New York, NYCIK 18394984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 34.3K | $16.54M | 6.9% | −127 | Reduced |
| 2 | Apple Inc | 49.3K | $13.30M | 5.5% | −13.4K | Reduced |
| 3 | Goldman Sachs Group Inc | 14.7K | $12.91M | 5.4% | −650 | Reduced |
| 4 | Morgan Stanley |
| 67.9K |
| $12.06M |
| 5.0% |
| −2.1K |
| Reduced |
| 5 | Meta Platforms Inc | 17.2K | $11.33M | 4.7% | −45 | Reduced |
| 6 | Wells Fargo Co New | 117.2K | $10.92M | 4.5% | −345 | Reduced |
| 7 | Bank America Corp | 197.1K | $10.84M | 4.5% | −580 | Reduced |
| 8 | Disney Walt Co | 94.2K | $10.71M | 4.4% | 0 | Held |
| 9 | Comcast Corp New | 350.2K | $10.47M | 4.3% | +176.8K | Added |
| 10 | Jpmorgan Chase & Co. | 30.2K | $9.75M | 4.0% | 0 | Held |
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