Morristown, NJCIK 15677554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,551 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 2.23M | $605.19M | 2.8% | −35.3K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 585.9K | $399.54M | 1.9% | −131 | Reduced |
| 3 | Nvidia Corporation | 2.12M | $395.62M | 1.9% | −19.3K | Reduced |
| 4 | Spdr Series Trust |
| 4.81M |
| $385.77M |
| 1.8% |
| +428.0K |
| Added |
| 5 | Vanguard Index Fds | 1.14M | $382.14M | 1.8% | −20.4K | Reduced |
| 6 | Invesco Qqq Tr | 500.2K | $307.26M | 1.4% | −19.4K | Reduced |
| 7 | Microsoft Corp | 629.2K | $304.31M | 1.4% | +9.2K | Added |
| 8 | Spdr Series Trust | 3.20M | $264.05M | 1.2% | +354.6K | Added |
| 9 | Ishares Tr | 385.1K | $263.78M | 1.2% | +4.2K | Added |
| 10 | Amazon Com Inc | 1.03M | $237.28M | 1.1% | −22.1K | Reduced |
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