West Henrietta, NYCIK 17990064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | 1.82M | $45.26M | 22.9% | −71.2K | Reduced |
| 2 | First Tr Exchange Traded Fd | 551.1K | $38.28M | 19.4% | −10.3K | Reduced |
| 3 | Harbor ETF Trust | 1.19M | $29.42M | 14.9% | +51.3K | Added |
| 4 | J P Morgan Exchange Traded F |
| 486.2K |
| $27.83M |
| 14.1% |
| +3.0K |
| Added |
| 5 | Ishares Tr | 881.5K | $19.71M | 10.0% | +25.6K | Added |
| 6 | Ishares Tr | 860.5K | $19.68M | 10.0% | +860.5K | New |
| 7 | Nbt Bancorp Inc | 34.8K | $1.44M | 0.7% | 0 | Held |
| 8 | First Tr Exchange-Traded Fd | 25.5K | $976.8K | 0.5% | +1.3K | Added |
| 9 | Ishares Tr | 6.0K | $580.7K | 0.3% | −56 | Reduced |
| 10 | Janus Detroit Str Tr | 7.0K | $572.1K | 0.3% | +597 | Added |
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