Sheridan, WYCIK 16338964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
207 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 82.1K | $22.33M | 20.7% | +494 | Added |
| 2 | Nuveen Nasdaq 100 Dynamic Ov | 162.6K | $4.64M | 4.3% | +860 | Added |
| 3 | Eaton Vance Tax-Managed Dive | 287.2K | $4.41M | 4.1% | +6.6K | Added |
| 4 | Yd Bio Ltd |
| 4.45M |
| $4.40M |
| 4.1% |
| +209.0K |
| Added |
| 5 | Blackrock Energy & Res Tr | 307.7K | $4.17M | 3.9% | −140 | Reduced |
| 6 | Costco Whsl Corp New | 4.5K | $3.90M | 3.6% | −241 | Reduced |
| 7 | Royce Small Cap Trust Inc | 189.9K | $3.06M | 2.8% | +157.3K | Added |
| 8 | Sprott Physical Gold Etv | 86.5K | $2.86M | 2.7% | −41 | Reduced |
| 9 | Ishares Tr | 19.3K | $2.73M | 2.5% | −25 | Reduced |
| 10 | Jpmorgan Chase & Co. | 8.3K | $2.69M | 2.5% | +353 | Added |
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