Kalamazoo, MICIK 16200814 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 | Oreilly Automotive Inc | 294.8K | $26.89M | 10.2% | −24.8K | Reduced |
| 2 | Stryker Corporation | 42.6K | $14.96M | 5.7% | +100 | Added |
| 3 | Alphabet Inc | 47.6K | $14.94M | 5.7% | −1.3K | Reduced |
| 4 | Alphabet Inc |
| 45.2K |
| $14.15M |
| 5.4% |
| −3.3K |
| Reduced |
| 5 | Automatic Data Processing In | 51.2K | $13.17M | 5.0% | −1.7K | Reduced |
| 6 | Oracle Corp | 64.4K | $12.56M | 4.8% | −6.4K | Reduced |
| 7 | Fastenal Co | 241.6K | $9.70M | 3.7% | −4.4K | Reduced |
| 8 | Illinois Tool Wks Inc | 37.6K | $9.26M | 3.5% | −1.4K | Reduced |
| 9 | Intercontinental Exchange In | 49.6K | $8.03M | 3.0% | −400 | Reduced |
| 10 | Idexx Labs Inc | 11.3K | $7.65M | 2.9% | +225 | Added |
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