Palm Beach, FLCIK 18405014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 73.8K | $23.15M | 6.9% | −1.2K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 44.3K | $22.30M | 6.7% | +1.3K | Added |
| 3 | Apple Inc | 64.3K | $17.55M | 5.2% | −2.0K | Reduced |
| 4 | Microsoft Corp |
| 31.8K |
| $15.44M |
| 4.6% |
| +577 |
| Added |
| 5 | Alphabet Inc | 31.1K | $9.80M | 2.9% | −1.2K | Reduced |
| 6 | Nvidia Corporation | 47.9K | $8.94M | 2.7% | −3.3K | Reduced |
| 7 | Asml Holding N V | 7.7K | $8.25M | 2.5% | +63 | Added |
| 8 | Visa Inc | 23.2K | $8.18M | 2.4% | −74 | Reduced |
| 9 | Corning Inc | 89.4K | $7.93M | 2.4% | +838 | Added |
| 10 | Markel Group Inc | 3.5K | $7.63M | 2.3% | +9 | Added |
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