Houston, TXCIK 16329324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,782 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 1.37M | $164.65M | 11.0% | +18.4K | Added |
| 2 | Nvidia Corporation | 337.8K | $63.00M | 4.2% | +1.7K | Added |
| 3 | Microsoft Corp | 75.7K | $36.63M | 2.4% | +1.1K | Added |
| 4 | Apple Inc |
| 125.3K |
| $34.05M |
| 2.3% |
| +441 |
| Added |
| 5 | Broadcom Inc | 81.3K | $28.12M | 1.9% | −629 | Reduced |
| 6 | Schwab Strategic Tr | 727.0K | $23.71M | 1.6% | +22.7K | Added |
| 7 | Invesco Qqq Tr | 38.1K | $23.42M | 1.6% | +1.1K | Added |
| 8 | Ishares Tr | 181.9K | $22.42M | 1.5% | −5.1K | Reduced |
| 9 | Ishares Gold Tr | 262.2K | $21.28M | 1.4% | −159.9K | Reduced |
| 10 | Ishares Tr | 29.9K | $20.50M | 1.4% | +640 | Added |
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