Chicago, ILCIK 17711224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Moodys Corp | 120.0K | $61.30M | 30.5% | 0 | Held |
| 2 | Microsoft Corp | 83.0K | $40.14M | 20.0% | 0 | Held |
| 3 | Carmax Inc | 949.0K | $36.67M | 18.2% | −125.0K | Reduced |
| 4 | Rtx Corporation |
| 165.0K |
| $30.26M |
| 15.0% |
| 0 |
| Held |
| 5 | Check Point Software Tech Lt | 160.0K | $29.69M | 14.8% | 0 | Held |
| 6 | Block H & R Inc | 53.0K | $2.31M | 1.1% | 0 | Held |
| 7 | Constellation Brands Inc | 6.0K | $827.8K | 0.4% | +6.0K | New |