Falmouth, MECIK 18407404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 144.8K | $45.43M | 14.6% | +62 | Added |
| 2 | Apple Inc | 150.0K | $40.77M | 13.1% | +240 | Added |
| 3 | Meta Platforms Inc | 35.5K | $23.41M | 7.5% | +188 | Added |
| 4 | Booking Holdings Inc |
| 4.0K |
| $21.41M |
| 6.9% |
| +2 |
| Added |
| 5 | Visa Inc | 58.6K | $20.56M | 6.6% | +277 | Added |
| 6 | Berkshire Hathaway Inc Del | 24.6K | $12.37M | 4.0% | +39 | Added |
| 7 | Mastercard Incorporated | 19.9K | $11.38M | 3.7% | +34 | Added |
| 8 | Microsoft Corp | 19.0K | $9.20M | 3.0% | +44 | Added |
| 9 | Nvidia Corporation | 45.3K | $8.44M | 2.7% | +6.9K | Added |
| 10 | Amazon Com Inc | 36.5K | $8.42M | 2.7% | +47 | Added |
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