Miami, FLCIK 17002724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lpl Finl Hldgs Inc | 448.2K | $160.08M | 10.1% | +94.8K | Added |
| 2 | Franklin Resources Inc | 5.80M | $138.48M | 8.7% | +2.55M | Added |
| 3 | International Bancshares Cor | 1.52M | $101.28M | 6.4% | +396.0K | Added |
| 4 | Citigroup Inc |
| 802.3K |
| $93.62M |
| 5.9% |
| +289.5K |
| Added |
| 5 | Onemain Hldgs Inc | 1.36M | $92.07M | 5.8% | +924.3K | Added |
| 6 | Valley Natl Bancorp | 7.80M | $91.08M | 5.7% | −1.93M | Reduced |
| 7 | Berkshire Hills Bancorp Inc | 3.13M | $82.62M | 5.2% | +2.57M | Added |
| 8 | Wisdomtree Inc | 6.15M | $74.97M | 4.7% | +521.2K | Added |
| 9 | Coastal Finl Corp Wa | 618.2K | $70.84M | 4.5% | +27.2K | Added |
| 10 | Texas Cap Bancshares Inc | 675.8K | $61.19M | 3.9% | −360.8K | Reduced |
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