Chicago, ILCIK 16420444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 17.8K | $2.0K | 15.8% | +17.8K | New |
| 2 | Bio-Techne Corp | 20.8K | $1.2K | 9.8% | +20.8K | New |
| 3 | Ishares Tr | 9.2K | $864 | 6.9% | +9.2K | New |
| 4 | Msc Indl Direct Inc |
| 10.0K |
| $841 |
| 6.7% |
| +3.4K |
| Added |
| 5 | Spdr S&P Midcap 400 ETF Tr | 1.3K | $784 | 6.3% | +390 | Added |
| 6 | Costar Group Inc | 11.4K | $764 | 6.1% | +11.4K | New |
| 7 | Celestica Inc | 1.7K | $508 | 4.1% | +1.7K | New |
| 8 | Palo Alto Networks Inc | 2.6K | $479 | 3.8% | +2.6K | New |
| 9 | Cohu Inc | 16.9K | $393 | 3.1% | +16.9K | New |
| 10 | Huron Consulting Group Inc | 2.2K | $387 | 3.1% | −2.3K | Reduced |
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