inc | 150.3K | $40.86M | 4.7% | −2.5K | Reduced |
| 4 | Spdr S&P Midcap 400 ETF Tr |
| 64.3K |
| $38.81M |
| 4.5% |
| +696 |
| Added |
| 5 | Alphabet Inc | 77.5K | $24.26M | 2.8% | −617 | Reduced |
| 6 | Microsoft Corp | 47.9K | $23.16M | 2.7% | +215 | Added |
| 7 | Invesco Exchange Traded Fd T | 101.9K | $19.52M | 2.2% | +2.1K | Added |
| 8 | Ishares Tr | 420.6K | $19.12M | 2.2% | +6.1K | Added |
| 9 | Spdr Gold Tr | 42.1K | $16.69M | 1.9% | +135 | Added |
| 10 | Jpmorgan Chase & Co. | 49.5K | $15.95M | 1.8% | −572 | Reduced |
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