Naples, FLCIK 15667284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
155 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc | 935.9K | $834.14M | 5.4% | −51.6K | Reduced |
| 2 | American Express Co | 2.15M | $798.55M | 5.2% | −16.6K | Reduced |
| 3 | Apple Inc | 2.94M | $797.55M | 5.2% | −279.7K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 2.46M |
| $794.26M |
| 5.1% |
| +84.2K |
| Added |
| 5 | Rtx Corporation | 4.29M | $793.75M | 5.1% | +256.4K | Added |
| 6 | Microsoft Corp | 1.65M | $790.89M | 5.1% | +214.7K | Added |
| 7 | Caterpillar Inc | 1.31M | $763.49M | 4.9% | −310.0K | Reduced |
| 8 | Visa Inc | 2.17M | $757.90M | 4.9% | +145.5K | Added |
| 9 | Cme Group Inc | 2.71M | $736.20M | 4.8% | +176.6K | Added |
| 10 | International Business Machs | 2.44M | $719.39M | 4.7% | +266.5K | Added |
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