Jacksonville, FLCIK 17677354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital One Finl Corp | 37.8K | $9.17M | 4.8% | −29 | Reduced |
| 2 | Danaher Corporation | 37.5K | $8.59M | 4.5% | −8.6K | Reduced |
| 3 | Home Depot Inc | 24.5K | $8.45M | 4.4% | +3.4K | Added |
| 4 | Paychex Inc |
| 74.8K |
| $8.39M |
| 4.4% |
| +13.9K |
| Added |
| 5 | Waste Mgmt Inc Del | 38.1K | $8.36M | 4.4% | −80 | Reduced |
| 6 | Jpmorgan Chase & Co. | 25.8K | $8.32M | 4.4% | −45 | Reduced |
| 7 | Adobe Inc | 23.7K | $8.28M | 4.3% | +2.5K | Added |
| 8 | Amazon Com Inc | 34.4K | $7.93M | 4.2% | −8.0K | Reduced |
| 9 | Apple Inc | 29.0K | $7.88M | 4.1% | −8.8K | Reduced |
| 10 | Travelers Companies Inc | 27.1K | $7.87M | 4.1% | −122 | Reduced |
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