Berwyn, PACIK 16014894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
305 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 74.7K | $23.39M | 3.0% | +1.5K | Added |
| 2 | Microsoft Corp | 44.2K | $21.36M | 2.7% | +3.8K | Added |
| 3 | Amazon Com Inc | 76.1K | $17.58M | 2.2% | +7.6K | Added |
| 4 | Rtx Corporation |
| 80.3K |
| $14.73M |
| 1.9% |
| +16.8K |
| Added |
| 5 | Nvidia Corporation | 74.8K | $13.94M | 1.8% | +976 | Added |
| 6 | Cameco Corp | 140.1K | $12.82M | 1.6% | −14.7K | Reduced |
| 7 | Broadcom Inc | 34.9K | $12.09M | 1.5% | +552 | Added |
| 8 | Lam Research Corp | 65.4K | $11.19M | 1.4% | −252 | Reduced |
| 9 | Apple Inc | 40.1K | $10.89M | 1.4% | +4.0K | Added |
| 10 | Asml Holding N V | 13.5K | $10.51M | 1.3% | −12 | Reduced |
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