Mendham, NJCIK 17166594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 69.1K | $43.32M | 9.8% | +388 | Added |
| 2 | Profesionally Managed Portfo | 549.0K | $35.97M | 8.2% | +549.0K | New |
| 3 | Invesco Qqq Tr | 41.8K | $25.66M | 5.8% | +224 | Added |
| 4 | Nvidia Corporation |
| 126.9K |
| $23.66M |
| 5.4% |
| −196 |
| Reduced |
| 5 | Vanguard Index Fds | 63.8K | $21.39M | 4.9% | +2 | Added |
| 6 | Palantir Technologies Inc | 119.6K | $21.27M | 4.8% | +7 | Added |
| 7 | Ishares Tr | 24.2K | $16.59M | 3.8% | −82 | Reduced |
| 8 | Apple Inc | 54.8K | $14.90M | 3.4% | +16 | Added |
| 9 | Wisdomtree Tr | 256.8K | $12.92M | 2.9% | +56.5K | Added |
| 10 | Microsoft Corp | 26.1K | $12.61M | 2.9% | +40 | Added |
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