Indianapolis, INCIK 17293044 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
136 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 67.9K | $72.95M | 26.5% | −222 | Reduced |
| 2 | Schwab Strategic Tr | 553.4K | $13.30M | 4.8% | +20.8K | Added |
| 3 | First Tr Exchng Traded Fd Vi | 472.7K | $11.90M | 4.3% | +107.8K | Added |
| 4 | First Tr Exchange-Traded Alp |
| 138.1K |
| $11.90M |
| 4.3% |
| +4.1K |
| Added |
| 5 | First Tr Exchange-Traded Fd | 236.2K | $10.89M | 3.9% | −14.4K | Reduced |
| 6 | Ishares Tr | 22.6K | $10.69M | 3.9% | +139 | Added |
| 7 | First Tr Exchange-Traded Fd | 114.9K | $10.63M | 3.9% | −2.8K | Reduced |
| 8 | First Tr Exchng Traded Fd Vi | 327.6K | $7.47M | 2.7% | +65.4K | Added |
| 9 | First Tr Exchange-Traded Fd | 27.7K | $7.46M | 2.7% | +1.7K | Added |
| 10 | Nvidia Corporation | 37.5K | $6.99M | 2.5% | +159 | Added |
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