New York, NYCIK 15671634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 179.8K | $56.26M | 9.9% | −2.9K | Reduced |
| 2 | Simplify Exchange Traded Fun | 1.00M | $50.41M | 8.9% | +678.8K | Added |
| 3 | Apple Inc | 181.8K | $49.42M | 8.7% | −2.4K | Reduced |
| 4 | Microsoft Corp |
| 82.3K |
| $39.79M |
| 7.0% |
| −592 |
| Reduced |
| 5 | Ishares Tr | 383.0K | $31.72M | 5.6% | +22.8K | Added |
| 6 | Jpmorgan Chase & Co. | 87.5K | $28.20M | 5.0% | −1.2K | Reduced |
| 7 | Ishares Tr | 113.9K | $28.04M | 5.0% | −1.3K | Reduced |
| 8 | Walmart Inc | 213.6K | $23.79M | 4.2% | −3.1K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 40.6K | $20.42M | 3.6% | −151 | Reduced |
| 10 | Blackrock Inc | 15.9K | $17.06M | 3.0% | −53 | Reduced |
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