Syosset, NYCIK 18402614 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 85.6K | $58.36M | 28.9% | +3.1K | Added |
| 2 | Ishares Tr | 33.0K | $22.57M | 11.2% | −2.4K | Reduced |
| 3 | Vanguard Index Fds | 42.1K | $12.21M | 6.0% | +1.2K | Added |
| 4 | Ishares Tr |
| 101.5K |
| $12.20M |
| 6.0% |
| −1.0K |
| Reduced |
| 5 | Ishares Tr | 89.5K | $8.59M | 4.3% | +2.2K | Added |
| 6 | Vanguard Intl Equity Index F | 158.3K | $8.51M | 4.2% | +1.8K | Added |
| 7 | Ishares Tr | 239.7K | $5.29M | 2.6% | +11.8K | Added |
| 8 | Ishares Tr | 205.9K | $5.26M | 2.6% | +8.9K | Added |
| 9 | Ishares Tr | 213.8K | $5.19M | 2.6% | +9.6K | Added |
| 10 | Ishares Tr | 245.5K | $5.19M | 2.6% | +11.5K | Added |
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