Victoria, TXCIK 15685404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 683.6K | $214.51M | 11.5% | −31.3K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 383.4K | $192.74M | 10.4% | +2.2K | Added |
| 3 | Arista Networks Inc | 907.8K | $118.95M | 6.4% | −23.5K | Reduced |
| 4 | Microsoft Corp |
| 228.5K |
| $110.52M |
| 5.9% |
| −1.5K |
| Reduced |
| 5 | Brookfield Corp | 2.12M | $97.26M | 5.2% | +694.3K | Added |
| 6 | Dollar Gen Corp New | 594.9K | $78.98M | 4.2% | +695 | Added |
| 7 | Visa Inc | 224.0K | $78.55M | 4.2% | +2.5K | Added |
| 8 | Monster Beverage Corp New | 1.00M | $76.75M | 4.1% | −11.2K | Reduced |
| 9 | Ross Stores Inc | 414.7K | $74.70M | 4.0% | −6.1K | Reduced |
| 10 | Qualcomm Inc | 358.4K | $61.30M | 3.3% | −2.4K | Reduced |
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