Morrisville, NCCIK 15710754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
56 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 28.0K | $18.9K | 8.7% | 0 | Held |
| 2 | Nvidia Corporation | 99.5K | $18.6K | 8.6% | 0 | Held |
| 3 | Celestica Inc | 40.0K | $11.8K | 5.5% | 0 | Held |
| 4 | Kla Corp |
| 7.9K |
| $9.6K |
| 4.4% |
| 0 |
| Held |
| 5 | Alphabet Inc | 27.8K | $8.7K | 4.0% | 0 | Held |
| 6 | Broadcom Inc | 24.2K | $8.4K | 3.9% | 0 | Held |
| 7 | Morgan Stanley | 45.8K | $8.1K | 3.8% | 0 | Held |
| 8 | Meta Platforms Inc | 12.0K | $7.9K | 3.7% | 0 | Held |
| 9 | International Business Machs | 22.8K | $6.8K | 3.1% | 0 | Held |
| 10 | Tapestry Inc | 50.3K | $6.4K | 3.0% | 0 | Held |
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