Coral Gables, FLCIK 17224394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
186 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 277.1K | $75.3K | 22.0% | −956 | Reduced |
| 2 | Nvidia Corporation | 101.3K | $18.9K | 5.5% | −6.2K | Reduced |
| 3 | Popular Inc | 110.2K | $13.8K | 4.0% | −117.7K | Reduced |
| 4 | Microsoft Corp |
| 26.4K |
| $12.8K |
| 3.7% |
| +1.6K |
| Added |
| 5 | Meta Platforms Inc | 10.6K | $7.0K | 2.0% | +2.4K | Added |
| 6 | Alphabet Inc | 19.5K | $6.1K | 1.8% | +2.0K | Added |
| 7 | Amazon Com Inc | 26.2K | $6.0K | 1.8% | −1.3K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 12.0K | $6.0K | 1.8% | +1.4K | Added |
| 9 | Visa Inc | 16.9K | $5.9K | 1.7% | 0 | Held |
| 10 | Morgan Stanley | 33.0K | $5.9K | 1.7% | −3.2K | Reduced |
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