Philadelphia, PACIK 17004814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
446 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 172.1K | $117.88M | 5.7% | −479 | Reduced |
| 2 | Apple Inc | 371.0K | $100.85M | 4.9% | +2.0K | Added |
| 3 | Vanguard Bd Index Fds | 1.30M | $96.22M | 4.6% | +40.9K | Added |
| 4 | Microsoft Corp |
| 175.5K |
| $84.88M |
| 4.1% |
| +1.1K |
| Added |
| 5 | Ishares Tr | 263.0K | $72.82M | 3.5% | +4.5K | Added |
| 6 | Alphabet Inc | 186.5K | $58.37M | 2.8% | −2.4K | Reduced |
| 7 | Vanguard Tax-Managed Fds | 915.2K | $57.17M | 2.7% | +59.0K | Added |
| 8 | Jpmorgan Chase & Co. | 137.3K | $44.24M | 2.1% | +1.7K | Added |
| 9 | Berkshire Hathaway Inc Del | 65.2K | $32.75M | 1.6% | −1.5K | Reduced |
| 10 | Ishares Tr | 159.2K | $31.62M | 1.5% | −12.6K | Reduced |
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