Frankfort, ILCIK 17449554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 12.5K | $13.01M | 8.1% | −128 | Reduced |
| 2 | Apple Inc | 45.0K | $12.01M | 7.5% | −1.4K | Reduced |
| 3 | Microsoft Corp | 21.3K | $10.13M | 6.3% | −559 | Reduced |
| 4 | Broadcom Inc |
| 22.0K |
| $7.52M |
| 4.7% |
| −244 |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 20.9K | $7.04M | 4.4% | +43 | Added |
| 6 | Caterpillar Inc | 11.2K | $6.92M | 4.3% | −127 | Reduced |
| 7 | Nextera Energy Inc | 41.2K | $5.73M | 3.6% | +425 | Added |
| 8 | Walmart Inc | 42.0K | $4.77M | 3.0% | −449 | Reduced |
| 9 | Honeywell Intl Inc | 22.3K | $4.50M | 2.8% | −137 | Reduced |
| 10 | Amazon Com Inc | 18.1K | $4.23M | 2.6% | −428 | Reduced |
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