Dallas, TXCIK 16601774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
704 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 174.9K | $119.81M | 5.3% | +8.9K | Added |
| 2 | Spdr S&P 500 ETF Tr | 117.8K | $80.31M | 3.6% | −1.6K | Reduced |
| 3 | Apple Inc | 234.1K | $63.63M | 2.8% | −23.8K | Reduced |
| 4 | Nvidia Corporation |
| 276.6K |
| $51.58M |
| 2.3% |
| −12.6K |
| Reduced |
| 5 | Microsoft Corp | 83.0K | $40.15M | 1.8% | −2.3K | Reduced |
| 6 | Alphabet Inc | 120.2K | $37.62M | 1.7% | +7.1K | Added |
| 7 | Invesco Qqq Tr | 56.8K | $34.91M | 1.5% | +4.9K | Added |
| 8 | Blackstone Inc | 219.8K | $33.88M | 1.5% | +3.4K | Added |
| 9 | Amazon Com Inc | 144.7K | $33.39M | 1.5% | −1.9K | Reduced |
| 10 | Vanguard Index Fds | 51.6K | $32.39M | 1.4% | +1.4K | Added |
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