Zionsville, INCIK 18348024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 60.7K | $41.39M | 9.6% | −100 | Reduced |
| 2 | Ishares Tr | 424.2K | $28.00M | 6.5% | −494 | Reduced |
| 3 | Spdr Series Trust | 320.8K | $25.74M | 6.0% | −5.5K | Reduced |
| 4 | Eli Lilly & Co |
| 22.0K |
| $23.60M |
| 5.5% |
| −172 |
| Reduced |
| 5 | Invesco Exchange Traded Fd T | 111.9K | $21.43M | 5.0% | +43.5K | Added |
| 6 | Apple Inc | 53.5K | $14.55M | 3.4% | −416 | Reduced |
| 7 | Ishares Tr | 150.5K | $14.45M | 3.4% | +432 | Added |
| 8 | Amazon Com Inc | 58.6K | $13.52M | 3.2% | −295 | Reduced |
| 9 | Jpmorgan Chase & Co. | 35.5K | $11.45M | 2.7% | −219 | Reduced |
| 10 | World Gold Tr | 132.6K | $11.32M | 2.6% | −3.2K | Reduced |
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