Houston, TXCIK 17740874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 55.9K | $38.12M | 28.9% | −25.1K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 39.4K | $24.19M | 18.4% | +427 | Added |
| 3 | Apple Inc | 36.0K | $9.78M | 7.4% | −3.0K | Reduced |
| 4 | Alphabet Inc |
| 25.9K |
| $8.12M |
| 6.2% |
| −8.2K |
| Reduced |
| 5 | Microsoft Corp | 14.0K | $6.78M | 5.1% | −1.4K | Reduced |
| 6 | Amazon Com Inc | 27.6K | $6.37M | 4.8% | −1.7K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 11.7K | $5.89M | 4.5% | +5 | Added |
| 8 | Innovator Etfs Trust | 123.8K | $5.36M | 4.1% | −308 | Reduced |
| 9 | Innovator Etfs Trust | 124.5K | $4.93M | 3.7% | −318 | Reduced |
| 10 | Exxon Mobil Corp | 35.4K | $4.26M | 3.2% | −1.1K | Reduced |
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