Coral Gables, FLCIK 17673664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hills Bancorp Inc | 544.8K | $14.37M | 12.9% | +88.7K | Added |
| 2 | Banc Of California Inc | 725.0K | $13.99M | 12.6% | −268.1K | Reduced |
| 3 | Ares Capital Corp | 270.0K | $5.46M | 4.9% | +270.0K | New |
| 4 | Rithm Capital Corp |
| 426.0K |
| $4.64M |
| 4.2% |
| +151.0K |
| Added |
| 5 | Jpmorgan Chase & Co. | 12.5K | $4.03M | 3.6% | +7.5K | Added |
| 6 | Vaneck ETF Trust | 274.0K | $3.89M | 3.5% | +274.0K | New |
| 7 | Old Natl Bancorp Ind | 145.0K | $3.23M | 2.9% | +20.0K | Added |
| 8 | Blackstone Secd Lending Fd | 107.0K | $2.82M | 2.5% | +107.0K | New |
| 9 | Wesbanco Inc | 80.3K | $2.67M | 2.4% | +300 | Added |
| 10 | Us Bancorp Del | 50.0K | $2.67M | 2.4% | +5.0K | Added |
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