Pheonix, AZCIK 17274074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
158 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 44.0K | $29.07M | 15.1% | −56 | Reduced |
| 2 | Alphabet Inc | 21.0K | $6.56M | 3.4% | −416 | Reduced |
| 3 | Microsoft Corp | 10.4K | $5.05M | 2.6% | +1.6K | Added |
| 4 | Parker-Hannifin Corp |
| 4.4K |
| $3.84M |
| 2.0% |
| 0 |
| Held |
| 5 | Alphabet Inc | 11.1K | $3.49M | 1.8% | −38 | Reduced |
| 6 | Ishares Tr | 34.5K | $3.31M | 1.7% | +5.7K | Added |
| 7 | Ishares Tr | 29.8K | $3.06M | 1.6% | +226 | Added |
| 8 | Apple Inc | 10.5K | $2.86M | 1.5% | +2.0K | Added |
| 9 | Ishares Tr | 28.4K | $2.85M | 1.5% | +16.7K | Added |
| 10 | Ishares Tr | 22.5K | $2.78M | 1.4% | −8.3K | Reduced |
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