Birmingham, ALCIK 17809855 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
454 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unified Ser Tr | 4.89M | $112.68M | 10.4% | +1.97M | Added |
| 2 | Unified Ser Tr | 2.34M | $96.94M | 8.9% | +946.3K | Added |
| 3 | Unified Ser Tr | 2.55M | $90.23M | 8.3% | +1.29M | Added |
| 4 | Unified Ser Tr |
| 1.47M |
| $43.30M |
| 4.0% |
| +774.5K |
| Added |
| 5 | Unified Ser Tr | 861.3K | $31.55M | 2.9% | +286.6K | Added |
| 6 | Strategy Shs | 1.07M | $28.43M | 2.6% | +391.0K | Added |
| 7 | Northern Lts Fd Tr IV | 102.5K | $25.45M | 2.3% | −17.1K | Reduced |
| 8 | Nvidia Corporation | 112.2K | $20.93M | 1.9% | +3.9K | Added |
| 9 | Vanguard Scottsdale Fds | 332.7K | $19.94M | 1.8% | +145.8K | Added |
| 10 | Apple Inc | 66.2K | $18.00M | 1.7% | −350 | Reduced |
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