Rochester, NYCIK 17805654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 365.6K | $68.19M | 17.7% | −19.9K | Reduced |
| 2 | Corning Inc | 312.2K | $27.33M | 7.1% | −2.9K | Reduced |
| 3 | Warrior Met Coal Inc | 291.6K | $25.71M | 6.7% | +408 | Added |
| 4 | Qualcomm Inc |
| 141.8K |
| $24.26M |
| 6.3% |
| −1.6K |
| Reduced |
| 5 | Aercap Holdings NV | 140.5K | $20.20M | 5.2% | +1.3K | Added |
| 6 | Loews Corp | 167.5K | $17.64M | 4.6% | +477 | Added |
| 7 | Amgen Inc | 50.6K | $16.56M | 4.3% | +134 | Added |
| 8 | Sphere Entertainment Co | 167.6K | $15.94M | 4.1% | −39.1K | Reduced |
| 9 | Bgc Group Inc | 1.68M | $14.97M | 3.9% | −70.3K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 28.4K | $14.28M | 3.7% | +330 | Added |
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