Sarasota, FLCIK 16972674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.22M | $227.62M | 10.4% | −1.01M | Reduced |
| 2 | Microsoft Corp | 336.1K | $162.52M | 7.4% | −264.3K | Reduced |
| 3 | Apple Inc | 445.1K | $121.00M | 5.5% | −531.5K | Reduced |
| 4 | Alphabet Inc |
| 356.5K |
| $111.59M |
| 5.1% |
| −308.5K |
| Reduced |
| 5 | Amazon Com Inc | 421.5K | $97.30M | 4.5% | −13.0K | Reduced |
| 6 | Broadcom Inc | 247.4K | $85.63M | 3.9% | −282.0K | Reduced |
| 7 | Jpmorgan Chase & Co. | 217.9K | $70.20M | 3.2% | −59.8K | Reduced |
| 8 | Meta Platforms Inc | 102.8K | $67.86M | 3.1% | −92.2K | Reduced |
| 9 | Visa Inc | 156.2K | $54.79M | 2.5% | −178.2K | Reduced |
| 10 | Merck & Co Inc | 496.6K | $52.27M | 2.4% | 0 | Held |
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