Pittsford, NYCIK 16648474 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Wellington Fd | 428.2K | $56.86M | 9.5% | +447 | Added |
| 2 | Ishares Tr | 212.1K | $53.10M | 8.9% | +1.0K | Added |
| 3 | Invesco Exchange Traded Fd T | 354.5K | $36.64M | 6.2% | +1.8K | Added |
| 4 | Invesco Exch Traded Fd Tr II |
| 504.1K |
| $36.00M |
| 6.0% |
| +21.7K |
| Added |
| 5 | Ishares Tr | 164.9K | $32.76M | 5.5% | +1.9K | Added |
| 6 | Vanguard Wellington Fd | 186.0K | $28.54M | 4.8% | −1.4K | Reduced |
| 7 | Ishares Tr | 694.1K | $26.41M | 4.4% | −7.2K | Reduced |
| 8 | Ishares Tr | 454.1K | $21.78M | 3.7% | −20 | Reduced |
| 9 | Ishares Tr | 469.1K | $21.32M | 3.6% | +3.6K | Added |
| 10 | American Centy ETF Tr | 347.5K | $20.26M | 3.4% | +1.2K | Added |
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