North Palm Beach, FLCIK 18007524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
584 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Onemain Hldgs Inc | 1.93M | $130.42M | 8.2% | −28 | Reduced |
| 2 | Citigroup Inc | 844.6K | $98.56M | 6.2% | +836 | Added |
| 3 | Micron Technology Inc | 269.7K | $76.99M | 4.8% | +603 | Added |
| 4 | Vanguard Index Fds |
| 113.0K |
| $70.88M |
| 4.5% |
| +6.3K |
| Added |
| 5 | Ge Aerospace | 185.0K | $57.00M | 3.6% | +158 | Added |
| 6 | Apple Inc | 1.16M | $56.76M | 3.6% | +3.1K | Added |
| 7 | Nvidia Corporation | 951.7K | $50.45M | 3.2% | +10.1K | Added |
| 8 | Ishares Tr | 66.3K | $45.38M | 2.9% | +327 | Added |
| 9 | Morgan Stanley | 204.4K | $36.29M | 2.3% | +634 | Added |
| 10 | Wells Fargo Co New | 312.1K | $29.09M | 1.8% | +301 | Added |
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