Birmingham, ALCIK 15567854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 1.14M | $552.0K | 10.1% | −43.8K | Reduced |
| 2 | Everest Group Ltd | 1.51M | $512.3K | 9.4% | +92.3K | Added |
| 3 | Salesforce Inc | 1.55M | $411.1K | 7.5% | −14.5K | Reduced |
| 4 | Amazon Com Inc |
| 1.76M |
| $406.2K |
| 7.5% |
| −120.6K |
| Reduced |
| 5 | Unitedhealth Group Inc | 1.08M | $357.7K | 6.6% | −115.1K | Reduced |
| 6 | Transdigm Group Inc | 240.6K | $320.0K | 5.9% | −9.0K | Reduced |
| 7 | Costar Group Inc | 4.49M | $301.5K | 5.5% | +653.4K | Added |
| 8 | Alphabet Inc | 931.9K | $292.4K | 5.4% | −168.5K | Reduced |
| 9 | Ares Management Corporation | 1.70M | $274.3K | 5.0% | +346.6K | Added |
| 10 | Mastercard Incorporated | 449.2K | $256.4K | 4.7% | −17.0K | Reduced |
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