Bellevue, WACIK 17296734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
130 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 1.15M | $555.66M | 35.4% | +5.3K | Added |
| 2 | Berkshire Hathaway Inc Del | 114.0K | $57.31M | 3.6% | −14.4K | Reduced |
| 3 | Apple Inc | 164.4K | $44.69M | 2.8% | +3.8K | Added |
| 4 | Amazon Com Inc |
| 179.6K |
| $41.45M |
| 2.6% |
| +839 |
| Added |
| 5 | Broadcom Inc | 87.1K | $30.14M | 1.9% | +445 | Added |
| 6 | Nwpx Infrastructure Inc | 443.3K | $27.70M | 1.8% | −3.3K | Reduced |
| 7 | Alphabet Inc | 80.5K | $25.26M | 1.6% | −30.3K | Reduced |
| 8 | Cummins Inc | 46.1K | $23.55M | 1.5% | +240 | Added |
| 9 | Chubb Limited | 73.5K | $22.93M | 1.5% | +492 | Added |
| 10 | Nvidia Corporation | 121.1K | $22.58M | 1.4% | +1.8K | Added |
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