Arlington, VACIK 15686214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ast Spacemobile Inc | 1.57M | $114.16M | 21.2% | −1.99M | Reduced |
| 2 | Brookfield Corp | 1.21M | $55.75M | 10.4% | +403.9K | Added |
| 3 | Markel Group Inc | 20.5K | $44.12M | 8.2% | −22 | Reduced |
| 4 | Applied Matls Inc |
| 157.1K |
| $40.37M |
| 7.5% |
| −5.1K |
| Reduced |
| 5 | Aon PLC | 106.6K | $37.61M | 7.0% | −50 | Reduced |
| 6 | Oreilly Automotive Inc | 398.8K | $36.37M | 6.8% | −841 | Reduced |
| 7 | Alphabet Inc | 67.9K | $21.31M | 4.0% | −295 | Reduced |
| 8 | Brookfield Asset Managmt Ltd | 403.4K | $21.13M | 3.9% | −254 | Reduced |
| 9 | Nvr Inc | 2.8K | $20.30M | 3.8% | −3 | Reduced |
| 10 | American Tower Corp New | 109.9K | $19.29M | 3.6% | −2.4K | Reduced |
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