Beaverton, ORCIK 18215494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 170.4K | $31.77M | 8.1% | −14.8K | Reduced |
| 2 | Amazon Com Inc | 111.7K | $25.78M | 6.6% | −7.3K | Reduced |
| 3 | Alphabet Inc | 67.8K | $21.22M | 5.4% | −1.2K | Reduced |
| 4 | Apple Inc |
| 77.2K |
| $21.00M |
| 5.4% |
| −4.6K |
| Reduced |
| 5 | Microsoft Corp | 36.4K | $17.61M | 4.5% | −828 | Reduced |
| 6 | Tesla Inc | 35.3K | $15.87M | 4.1% | −1.7K | Reduced |
| 7 | Arista Networks Inc | 89.1K | $11.68M | 3.0% | −1.8K | Reduced |
| 8 | Meta Platforms Inc | 14.9K | $9.83M | 2.5% | −651 | Reduced |
| 9 | Palantir Technologies Inc | 52.1K | $9.26M | 2.4% | +1.2K | Added |
| 10 | Jpmorgan Chase & Co. | 27.8K | $8.96M | 2.3% | +618 | Added |
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