Chicago, ILCIK 15695504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 88.7K | $9.88M | 18.5% | +88.7K | New |
| 2 | Tesla Inc | 16.0K | $7.18M | 13.5% | −2.6K | Reduced |
| 3 | Nvidia Corporation | 22.2K | $4.15M | 7.8% | +2.6K | Added |
| 4 | Select Sector Spdr Tr |
| 24.2K |
| $2.85M |
| 5.3% |
| +24.2K |
| New |
| 5 | Select Sector Spdr Tr | 63.6K | $2.84M | 5.3% | +63.6K | New |
| 6 | Select Sector Spdr Tr | 70.0K | $2.83M | 5.3% | +22.4K | Added |
| 7 | Select Sector Spdr Tr | 66.1K | $2.82M | 5.3% | +66.1K | New |
| 8 | Palo Alto Networks Inc | 11.6K | $2.14M | 4.0% | +11.6K | New |
| 9 | Broadcom Inc | 6.0K | $2.08M | 3.9% | +4.4K | Added |
| 10 | Select Sector Spdr Tr | 11.4K | $1.76M | 3.3% | −6.5K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio