Berwyn, PACIK 17655904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
251 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 64.7K | $31.56M | 5.5% | +1.0K | Added |
| 2 | Invesco Qqq Tr | 45.6K | $28.00M | 4.9% | +903 | Added |
| 3 | Ishares Tr | 190.6K | $26.90M | 4.7% | +348 | Added |
| 4 | Apple Inc |
| 96.0K |
| $26.09M |
| 4.5% |
| +1.2K |
| Added |
| 5 | Cohen & Steers REIT & Pfd & | 1.23M | $24.36M | 4.2% | +13.7K | Added |
| 6 | Spdr S&P 500 ETF Tr | 31.4K | $21.41M | 3.7% | +767 | Added |
| 7 | Vanguard Index Fds | 86.5K | $16.51M | 2.9% | +3.6K | Added |
| 8 | Ishares Tr | 141.9K | $16.14M | 2.8% | −998 | Reduced |
| 9 | Alphabet Inc | 42.0K | $13.19M | 2.3% | −85 | Reduced |
| 10 | Ishares Tr | 86.7K | $11.40M | 2.0% | −1.6K | Reduced |
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