Missoula, MTCIK 16831824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Centurylink Inc | 12.12M | $94.2K | 13.4% | −42.0K | Reduced |
| 2 | General Electric Co | 207.8K | $64.0K | 9.1% | −11.7K | Reduced |
| 3 | Cognex Corp | 1.31M | $47.1K | 6.7% | +14.3K | Added |
| 4 | Vanguard Index Fds |
| 69.2K |
| $43.2K |
| 6.1% |
| −163 |
| Reduced |
| 5 | Manitowoc Co Inc | 3.26M | $39.1K | 5.6% | −12.0K | Reduced |
| 6 | Lumentum Hldgs Inc | 95.6K | $35.2K | 5.0% | −9.8K | Reduced |
| 7 | Ge Vernova Inc | 52.6K | $34.4K | 4.9% | −2.6K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 66.9K | $33.6K | 4.8% | +900 | Added |
| 9 | Danaher Corporation | 119.5K | $27.4K | 3.9% | −3.2K | Reduced |
| 10 | Ciena Corp | 86.3K | $20.2K | 2.9% | −11.6K | Reduced |
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