Wellesley, MACIK 17677104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 401.0K | $129.21M | 30.7% | −139 | Reduced |
| 2 | Ishares Tr | 81.3K | $55.77M | 13.2% | +801 | Added |
| 3 | Ishares Tr | 188.1K | $23.19M | 5.5% | −3.9K | Reduced |
| 4 | Ishares Tr |
| 234.4K |
| $20.97M |
| 5.0% |
| +11.4K |
| Added |
| 5 | Ishares Tr | 249.7K | $16.49M | 3.9% | +15.3K | Added |
| 6 | Ishares Tr | 124.6K | $14.98M | 3.6% | +986 | Added |
| 7 | Ishares Tr | 61.6K | $13.08M | 3.1% | +1.2K | Added |
| 8 | Ishares Tr | 397.6K | $8.78M | 2.1% | +73.3K | Added |
| 9 | Ishares Tr | 407.8K | $8.62M | 2.0% | +64.9K | Added |
| 10 | Ishares Inc | 124.4K | $8.36M | 2.0% | +2.4K | Added |
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