Sarasota, FLCIK 17504054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,026 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 179.9K | $33.55M | 6.1% | −579 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 56.6K | $28.43M | 5.2% | −627 | Reduced |
| 3 | Invesco Qqq Tr | 35.6K | $21.89M | 4.0% | −1.8K | Reduced |
| 4 | Broadcom Inc |
| 53.5K |
| $18.50M |
| 3.4% |
| −275 |
| Reduced |
| 5 | Apple Inc | 45.8K | $12.45M | 2.3% | +1.6K | Added |
| 6 | Microsoft Corp | 17.7K | $8.57M | 1.6% | +291 | Added |
| 7 | Corning Inc | 88.3K | $7.73M | 1.4% | −1.8K | Reduced |
| 8 | Celestica Inc | 26.1K | $7.72M | 1.4% | +821 | Added |
| 9 | Qualcomm Inc | 42.0K | $7.18M | 1.3% | +64 | Added |
| 10 | Caterpillar Inc | 11.8K | $6.77M | 1.2% | −404 | Reduced |
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