Saratoga Springs, NYCIK 15682354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
165 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 170.8K | $117.0K | 14.1% | +2.3K | Added |
| 2 | Invesco Qqq Tr | 120.3K | $73.9K | 8.9% | −388 | Reduced |
| 3 | Microsoft Corp | 112.9K | $54.6K | 6.6% | +1.4K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 74.0K |
| $50.5K |
| 6.1% |
| +1.1K |
| Added |
| 5 | Apple Inc | 148.2K | $40.3K | 4.9% | +14.3K | Added |
| 6 | Nvidia Corporation | 215.7K | $40.2K | 4.8% | −1.4K | Reduced |
| 7 | Ishares Tr | 400.5K | $26.4K | 3.2% | +4.3K | Added |
| 8 | Jpmorgan Chase & Co. | 80.4K | $25.9K | 3.1% | +518 | Added |
| 9 | Visa Inc | 72.7K | $25.5K | 3.1% | −943 | Reduced |
| 10 | Alphabet Inc | 78.3K | $24.5K | 3.0% | +5.8K | Added |
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