Westerville, OHCIK 18411734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 30.0K | $9.40M | 5.7% | −6.9K | Reduced |
| 2 | Apple Inc | 32.6K | $8.85M | 5.3% | −84 | Reduced |
| 3 | Broadcom Inc | 24.5K | $8.49M | 5.1% | −3.7K | Reduced |
| 4 | Nvidia Corporation |
| 44.9K |
| $8.37M |
| 5.0% |
| −2.0K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 25.7K | $8.29M | 5.0% | −65 | Reduced |
| 6 | Microsoft Corp | 17.1K | $8.27M | 5.0% | +403 | Added |
| 7 | Amazon Com Inc | 34.5K | $7.97M | 4.8% | +1.7K | Added |
| 8 | Meta Platforms Inc | 11.0K | $7.24M | 4.4% | −79 | Reduced |
| 9 | Netflix Inc | 75.4K | $7.07M | 4.3% | +68.2K | Added |
| 10 | Caterpillar Inc | 11.1K | $6.37M | 3.8% | −2.2K | Reduced |
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