Minneapolis, MNCIK 15876434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Therapeutics Corp Del | 43.8K | $21.32M | 6.6% | −656 | Reduced |
| 2 | Rli Corp | 289.2K | $18.50M | 5.7% | +90.0K | Added |
| 3 | Devon Energy Corp New | 467.3K | $17.12M | 5.3% | −3.3K | Reduced |
| 4 | Chubb Limited |
| 53.9K |
| $16.83M |
| 5.2% |
| −285 |
| Reduced |
| 5 | Advanced Micro Devices Inc | 77.7K | $16.64M | 5.1% | −36.4K | Reduced |
| 6 | Renaissancere Hldgs Ltd | 58.7K | $16.50M | 5.1% | +159 | Added |
| 7 | Amgen Inc | 50.4K | $16.50M | 5.1% | +1.1K | Added |
| 8 | Visa Inc | 46.3K | $16.24M | 5.0% | +294 | Added |
| 9 | Shopify Inc | 99.1K | $15.95M | 4.9% | −22.9K | Reduced |
| 10 | Mastercard Incorporated | 27.5K | $15.70M | 4.8% | +43 | Added |
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