Phoenixville, PACIK 18391224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 237.8K | $22.14M | 6.4% | +85.7K | Added |
| 2 | Morgan Stanley ETF Trust | 266.4K | $13.72M | 4.0% | +25.0K | Added |
| 3 | Broadcom Inc | 36.0K | $12.46M | 3.6% | +835 | Added |
| 4 | Capital Group Dividend Value |
| 280.7K |
| $12.25M |
| 3.5% |
| +19.4K |
| Added |
| 5 | Nvidia Corporation | 63.4K | $11.82M | 3.4% | +456 | Added |
| 6 | Amazon Com Inc | 42.1K | $9.71M | 2.8% | +699 | Added |
| 7 | Microsoft Corp | 19.8K | $9.59M | 2.8% | +320 | Added |
| 8 | J P Morgan Exchange Traded F | 145.6K | $8.33M | 2.4% | +9.9K | Added |
| 9 | Intuitive Surgical Inc | 14.5K | $8.21M | 2.4% | +251 | Added |
| 10 | Ge Aerospace | 24.8K | $7.65M | 2.2% | +381 | Added |
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