Bloomfield Hills, MICIK 18033974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 49.3K | $24.76M | 8.7% | +82 | Added |
| 2 | Ishares Tr | 55.2K | $15.28M | 5.4% | +4.1K | Added |
| 3 | Apple Inc | 50.4K | $13.71M | 4.8% | −4.4K | Reduced |
| 4 | Fidelity Covington Trust |
| 179.5K |
| $10.18M |
| 3.6% |
| +14.2K |
| Added |
| 5 | Ishares Tr | 44.9K | $8.91M | 3.1% | +3.4K | Added |
| 6 | Microsoft Corp | 18.4K | $8.91M | 3.1% | −252 | Reduced |
| 7 | Amazon Com Inc | 35.9K | $8.28M | 2.9% | −303 | Reduced |
| 8 | Alphabet Inc | 23.1K | $7.25M | 2.6% | −106 | Reduced |
| 9 | Dimensional ETF Trust | 141.2K | $7.05M | 2.5% | +11.9K | Added |
| 10 | Blackrock ETF Trust | 114.2K | $6.95M | 2.5% | +6.5K | Added |
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