Chicago, ILCIK 15996704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 67.0K | $21.59M | 8.0% | 0 | Held |
| 2 | Johnson & Johnson | 102.0K | $21.11M | 7.8% | 0 | Held |
| 3 | Walmart Inc | 144.0K | $16.08M | 6.0% | 0 | Held |
| 4 | Microsoft Corp |
| 21.6K |
| $10.46M |
| 3.9% |
| 0 |
| Held |
| 5 | Globe Life Inc | 67.5K | $9.44M | 3.5% | 0 | Held |
| 6 | Bank New York Mellon Corp | 80.0K | $9.29M | 3.4% | 0 | Held |
| 7 | Home Depot Inc | 24.0K | $8.26M | 3.1% | 0 | Held |
| 8 | Procter And Gamble Co | 50.0K | $7.17M | 2.7% | 0 | Held |
| 9 | Caterpillar Inc | 12.5K | $7.16M | 2.7% | 0 | Held |
| 10 | Transdigm Group Inc | 5.1K | $6.74M | 2.5% | 0 | Held |
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