Birmingham, X0CIK 17733684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 542.8K | $169.9K | 9.8% | +500 | Added |
| 2 | Microsoft Corp | 264.3K | $127.8K | 7.4% | +400 | Added |
| 3 | Ferguson Enterprises Inc | 495.8K | $110.8K | 6.4% | −4.9K | Reduced |
| 4 | Apple Inc |
| 344.1K |
| $93.5K |
| 5.4% |
| +400 |
| Added |
| 5 | Nvidia Corporation | 459.0K | $85.6K | 4.9% | +3.8K | Added |
| 6 | Meta Platforms Inc | 100.6K | $66.4K | 3.8% | +200 | Added |
| 7 | Caterpillar Inc | 100.4K | $57.5K | 3.3% | 0 | Held |
| 8 | Amazon Com Inc | 235.7K | $54.4K | 3.1% | +1.4K | Added |
| 9 | Jpmorgan Chase & Co. | 145.6K | $46.9K | 2.7% | +300 | Added |
| 10 | Grainger W W Inc | 36.7K | $37.1K | 2.1% | 0 | Held |
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