Milwaukee, WICIK 16487114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,786 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 5.65M | $2.73B | 4.3% | +81.7K | Added |
| 2 | Apple Inc | 9.88M | $2.68B | 4.2% | +133.1K | Added |
| 3 | Jpmorgan Chase & Co. | 6.58M | $2.12B | 3.3% | +143.1K | Added |
| 4 | Alphabet Inc |
| 6.69M |
| $2.10B |
| 3.3% |
| −4.4K |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 2.60M | $1.31B | 2.0% | +93.5K | Added |
| 6 | Ishares Tr | 2.72M | $1.29B | 2.0% | −44.1K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 20.11M | $1.26B | 2.0% | +1.61M | Added |
| 8 | Ishares Tr | 5.85M | $1.23B | 1.9% | +229.9K | Added |
| 9 | Ge Aerospace | 3.56M | $1.10B | 1.7% | +154.8K | Added |
| 10 | Meta Platforms Inc | 1.60M | $1.05B | 1.6% | +25.7K | Added |
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