Montvale, NJCIK 18246944 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
120 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 97.0K | $20.58M | 10.2% | +2.0K | Added |
| 2 | Janus Detroit Str Tr | 310.9K | $15.73M | 7.8% | +14.6K | Added |
| 3 | J P Morgan Exchange Traded F | 247.7K | $14.18M | 7.0% | −147 | Reduced |
| 4 | Ishares Tr |
| 112.0K |
| $13.80M |
| 6.8% |
| +8.0K |
| Added |
| 5 | Apple Inc | 49.7K | $13.50M | 6.7% | −381 | Reduced |
| 6 | Ishares Tr | 61.5K | $12.29M | 6.1% | −638 | Reduced |
| 7 | Ametek Inc | 34.0K | $6.97M | 3.4% | −105 | Reduced |
| 8 | Microsoft Corp | 11.4K | $5.50M | 2.7% | +800 | Added |
| 9 | Amazon Com Inc | 21.5K | $4.97M | 2.5% | −609 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 7.0K | $4.78M | 2.4% | −30 | Reduced |
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