Cologne, 2MCIK 15756774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 5.97M | $1.87B | 7.4% | −847.0K | Reduced |
| 2 | Microsoft Corp | 3.14M | $1.52B | 6.0% | −271.5K | Reduced |
| 3 | Amazon Com Inc | 6.51M | $1.50B | 6.0% | −298.0K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 2.75M |
| $1.38B |
| 5.5% |
| −33.7K |
| Reduced |
| 5 | Thermo Fisher Scientific Inc | 2.18M | $1.26B | 5.0% | −337.2K | Reduced |
| 6 | Schwab Charles Corp | 10.47M | $1.05B | 4.1% | −165.8K | Reduced |
| 7 | Amphenol Corp New | 7.28M | $983.93M | 3.9% | −1.53M | Reduced |
| 8 | Danaher Corporation | 4.08M | $933.03M | 3.7% | −125.9K | Reduced |
| 9 | Apple Inc | 3.26M | $887.28M | 3.5% | −129.7K | Reduced |
| 10 | Pepsico Inc | 6.11M | $876.57M | 3.5% | +228.8K | Added |
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