New York, NYCIK 17652164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
414 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 1.77M | $100.34M | 7.7% | +30.9K | Added |
| 2 | Vanguard Index Fds | 138.2K | $67.41M | 5.2% | +3.5K | Added |
| 3 | Ishares Tr | 814.8K | $53.78M | 4.1% | +2.9K | Added |
| 4 | Apple Inc |
| 147.0K |
| $39.96M |
| 3.1% |
| +8.6K |
| Added |
| 5 | Ishares Inc | 562.7K | $37.83M | 2.9% | +22.1K | Added |
| 6 | Ishares Tr | 307.2K | $36.92M | 2.8% | −409 | Reduced |
| 7 | First Tr Exch Traded Fd III | 1.78M | $32.46M | 2.5% | +24.4K | Added |
| 8 | Tortoise North | 860.9K | $30.39M | 2.3% | −10.4K | Reduced |
| 9 | J P Morgan Exchange Traded F | 467.3K | $27.16M | 2.1% | +7.9K | Added |
| 10 | Ishares Tr | 200.7K | $25.87M | 2.0% | +848 | Added |
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