Bloomfield Hills, MICIK 17993674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
42 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 81.2K | $25.41M | 9.9% | −4.2K | Reduced |
| 2 | Microsoft Corp | 44.5K | $21.53M | 8.4% | −1.7K | Reduced |
| 3 | Invesco Exch Trd Slf Idx Fd | 662.3K | $13.64M | 5.3% | −4.6K | Reduced |
| 4 | Invesco Exch Trd Slf Idx Fd |
| 713.7K |
| $13.44M |
| 5.2% |
| +13.4K |
| Added |
| 5 | Apple Inc | 47.8K | $12.99M | 5.1% | −3.2K | Reduced |
| 6 | Amazon Com Inc | 55.3K | $12.76M | 5.0% | +521 | Added |
| 7 | Schwab Strategic Tr | 390.3K | $12.73M | 5.0% | −71.0K | Reduced |
| 8 | Visa Inc | 30.6K | $10.75M | 4.2% | −1.1K | Reduced |
| 9 | Costco Whsl Corp New | 10.9K | $9.37M | 3.7% | −466 | Reduced |
| 10 | Analog Devices Inc | 33.1K | $8.97M | 3.5% | −871 | Reduced |
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