Appleton, WICIK 15858224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
519 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 596.9K | $49.25M | 10.9% | +11.5K | Added |
| 2 | Nvidia Corporation | 193.9K | $36.16M | 8.0% | −14.6K | Reduced |
| 3 | Apple Inc | 108.8K | $29.58M | 6.5% | −3.3K | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 498.8K |
| $29.30M |
| 6.5% |
| +12.9K |
| Added |
| 5 | Vanguard Scottsdale Fds | 318.4K | $26.66M | 5.9% | +9.3K | Added |
| 6 | Spdr Series Trust | 246.3K | $22.51M | 5.0% | +6.1K | Added |
| 7 | Capital Grp Fixed Incm ETF T | 772.1K | $21.32M | 4.7% | +21.0K | Added |
| 8 | Alphabet Inc | 62.4K | $19.59M | 4.3% | −2.1K | Reduced |
| 9 | Microsoft Corp | 39.9K | $19.29M | 4.3% | −787 | Reduced |
| 10 | Amazon Com Inc | 81.2K | $18.74M | 4.1% | −1.0K | Reduced |
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