Lehi, UTCIK 17617554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
244 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 94.0K | $25.54M | 5.7% | −10.6K | Reduced |
| 2 | Advisors Ser Tr | 324.9K | $20.42M | 4.6% | −9.7K | Reduced |
| 3 | Nvidia Corporation | 96.8K | $18.05M | 4.0% | −2.2K | Reduced |
| 4 | Ishares Tr |
| 37.4K |
| $17.72M |
| 4.0% |
| +18.9K |
| Added |
| 5 | Amazon Com Inc | 66.1K | $15.26M | 3.4% | −7.4K | Reduced |
| 6 | Microsoft Corp | 30.4K | $14.69M | 3.3% | −13.8K | Reduced |
| 7 | Broadcom Inc | 41.8K | $14.46M | 3.2% | −842 | Reduced |
| 8 | Alphabet Inc | 35.8K | $11.19M | 2.5% | −2.6K | Reduced |
| 9 | Johnson & Johnson | 44.3K | $9.17M | 2.1% | −2.9K | Reduced |
| 10 | Meta Platforms Inc | 12.9K | $8.51M | 1.9% | −13.8K | Reduced |
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