Portland, MECIK 17295164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
149 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 25.7K | $17.60M | 6.9% | +1.2K | Added |
| 2 | Spdr S&P 500 ETF Tr | 18.1K | $12.32M | 4.8% | −664 | Reduced |
| 3 | Ishares Gold Tr | 143.4K | $11.64M | 4.5% | +896 | Added |
| 4 | Vanguard Specialized Funds |
| 51.0K |
| $11.22M |
| 4.4% |
| +47 |
| Added |
| 5 | Apple Inc | 26.9K | $7.31M | 2.9% | −445 | Reduced |
| 6 | Ishares Tr | 100.5K | $6.63M | 2.6% | +3.7K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 164.0K | $5.62M | 2.2% | +7.6K | Added |
| 8 | Microsoft Corp | 11.1K | $5.36M | 2.1% | +19 | Added |
| 9 | Schwab Strategic Tr | 160.7K | $5.24M | 2.0% | +1.8K | Added |
| 10 | Schwab Strategic Tr | 192.3K | $5.18M | 2.0% | −16.9K | Reduced |
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