Scottsdale, AZCIK 17968744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
483 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 638.4K | $173.57M | 10.9% | −3.2K | Reduced |
| 2 | Nvidia Corporation | 612.4K | $114.20M | 7.2% | +5.6K | Added |
| 3 | Amazon Com Inc | 435.5K | $100.53M | 6.3% | +1.7K | Added |
| 4 | Microsoft Corp |
| 168.2K |
| $81.35M |
| 5.1% |
| +564 |
| Added |
| 5 | Advanced Micro Devices Inc | 280.6K | $60.09M | 3.8% | −1.2K | Reduced |
| 6 | Alphabet Inc | 118.7K | $37.14M | 2.3% | +4.3K | Added |
| 7 | Spdr Series Trust | 315.8K | $33.70M | 2.1% | +1.4K | Added |
| 8 | Ishares Tr | 48.7K | $33.35M | 2.1% | +95 | Added |
| 9 | Guggenheim Strategic Opportu | 2.33M | $29.97M | 1.9% | +55.1K | Added |
| 10 | Spdr Series Trust | 322.3K | $25.86M | 1.6% | +285.8K | Added |
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