Madison, NJCIK 17760824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
681 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 412.6K | $112.18M | 8.7% | −21.1K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 86.4K | $43.44M | 3.4% | −168 | Reduced |
| 3 | Microsoft Corp | 73.3K | $35.44M | 2.8% | −10.5K | Reduced |
| 4 | Merck & Co Inc |
| 261.4K |
| $27.51M |
| 2.1% |
| −7.1K |
| Reduced |
| 5 | Spdr Series Trust | 252.2K | $26.91M | 2.1% | +3.4K | Added |
| 6 | Invesco Qqq Tr | 38.1K | $23.39M | 1.8% | +358 | Added |
| 7 | Nvidia Corporation | 121.8K | $22.71M | 1.8% | −32.7K | Reduced |
| 8 | Amazon Com Inc | 94.7K | $21.85M | 1.7% | −6.4K | Reduced |
| 9 | International Business Machs | 58.6K | $17.37M | 1.3% | −2.2K | Reduced |
| 10 | Alphabet Inc | 54.1K | $16.93M | 1.3% | −105 | Reduced |
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