Lake Success, NYCIK 17670704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
119 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 378.6K | $258.17M | 58.5% | −2.6K | Reduced |
| 2 | Invesco Qqq Tr | 43.3K | $26.62M | 6.0% | −307 | Reduced |
| 3 | Apple Inc | 62.9K | $17.11M | 3.9% | −138 | Reduced |
| 4 | Ishares Tr |
| 147.4K |
| $14.16M |
| 3.2% |
| +171 |
| Added |
| 5 | Ishares Tr | 19.4K | $13.29M | 3.0% | −75 | Reduced |
| 6 | Ishares Tr | 87.9K | $10.57M | 2.4% | −735 | Reduced |
| 7 | Spdr Series Trust | 43.3K | $6.03M | 1.4% | −503 | Reduced |
| 8 | Select Sector Spdr Tr | 34.9K | $5.02M | 1.1% | +17.6K | Added |
| 9 | Ishares Tr | 30.0K | $4.24M | 1.0% | −239 | Reduced |
| 10 | Ishares Tr | 34.2K | $4.15M | 0.9% | +19 | Added |
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