Plano, TXCIK 17140934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
425 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 28.3K | $17.40M | 6.7% | +1.9K | Added |
| 2 | Berkshire Hathaway Inc Del | 23.2K | $11.66M | 4.5% | +280 | Added |
| 3 | Apple Inc | 37.5K | $10.20M | 3.9% | +1.1K | Added |
| 4 | Vanguard Index Fds |
| 29.9K |
| $10.03M |
| 3.8% |
| +704 |
| Added |
| 5 | Nvidia Corporation | 49.5K | $9.23M | 3.5% | −617 | Reduced |
| 6 | Alphabet Inc | 20.1K | $6.31M | 2.4% | +700 | Added |
| 7 | Amazon Com Inc | 23.6K | $5.44M | 2.1% | +130 | Added |
| 8 | Broadcom Inc | 15.4K | $5.33M | 2.0% | +609 | Added |
| 9 | Rmr Group Inc | 321.7K | $4.79M | 1.8% | −58.2K | Reduced |
| 10 | Invesco Exchange Traded Fd T | 23.0K | $4.40M | 1.7% | −4.7K | Reduced |
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