Austin, TXCIK 17525794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
85 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 126.6K | $18.22M | 9.9% | +51.3K | Added |
| 2 | Select Sector Spdr Tr | 148.2K | $17.44M | 9.4% | −2.8K | Reduced |
| 3 | Select Sector Spdr Tr | 291.0K | $15.94M | 8.6% | +2.2K | Added |
| 4 | Select Sector Spdr Tr |
| 83.7K |
| $12.99M |
| 7.0% |
| −1.7K |
| Reduced |
| 5 | Select Sector Spdr Tr | 66.9K | $10.35M | 5.6% | 0 | Held |
| 6 | Select Sector Spdr Tr | 62.5K | $7.47M | 4.0% | +22.9K | Added |
| 7 | Franklin Templeton ETF Tr | 181.9K | $6.27M | 3.4% | −23.9K | Reduced |
| 8 | Vanguard Index Fds | 16.7K | $5.61M | 3.0% | +698 | Added |
| 9 | Select Sector Spdr Tr | 68.3K | $5.30M | 2.9% | +1 | Added |
| 10 | Vanguard Tax-Managed Fds | 73.3K | $4.58M | 2.5% | +3.2K | Added |
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