Sarasota, FLCIK 17423154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 319.0K | $154.26M | 12.6% | +686 | Added |
| 2 | Apple Inc | 476.9K | $129.65M | 10.6% | −4.9K | Reduced |
| 3 | Alphabet Inc | 260.1K | $81.42M | 6.7% | −6.4K | Reduced |
| 4 | Goldman Sachs Group Inc |
| 88.5K |
| $77.79M |
| 6.4% |
| −1.2K |
| Reduced |
| 5 | Eli Lilly & Co | 61.4K | $66.04M | 5.4% | −334 | Reduced |
| 6 | Alphabet Inc | 206.8K | $64.90M | 5.3% | −6.2K | Reduced |
| 7 | Amazon Com Inc | 248.7K | $57.40M | 4.7% | +11.8K | Added |
| 8 | Eaton Corp PLC | 160.0K | $50.95M | 4.2% | +11 | Added |
| 9 | Ishares Tr | 1.83M | $49.42M | 4.0% | +473.8K | Added |
| 10 | Meta Platforms Inc | 74.1K | $48.89M | 4.0% | +5.5K | Added |
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