Lee'S Summit, MOCIK 18121554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 595.5K | $30.13M | 9.9% | +23.9K | Added |
| 2 | Ishares Tr | 164.5K | $13.62M | 4.5% | +4.7K | Added |
| 3 | Ishares Tr | 187.1K | $12.35M | 4.1% | +32.3K | Added |
| 4 | Capital Group International |
| 345.3K |
| $12.02M |
| 4.0% |
| +53.3K |
| Added |
| 5 | Alphabet Inc | 36.7K | $11.48M | 3.8% | +1.1K | Added |
| 6 | Ishares Tr | 53.2K | $10.57M | 3.5% | −6.5K | Reduced |
| 7 | Microsoft Corp | 21.6K | $10.44M | 3.4% | +1.1K | Added |
| 8 | Invesco Qqq Tr | 15.7K | $9.66M | 3.2% | −144 | Reduced |
| 9 | Broadcom Inc | 27.7K | $9.59M | 3.2% | −1.3K | Reduced |
| 10 | Jpmorgan Chase & Co. | 25.2K | $8.12M | 2.7% | +199 | Added |
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