Stamford, CTCIK 16503004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
395 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 59.8K | $40.75M | 13.4% | −561 | Reduced |
| 2 | Invesco Exchange Traded Fd T | 156.4K | $29.96M | 9.9% | +3.5K | Added |
| 3 | Spdr Series Trust | 175.9K | $24.48M | 8.1% | +230 | Added |
| 4 | Vanguard Specialized Funds |
| 100.4K |
| $22.06M |
| 7.3% |
| −1.5K |
| Reduced |
| 5 | Vanguard Index Fds | 51.0K | $14.80M | 4.9% | −167 | Reduced |
| 6 | Microsoft Corp | 18.4K | $8.89M | 2.9% | +306 | Added |
| 7 | Invesco Exch Traded Fd Tr II | 111.9K | $7.99M | 2.6% | +621 | Added |
| 8 | Abbvie Inc | 31.2K | $7.13M | 2.3% | −247 | Reduced |
| 9 | Spdr Series Trust | 73.6K | $5.91M | 1.9% | +65 | Added |
| 10 | Apple Inc | 21.2K | $5.75M | 1.9% | +321 | Added |
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