Mason City, IACIK 18005974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
127 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 90.3K | $18.03M | 8.9% | −2.1K | Reduced |
| 2 | Ishares Tr | 79.3K | $7.62M | 3.8% | −2.3K | Reduced |
| 3 | Ishares Tr | 73.5K | $7.13M | 3.5% | −974 | Reduced |
| 4 | Ishares Tr |
| 54.4K |
| $7.02M |
| 3.5% |
| −1.6K |
| Reduced |
| 5 | Ishares Tr | 51.0K | $6.71M | 3.3% | −289 | Reduced |
| 6 | Ishares Tr | 93.6K | $6.09M | 3.0% | −2.8K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 11.2K | $5.62M | 2.8% | −18 | Reduced |
| 8 | Apple Inc | 20.7K | $5.62M | 2.8% | −1.3K | Reduced |
| 9 | Ishares Tr | 49.9K | $5.15M | 2.5% | −952 | Reduced |
| 10 | Vanguard Index Fds | 14.7K | $4.94M | 2.4% | +498 | Added |
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