Oklahoma City, OKCIK 17060284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
294 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 230.6K | $62.69M | 6.4% | +24.0K | Added |
| 2 | Microsoft Corp | 102.9K | $49.76M | 5.1% | −660 | Reduced |
| 3 | Johnson & Johnson | 171.8K | $35.55M | 3.6% | −744 | Reduced |
| 4 | Spdr S&P 500 ETF Tr |
| 43.6K |
| $29.75M |
| 3.0% |
| +2.4K |
| Added |
| 5 | Alphabet Inc | 94.3K | $29.60M | 3.0% | −1.4K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 436.2K | $27.25M | 2.8% | +20.9K | Added |
| 7 | Jpmorgan Chase & Co. | 68.1K | $21.95M | 2.2% | +46 | Added |
| 8 | Abbvie Inc | 94.8K | $21.67M | 2.2% | +492 | Added |
| 9 | Alphabet Inc | 65.7K | $20.58M | 2.1% | −3.1K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 88.1K | $16.88M | 1.7% | +15.5K | Added |
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