Santa Fe, NMCIK 17981504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
430 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 734.6K | $137.00M | 8.9% | +13.2K | Added |
| 2 | Alphabet Inc | 379.6K | $119.12M | 7.7% | −4.6K | Reduced |
| 3 | Broadcom Inc | 332.0K | $114.91M | 7.4% | −3.4K | Reduced |
| 4 | Apple Inc |
| 411.0K |
| $111.74M |
| 7.2% |
| −2.4K |
| Reduced |
| 5 | Microsoft Corp | 230.8K | $111.61M | 7.2% | +569 | Added |
| 6 | Amazon Com Inc | 366.4K | $84.57M | 5.5% | +1.7K | Added |
| 7 | J P Morgan Exchange Traded F | 1.33M | $67.98M | 4.4% | +34.7K | Added |
| 8 | Visa Inc | 173.1K | $60.72M | 3.9% | +3.8K | Added |
| 9 | Quanta Svcs Inc | 93.7K | $39.53M | 2.6% | −566 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 70.0K | $35.20M | 2.3% | −2.7K | Reduced |
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