Palm Beach, FLCIK 17273534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Transdigm Group Inc | 18.0K | $23.94M | 14.3% | +2.5K | Added |
| 2 | Ge Aerospace | 77.0K | $23.72M | 14.2% | +5.0K | Added |
| 3 | Mastercard Incorporated | 41.0K | $23.41M | 14.0% | +9.0K | Added |
| 4 | Microsoft Corp |
| 48.0K |
| $23.21M |
| 13.9% |
| +4.0K |
| Added |
| 5 | Amazon Com Inc | 100.0K | $23.08M | 13.8% | +20.0K | Added |
| 6 | Moodys Corp | 42.0K | $21.46M | 12.8% | −1.0K | Reduced |
| 7 | S&P Global Inc | 27.0K | $14.11M | 8.4% | +6.0K | Added |
| 8 | Sap Se | 34.0K | $8.26M | 4.9% | +34.0K | New |
| 9 | Martin Marietta Matls Inc | 7.0K | $4.36M | 2.6% | −19.0K | Reduced |
| 10 | Sherwin Williams Co | 3.0K | $972.1K | 0.6% | −4.5K | Reduced |
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