Naples, FLCIK 15821514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
437 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 185.1K | $50.32M | 3.8% | −2.6K | Reduced |
| 2 | Broadcom Inc | 112.5K | $38.95M | 2.9% | −7.2K | Reduced |
| 3 | Microsoft Corp | 74.4K | $36.01M | 2.7% | +128 | Added |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 99.4K |
| $30.29M |
| 2.3% |
| −1.9K |
| Reduced |
| 5 | Ishares Tr | 41.4K | $28.37M | 2.1% | +99 | Added |
| 6 | Vanguard Index Fds | 40.2K | $25.18M | 1.9% | −575 | Reduced |
| 7 | Schwab Strategic Tr | 1.04M | $24.98M | 1.9% | +41.8K | Added |
| 8 | Jpmorgan Chase & Co. | 68.2K | $21.99M | 1.6% | −682 | Reduced |
| 9 | Vanguard Index Fds | 60.1K | $18.93M | 1.4% | −560 | Reduced |
| 10 | Corning Inc | 213.6K | $18.71M | 1.4% | −13.9K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio