Houston, TXCIK 18031564 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zacks Trust | 794.5K | $27.62M | 19.0% | −4.7K | Reduced |
| 2 | Nvidia Corporation | 83.3K | $15.54M | 10.7% | −162 | Reduced |
| 3 | Broadcom Inc | 19.4K | $6.73M | 4.6% | +1.8K | Added |
| 4 | Amazon Com Inc |
| 29.0K |
| $6.70M |
| 4.6% |
| −23 |
| Reduced |
| 5 | Meta Platforms Inc | 8.9K | $5.89M | 4.0% | +13 | Added |
| 6 | Microsoft Corp | 11.8K | $5.69M | 3.9% | −73 | Reduced |
| 7 | Alphabet Inc | 13.4K | $4.19M | 2.9% | −16 | Reduced |
| 8 | Palantir Technologies Inc | 22.7K | $4.04M | 2.8% | −122 | Reduced |
| 9 | Apple Inc | 14.1K | $3.83M | 2.6% | +891 | Added |
| 10 | Select Sector Spdr Tr | 20.3K | $2.92M | 2.0% | +12.7K | Added |
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