Miami, FLCIK 16978684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fair Isaac Corp | 769.4K | $1.30B | 29.5% | +1.0K | Added |
| 2 | S&P Global Inc | 1.76M | $918.81M | 20.8% | +3.1K | Added |
| 3 | Mastercard Incorporated | 1.49M | $849.13M | 19.2% | +2.6K | Added |
| 4 | Moodys Corp |
| 1.32M |
| $672.94M |
| 15.3% |
| +3.1K |
| Added |
| 5 | Visa Inc | 916.4K | $321.39M | 7.3% | +4.4K | Added |
| 6 | Intuit | 221.2K | $146.55M | 3.3% | −39.9K | Reduced |
| 7 | Asml Holding N V | 126.2K | $135.06M | 3.1% | +615 | Added |
| 8 | Msci Inc | 60.8K | $34.87M | 0.8% | +1.1K | Added |
| 9 | Equifax Inc | 146.4K | $31.76M | 0.7% | +2.4K | Added |