Carmel, INCIK 15500575 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
271 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 542.9K | $583.41M | 27.1% | −1.6K | Reduced |
| 2 | Ishares Tr | 271.6K | $186.05M | 8.6% | +14.3K | Added |
| 3 | Spdr Series Trust | 879.1K | $79.98M | 3.7% | +578 | Added |
| 4 | Ishares Tr |
| 1.12M |
| $74.04M |
| 3.4% |
| +12.4K |
| Added |
| 5 | Schwab Strategic Tr | 1.84M | $44.25M | 2.1% | −21.3K | Reduced |
| 6 | Apple Inc | 155.8K | $42.35M | 2.0% | +8.2K | Added |
| 7 | J P Morgan Exchange Traded F | 809.5K | $41.33M | 1.9% | +32.4K | Added |
| 8 | Microsoft Corp | 84.1K | $40.66M | 1.9% | +995 | Added |
| 9 | Broadcom Inc | 107.9K | $37.33M | 1.7% | +53 | Added |
| 10 | Alphabet Inc | 94.5K | $29.66M | 1.4% | −932 | Reduced |
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