Houston, TXCIK 17676994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
101 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 149.1K | $7.56M | 6.3% | −7.0K | Reduced |
| 2 | Ishares Tr | 66.3K | $7.30M | 6.1% | −14.8K | Reduced |
| 3 | Ishares Tr | 75.9K | $6.29M | 5.2% | −8.9K | Reduced |
| 4 | Ishares Tr |
| 37.8K |
| $3.80M |
| 3.2% |
| −4.9K |
| Reduced |
| 5 | Ishares Inc | 56.2K | $3.78M | 3.1% | +22.9K | Added |
| 6 | Ishares Tr | 79.7K | $3.71M | 3.1% | +7.5K | Added |
| 7 | Ishares Tr | 29.7K | $3.66M | 3.1% | +3.1K | Added |
| 8 | Spdr S&P 500 ETF Tr | 4.8K | $3.29M | 2.7% | −900 | Reduced |
| 9 | Select Sector Spdr Tr | 21.7K | $3.12M | 2.6% | +10.8K | Added |
| 10 | Apple Inc | 11.2K | $3.06M | 2.5% | −17 | Reduced |
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