Minnetonka, MNCIK 18024734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
332 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 111.4K | $34.95M | 3.3% | −40.3K | Reduced |
| 2 | Apple Inc | 116.4K | $31.63M | 3.0% | +6.7K | Added |
| 3 | Ishares Tr | 349.4K | $24.95M | 2.4% | +84.2K | Added |
| 4 | Microsoft Corp |
| 39.6K |
| $19.14M |
| 1.8% |
| +9.7K |
| Added |
| 5 | Nvidia Corporation | 94.1K | $17.55M | 1.7% | +36.2K | Added |
| 6 | Republic Svcs Inc | 79.0K | $16.75M | 1.6% | −1.4K | Reduced |
| 7 | Meta Platforms Inc | 25.3K | $16.67M | 1.6% | +8.7K | Added |
| 8 | Unitedhealth Group Inc | 48.0K | $15.83M | 1.5% | +162 | Added |
| 9 | Intercontinental Exchange In | 97.0K | $15.71M | 1.5% | −13.9K | Reduced |
| 10 | Stryker Corporation | 44.1K | $15.48M | 1.5% | −7.4K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio