Conshohocken, PACIK 15814654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
142 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 44.5K | $30.35M | 7.6% | +10.4K | Added |
| 2 | Vanguard Bd Index Fds | 334.7K | $24.79M | 6.2% | +99.1K | Added |
| 3 | Alphabet Inc | 58.6K | $18.34M | 4.6% | −3.1K | Reduced |
| 4 | Pgim ETF Tr |
| 228.8K |
| $11.73M |
| 2.9% |
| +170.5K |
| Added |
| 5 | Pimco ETF Tr | 114.5K | $11.49M | 2.9% | +89.6K | Added |
| 6 | Ishares Bitcoin Trust ETF | 212.7K | $10.56M | 2.6% | +5.4K | Added |
| 7 | Oracle Corp | 48.4K | $9.43M | 2.4% | −5.6K | Reduced |
| 8 | Jpmorgan Chase & Co. | 28.6K | $9.21M | 2.3% | −1.1K | Reduced |
| 9 | Schwab Strategic Tr | 91.0K | $9.15M | 2.3% | +91.0K | New |
| 10 | Ishares Tr | 389.6K | $8.97M | 2.2% | +116.4K | Added |
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