Albany, NYCIK 17564854 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 46.2K | $31.52M | 13.2% | 0 | Held |
| 2 | Ishares Gold Tr | 386.9K | $31.40M | 13.1% | −5.2K | Reduced |
| 3 | Ptc Inc | 119.0K | $20.73M | 8.7% | −2.9K | Reduced |
| 4 | Ishares Tr |
| 86.9K |
| $18.28M |
| 7.6% |
| 0 |
| Held |
| 5 | Vanguard Index Fds | 24.1K | $15.10M | 6.3% | +416 | Added |
| 6 | Spdr Gold Tr | 29.8K | $11.81M | 4.9% | 0 | Held |
| 7 | Toast Inc | 250.0K | $8.88M | 3.7% | −20.0K | Reduced |
| 8 | Ishares Tr | 33.0K | $8.13M | 3.4% | 0 | Held |
| 9 | Listed Fds Tr | 161.3K | $7.17M | 3.0% | +849 | Added |
| 10 | Vanguard Tax-Managed Fds | 106.2K | $6.63M | 2.8% | +810 | Added |
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