Edinburgh, X0CIK 17424184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 295.3K | $92.68M | 6.5% | −6.4K | Reduced |
| 2 | Microsoft Corp | 182.5K | $88.24M | 6.2% | −4.0K | Reduced |
| 3 | Taiwan Semiconductor Mfg Ltd | 282.2K | $85.75M | 6.0% | −284 | Reduced |
| 4 | Berkley W R Corp |
| 1.16M |
| $81.44M |
| 5.7% |
| −20.1K |
| Reduced |
| 5 | Amphenol Corp New | 532.8K | $72.00M | 5.1% | −73.4K | Reduced |
| 6 | Applied Matls Inc | 274.1K | $70.45M | 5.0% | −4.3K | Reduced |
| 7 | American Express Co | 177.6K | $65.72M | 4.6% | −11.5K | Reduced |
| 8 | Visa Inc | 178.7K | $62.69M | 4.4% | −2.7K | Reduced |
| 9 | Thermo Fisher Scientific Inc | 98.4K | $57.02M | 4.0% | +3.2K | Added |
| 10 | Analog Devices Inc | 201.9K | $54.75M | 3.9% | −4.9K | Reduced |
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