New York, NYCIK 15691194 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
180 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 192.4K | $52.32M | 8.2% | −10.5K | Reduced |
| 2 | Nvidia Corporation | 204.3K | $38.09M | 6.0% | +8.7K | Added |
| 3 | Microsoft Corp | 70.1K | $33.90M | 5.3% | −1.1K | Reduced |
| 4 | Schwab Strategic Tr |
| 1.11M |
| $29.14M |
| 4.6% |
| −22.8K |
| Reduced |
| 5 | Amazon Com Inc | 122.7K | $28.31M | 4.4% | −1.2K | Reduced |
| 6 | Alphabet Inc | 78.0K | $24.40M | 3.8% | −1.5K | Reduced |
| 7 | Spdr Series Trust | 203.4K | $18.59M | 2.9% | +222 | Added |
| 8 | Home Depot Inc | 42.2K | $14.54M | 2.3% | −591 | Reduced |
| 9 | Jpmorgan Chase & Co. | 39.1K | $12.60M | 2.0% | +345 | Added |
| 10 | Visa Inc | 33.9K | $11.88M | 1.9% | +245 | Added |
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