New York, NYCIK 18308174 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
260 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 143.1K | $38.91M | 8.3% | +4.4K | Added |
| 2 | Nvidia Corporation | 117.2K | $21.86M | 4.7% | +46.5K | Added |
| 3 | Microsoft Corp | 38.7K | $18.70M | 4.0% | +3.1K | Added |
| 4 | Amazon Com Inc |
| 62.3K |
| $14.38M |
| 3.1% |
| +4.2K |
| Added |
| 5 | Morgan Stanley ETF Trust | 249.4K | $12.83M | 2.7% | +53.3K | Added |
| 6 | Federated Hermes ETF Trust | 456.3K | $11.59M | 2.5% | +136.5K | Added |
| 7 | Schwab Strategic Tr | 350.7K | $9.62M | 2.0% | +27.9K | Added |
| 8 | Jpmorgan Chase & Co. | 29.1K | $9.38M | 2.0% | +349 | Added |
| 9 | Apollo Global Mgmt Inc | 62.4K | $9.04M | 1.9% | −7.5K | Reduced |
| 10 | Ishares Tr | 12.3K | $8.42M | 1.8% | +92 | Added |
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