Montgomery, ALCIK 15930514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
943 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 8.86M | $1.65B | 5.4% | −35.5K | Reduced |
| 2 | Apple Inc | 5.22M | $1.42B | 4.6% | −22.3K | Reduced |
| 3 | Microsoft Corp | 2.63M | $1.27B | 4.1% | −4.5K | Reduced |
| 4 | Amazon Com Inc |
| 3.74M |
| $863.79M |
| 2.8% |
| +42.0K |
| Added |
| 5 | Broadcom Inc | 2.11M | $729.02M | 2.4% | +1.3K | Added |
| 6 | Alphabet Inc | 1.98M | $619.31M | 2.0% | −3.2K | Reduced |
| 7 | Ishares Inc | 7.58M | $509.83M | 1.7% | 0 | Held |
| 8 | Ishares Tr | 9.13M | $499.57M | 1.6% | 0 | Held |
| 9 | Alphabet Inc | 1.58M | $495.30M | 1.6% | −6.9K | Reduced |
| 10 | Meta Platforms Inc | 702.8K | $463.92M | 1.5% | +634 | Added |
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