Houston, TXCIK 18394304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
176 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 953.5K | $56.00M | 6.1% | +73.9K | Added |
| 2 | Vanguard Index Fds | 73.5K | $46.09M | 5.0% | +715 | Added |
| 3 | Apple Inc | 123.6K | $33.60M | 3.7% | −19.1K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 82.1K |
| $26.46M |
| 2.9% |
| +1.5K |
| Added |
| 5 | Vanguard Whitehall Fds | 183.3K | $26.30M | 2.9% | +3.1K | Added |
| 6 | Broadcom Inc | 71.6K | $24.79M | 2.7% | +12.3K | Added |
| 7 | Morgan Stanley | 127.1K | $22.57M | 2.5% | −1.1K | Reduced |
| 8 | Microsoft Corp | 44.5K | $21.53M | 2.3% | +19.7K | Added |
| 9 | Cisco Sys Inc | 219.6K | $16.92M | 1.8% | +28.2K | Added |
| 10 | Vanguard Index Fds | 31.8K | $15.52M | 1.7% | +2.0K | Added |
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