Naples, FLCIK 15691474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Banc Of California Inc | 2.95M | $56.89M | 17.9% | 0 | Held |
| 2 | Financial Instns Inc | 1.80M | $56.19M | 17.7% | +27.9K | Added |
| 3 | Enterprise Finl Svcs Corp | 733.3K | $39.60M | 12.5% | +34.5K | Added |
| 4 | Horizon Bancorp Inc |
| 1.81M |
| $30.75M |
| 9.7% |
| +121.7K |
| Added |
| 5 | First Merchants Corp | 686.3K | $25.72M | 8.1% | 0 | Held |
| 6 | F N B Corp | 1.41M | $24.16M | 7.6% | 0 | Held |
| 7 | Finward Bancorp | 395.7K | $13.93M | 4.4% | 0 | Held |
| 8 | American Riviera Bancorp | 569.5K | $13.61M | 4.3% | −8.0K | Reduced |
| 9 | Independent Bk Corp Mich | 319.0K | $10.38M | 3.3% | 0 | Held |
| 10 | Nbt Bancorp Inc | 208.0K | $8.64M | 2.7% | −83.0K | Reduced |
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