Dallas, TXCIK 16345564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
250 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 301.7K | $82.02M | 10.6% | −3.1K | Reduced |
| 2 | Lennox Intl Inc | 168.3K | $81.74M | 10.6% | −9.4K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 78.8K | $39.61M | 5.1% | −1.3K | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 50.0K |
| $34.06M |
| 4.4% |
| +11.3K |
| Added |
| 5 | Amazon Com Inc | 138.4K | $31.94M | 4.1% | −385 | Reduced |
| 6 | Nvidia Corporation | 128.1K | $23.90M | 3.1% | −111 | Reduced |
| 7 | Microsoft Corp | 36.6K | $17.69M | 2.3% | −3.8K | Reduced |
| 8 | Vanguard Index Fds | 63.8K | $16.46M | 2.1% | +63.8K | New |
| 9 | Ishares Tr | 195.4K | $16.12M | 2.1% | +195.4K | New |
| 10 | Schwab Strategic Tr | 595.3K | $15.62M | 2.0% | +595.3K | New |
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