Center Valley, PACIK 15997604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 707.2K | $21.09M | 6.4% | +76.6K | Added |
| 2 | Apple Inc | 64.7K | $17.60M | 5.3% | −7.6K | Reduced |
| 3 | Walmart Inc | 147.3K | $16.42M | 4.9% | −10.7K | Reduced |
| 4 | Alphabet Inc |
| 51.8K |
| $16.26M |
| 4.9% |
| −10.0K |
| Reduced |
| 5 | Johnson & Johnson | 66.3K | $13.73M | 4.1% | −303 | Reduced |
| 6 | Exxon Mobil Corp | 101.6K | $12.23M | 3.7% | −2.2K | Reduced |
| 7 | Ishares Tr | 235.8K | $11.90M | 3.6% | +139.7K | Added |
| 8 | Chubb Limited | 36.5K | $11.41M | 3.4% | +205 | Added |
| 9 | Bank New York Mellon Corp | 89.8K | $10.43M | 3.1% | −2.1K | Reduced |
| 10 | Microsoft Corp | 20.9K | $10.09M | 3.0% | −2.3K | Reduced |
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