Williamsville, NYCIK 18183914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
173 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 81.8K | $22.23M | 4.1% | −1.1K | Reduced |
| 2 | Nvidia Corporation | 101.7K | $18.97M | 3.5% | −2.1K | Reduced |
| 3 | Listed Fds Tr | 523.3K | $18.63M | 3.4% | +69.6K | Added |
| 4 | Ishares Tr |
| 149.9K |
| $18.47M |
| 3.4% |
| −25.7K |
| Reduced |
| 5 | Broadcom Inc | 46.7K | $16.16M | 3.0% | −2.4K | Reduced |
| 6 | Ishares Tr | 75.2K | $15.94M | 2.9% | −2.8K | Reduced |
| 7 | Palantir Technologies Inc | 79.2K | $14.08M | 2.6% | −8.8K | Reduced |
| 8 | Ishares Tr | 111.7K | $12.30M | 2.3% | +18.1K | Added |
| 9 | Ishares Tr | 111.6K | $11.14M | 2.0% | −5.6K | Reduced |
| 10 | Microsoft Corp | 22.8K | $11.02M | 2.0% | −241 | Reduced |
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