Morristown, NJCIK 17290494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.17M | $30.61M | 9.4% | +3.4K | Added |
| 2 | Apple Inc | 83.1K | $22.59M | 7.0% | −74 | Reduced |
| 3 | Alphabet Inc | 59.8K | $18.75M | 5.8% | −471 | Reduced |
| 4 | Microsoft Corp |
| 36.3K |
| $17.58M |
| 5.4% |
| +96 |
| Added |
| 5 | Nvidia Corporation | 78.2K | $14.58M | 4.5% | −434 | Reduced |
| 6 | Parker-Hannifin Corp | 15.1K | $13.26M | 4.1% | +56 | Added |
| 7 | Goldman Sachs Group Inc | 13.9K | $12.23M | 3.8% | +88 | Added |
| 8 | Meta Platforms Inc | 17.3K | $11.39M | 3.5% | −103 | Reduced |
| 9 | Jpmorgan Chase & Co. | 33.7K | $10.85M | 3.3% | +281 | Added |
| 10 | Eaton Corp PLC | 31.6K | $10.08M | 3.1% | +260 | Added |
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