Chicago, ILCIK 18416591 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
721 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 3.39M | $211.51M | 38.3% | +3.39M | New Position |
| 2 | Ishares Inc | 1.31M | $34.27M | 6.2% | +1.31M | New Position |
| 3 | Vaneck ETF Trust | 197.3K | $16.93M | 3.1% | +197.3K | New Position |
| 4 |
| 686.3K |
| $16.22M |
| 2.9% |
| +686.3K |
| New Position |
| 5 | Novo-Nordisk A S | 269.5K | $13.71M | 2.5% | +269.5K | New Position |
| 6 | Mitsubishi Ufj Finl Group In | 853.9K | $13.54M | 2.4% | +853.9K | New Position |
| 7 | Shell PLC | 168.1K | $12.35M | 2.2% | +168.1K | New Position |
| 8 | Ke Hldgs Inc | 680.2K | $10.72M | 1.9% | +680.2K | New Position |
| 9 | Kraneshares Trust | 312.4K | $10.64M | 1.9% | +312.4K | New Position |
| 10 | Novartis AG | 69.9K | $9.64M | 1.7% | +69.9K | New Position |
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