Thomasville, GACIK 15617904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
235 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 380.8K | $87.89M | 5.4% | +6.8K | Added |
| 2 | Microsoft Corp | 178.3K | $86.23M | 5.3% | +815 | Added |
| 3 | Alphabet Inc | 269.1K | $84.45M | 5.2% | −28.1K | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 236.6K |
| $71.91M |
| 4.5% |
| −23.6K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 123.5K | $62.06M | 3.8% | +2.3K | Added |
| 6 | Apple Inc | 226.3K | $61.51M | 3.8% | −709 | Reduced |
| 7 | Booking Holdings Inc | 10.7K | $57.41M | 3.6% | +126 | Added |
| 8 | Asml Holding N V | 42.3K | $45.21M | 2.8% | +209 | Added |
| 9 | Palo Alto Networks Inc | 239.8K | $44.17M | 2.7% | +487 | Added |
| 10 | Gsk PLC | 890.1K | $43.65M | 2.7% | +4.3K | Added |
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