Princeton, NJCIK 18067554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
229 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.13M | $710.25M | 22.2% | 0 | Held |
| 2 | Eli Lilly & Co | 279.3K | $300.16M | 9.4% | 0 | Held |
| 3 | Vanguard Index Fds | 894.9K | $170.91M | 5.3% | 0 | Held |
| 4 | Nvidia Corporation |
| 895.2K |
| $166.96M |
| 5.2% |
| −1 |
| Reduced |
| 5 | Apple Inc | 576.1K | $156.63M | 4.9% | 0 | Held |
| 6 | Microsoft Corp | 251.4K | $121.58M | 3.8% | 0 | Held |
| 7 | Alphabet Inc | 308.6K | $96.59M | 3.0% | −1 | Reduced |
| 8 | Applied Matls Inc | 317.6K | $81.62M | 2.5% | 0 | Held |
| 9 | Vanguard Specialized Funds | 353.0K | $77.58M | 2.4% | 0 | Held |
| 10 | Vanguard Index Fds | 130.7K | $63.75M | 2.0% | 0 | Held |
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