Excelsior, MNCIK 17992844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
354 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 297.2K | $24.12M | 6.4% | −6.0K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 57.5K | $14.53M | 3.8% | −9.6K | Reduced |
| 3 | Vanguard Index Fds | 35.6K | $11.93M | 3.1% | −187 | Reduced |
| 4 | Alphabet Inc |
| 36.5K |
| $11.44M |
| 3.0% |
| −3.7K |
| Reduced |
| 5 | Nvidia Corporation | 59.6K | $11.12M | 2.9% | +1.1K | Added |
| 6 | Ishares Tr | 155.5K | $10.80M | 2.8% | −20.3K | Reduced |
| 7 | Apple Inc | 37.8K | $10.27M | 2.7% | −8.2K | Reduced |
| 8 | Jpmorgan Chase & Co. | 27.0K | $8.69M | 2.3% | −312 | Reduced |
| 9 | Amazon Com Inc | 36.5K | $8.43M | 2.2% | −339 | Reduced |
| 10 | Ishares Tr | 79.6K | $7.49M | 2.0% | −25.6K | Reduced |
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