Plano, TXCIK 17378885 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 77.7K | $11.55M | 11.1% | −1.5K | Reduced |
| 2 | Ishares Inc | 46.2K | $8.58M | 8.2% | 0 | Held |
| 3 | Select Sector Spdr Tr | 40.5K | $5.83M | 5.6% | +19.4K | Added |
| 4 | Nvidia Corporation |
| 21.1K |
| $3.94M |
| 3.8% |
| +8.4K |
| Added |
| 5 | Oneok Inc New | 50.9K | $3.74M | 3.6% | +867 | Added |
| 6 | Apple Inc | 9.2K | $2.49M | 2.4% | +4.4K | Added |
| 7 | Select Sector Spdr Tr | 19.3K | $2.27M | 2.2% | −682 | Reduced |
| 8 | Select Sector Spdr Tr | 38.4K | $2.10M | 2.0% | +2.3K | Added |
| 9 | Berkshire Hathaway Inc Del | 4.0K | $2.03M | 1.9% | −358 | Reduced |
| 10 | Walmart Inc | 16.8K | $1.87M | 1.8% | +1.0K | Added |
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