Palm Beach Gardens, FLCIK 16313534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
772 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kla Corp | 867.3K | $1.05B | 18.7% | −5.8K | Reduced |
| 2 | Ishares Tr | 273.8K | $187.52M | 3.3% | +7.8K | Added |
| 3 | Apple Inc | 641.6K | $174.43M | 3.1% | +61.7K | Added |
| 4 | Microsoft Corp |
| 267.2K |
| $129.24M |
| 2.3% |
| +31.3K |
| Added |
| 5 | Spdr Series Trust | 1.22M | $111.89M | 2.0% | −73.8K | Reduced |
| 6 | Amazon Com Inc | 372.0K | $85.87M | 1.5% | +18.8K | Added |
| 7 | Alphabet Inc | 265.5K | $83.09M | 1.5% | +35.3K | Added |
| 8 | Nvidia Corporation | 436.1K | $81.34M | 1.4% | +64.8K | Added |
| 9 | Jpmorgan Chase & Co. | 243.8K | $78.57M | 1.4% | +4.9K | Added |
| 10 | Vanguard Star Fds | 978.5K | $73.82M | 1.3% | +394.9K | Added |
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