Scottsdale, AZCIK 17948204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
145 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 16.4K | $7.95M | 2.9% | +279 | Added |
| 2 | Apple Inc | 27.7K | $7.52M | 2.7% | +172 | Added |
| 3 | Broadcom Inc | 18.3K | $6.35M | 2.3% | +61 | Added |
| 4 | Eli Lilly & Co |
| 5.7K |
| $6.07M |
| 2.2% |
| +41 |
| Added |
| 5 | Mastercard Incorporated | 10.4K | $5.93M | 2.2% | 0 | Held |
| 6 | Visa Inc | 16.7K | $5.86M | 2.1% | +27 | Added |
| 7 | Vanguard Index Fds | 9.1K | $5.73M | 2.1% | −205 | Reduced |
| 8 | Nvidia Corporation | 30.5K | $5.69M | 2.1% | +5.3K | Added |
| 9 | Abbvie Inc | 24.5K | $5.59M | 2.0% | −443 | Reduced |
| 10 | Alphabet Inc | 17.3K | $5.42M | 2.0% | +34 | Added |
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