Houston, TXCIK 18085234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 50.5K | $7.51M | 14.5% | 0 | Held |
| 2 | Apple Inc | 22.7K | $6.17M | 11.9% | −1.8K | Reduced |
| 3 | Conocophillips | 53.0K | $4.96M | 9.6% | 0 | Held |
| 4 | Vanguard Intl Equity Index F |
| 57.7K |
| $4.24M |
| 8.2% |
| +5.4K |
| Added |
| 5 | Vanguard Specialized Funds | 16.3K | $3.59M | 6.9% | −1.0K | Reduced |
| 6 | Ishares Tr | 7.6K | $2.94M | 5.7% | −1.1K | Reduced |
| 7 | Sherwin Williams Co | 8.1K | $2.64M | 5.1% | −1.5K | Reduced |
| 8 | Williams Cos Inc | 35.0K | $2.10M | 4.1% | 0 | Held |
| 9 | Vanguard Star Fds | 24.9K | $1.88M | 3.6% | 0 | Held |
| 10 | Vanguard World Fd | 4.1K | $1.68M | 3.2% | +4.1K | New |
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