Waco, TXCIK 16548474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
153 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 202.2K | $55.0K | 11.3% | −6.9K | Reduced |
| 2 | Microsoft Corp | 43.6K | $21.1K | 4.3% | −976 | Reduced |
| 3 | Nvidia Corporation | 105.1K | $19.6K | 4.0% | −2.2K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 49.5K |
| $15.9K |
| 3.3% |
| −1.2K |
| Reduced |
| 5 | Alphabet Inc | 47.4K | $14.8K | 3.0% | −1.6K | Reduced |
| 6 | Caterpillar Inc | 23.7K | $13.6K | 2.8% | −1.0K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 27.0K | $13.5K | 2.8% | −1.8K | Reduced |
| 8 | Walmart Inc | 112.0K | $12.5K | 2.6% | −4.4K | Reduced |
| 9 | Amazon Com Inc | 49.9K | $11.5K | 2.4% | −584 | Reduced |
| 10 | Blackstone Inc | 74.6K | $11.5K | 2.4% | −1.5K | Reduced |
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