Naples, FLCIK 16803654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Energy Transfer L P | 443.0K | $7.30M | 15.0% | +11.4K | Added |
| 2 | Nextdecade Corp | 922.9K | $4.86M | 10.0% | −4.5K | Reduced |
| 3 | Williams Cos Inc | 66.6K | $4.00M | 8.2% | −3.0K | Reduced |
| 4 | Pacer Fds Tr |
| 95.9K |
| $3.66M |
| 7.5% |
| +12.4K |
| Added |
| 5 | Cheniere Energy Inc | 17.8K | $3.45M | 7.1% | −679 | Reduced |
| 6 | Targa Res Corp | 17.9K | $3.30M | 6.8% | −557 | Reduced |
| 7 | Oneok Inc New | 39.5K | $2.91M | 6.0% | −1.9K | Reduced |
| 8 | Enterprise Prods Partners L | 71.7K | $2.30M | 4.7% | −2.2K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 3.1K | $1.57M | 3.2% | −5 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 2.1K | $1.46M | 3.0% | 0 | Held |
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