West Palm Beach, FLCIK 16758844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 8.98M | $2.07B | 41.9% | +952.0K | Added |
| 2 | Ge Aerospace | 1.26M | $388.12M | 7.8% | −22.0K | Reduced |
| 3 | Microsoft Corp | 592.0K | $286.30M | 5.8% | −420.0K | Reduced |
| 4 | S&P Global Inc |
| 436.5K |
| $228.11M |
| 4.6% |
| +30.5K |
| Added |
| 5 | Visa Inc | 562.0K | $197.10M | 4.0% | −262.0K | Reduced |
| 6 | Moodys Corp | 346.5K | $177.01M | 3.6% | +22.0K | Added |
| 7 | Martin Marietta Matls Inc | 274.0K | $170.61M | 3.4% | +2.0K | Added |
| 8 | Transdigm Group Inc | 120.0K | $159.58M | 3.2% | 0 | Held |
| 9 | Waste Connections Inc | 892.0K | $156.42M | 3.2% | +209.5K | Added |
| 10 | Vulcan Matls Co | 438.0K | $124.93M | 2.5% | 0 | Held |
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