Miami, FLCIK 15696884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Telephone & Data Sys Inc | 506.1K | $20.75M | 9.8% | +506.1K | New |
| 2 | Mercadolibre Inc | 8.6K | $17.25M | 8.1% | +3.5K | Added |
| 3 | Sysco Corp | 211.2K | $15.57M | 7.3% | +109.8K | Added |
| 4 | Visa Inc |
| 39.5K |
| $13.84M |
| 6.5% |
| −192 |
| Reduced |
| 5 | Acm Resh Inc | 263.5K | $10.39M | 4.9% | +86.9K | Added |
| 6 | Sotera Health Co | 556.9K | $9.82M | 4.6% | −238.5K | Reduced |
| 7 | Amazon Com Inc | 41.4K | $9.55M | 4.5% | +1.6K | Added |
| 8 | Alphabet Inc | 29.4K | $9.20M | 4.3% | −4.5K | Reduced |
| 9 | Kenvue Inc | 343.8K | $5.93M | 2.8% | +179.6K | Added |
| 10 | Grupo Cibest SA | 91.1K | $5.80M | 2.7% | −8.8K | Reduced |
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