Bethesda, MDCIK 16333664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,183 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 167.3K | $79.19M | 7.6% | −2.9K | Reduced |
| 2 | Ishares Tr | 362.3K | $76.21M | 7.3% | −2.7K | Reduced |
| 3 | Ishares Tr | 103.4K | $70.82M | 6.8% | −3.1K | Reduced |
| 4 | Abbvie Inc |
| 270.7K |
| $61.86M |
| 5.9% |
| +226 |
| Added |
| 5 | Ishares Tr | 291.4K | $35.91M | 3.5% | −6.4K | Reduced |
| 6 | Abbott Labs | 282.0K | $35.33M | 3.4% | +601 | Added |
| 7 | Ishares Tr | 466.5K | $33.11M | 3.2% | +28.2K | Added |
| 8 | Ishares Tr | 251.5K | $25.12M | 2.4% | −12.2K | Reduced |
| 9 | Ishares Tr | 104.4K | $22.14M | 2.1% | −994 | Reduced |
| 10 | Apple Inc | 81.4K | $22.14M | 2.1% | −372 | Reduced |
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