Topsfield, MACIK 17305804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | 201.0K | $34.40M | 13.2% | −29.8K | Reduced |
| 2 | Applied Matls Inc | 129.5K | $33.29M | 12.8% | −14.1K | Reduced |
| 3 | Warner Bros Discovery Inc | 981.4K | $28.28M | 10.8% | 0 | Held |
| 4 | Wells Fargo Co New |
| 254.2K |
| $23.69M |
| 9.1% |
| 0 |
| Held |
| 5 | Apple Inc | 78.6K | $21.36M | 8.2% | 0 | Held |
| 6 | Microsoft Corp | 38.5K | $18.63M | 7.1% | 0 | Held |
| 7 | Kla Corp | 13.6K | $16.52M | 6.3% | 0 | Held |
| 8 | Cisco Sys Inc | 206.0K | $15.86M | 6.1% | 0 | Held |
| 9 | Comcast Corp New | 480.4K | $14.36M | 5.5% | +170.0K | Added |
| 10 | Gatx Corp | 83.4K | $14.14M | 5.4% | 0 | Held |
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