Saratoga Springs, NYCIK 18420154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
35 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 632.9K | $18.57M | 11.6% | +15.5K | Added |
| 2 | Aim ETF Products Trust | 649.3K | $18.27M | 11.4% | −10.8K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 68.3K | $13.08M | 8.2% | −250 | Reduced |
| 4 | Ishares Tr |
| 148.4K |
| $12.24M |
| 7.6% |
| +363 |
| Added |
| 5 | Spdr Series Trust | 105.8K | $11.29M | 7.0% | −946 | Reduced |
| 6 | Ishares Tr | 161.9K | $11.24M | 7.0% | −1.5K | Reduced |
| 7 | First Tr Exchange-Traded Fd | 184.6K | $11.06M | 6.9% | +1.9K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 383.3K | $9.97M | 6.2% | +2.7K | Added |
| 9 | Spdr Series Trust | 330.1K | $8.36M | 5.2% | +7.7K | Added |
| 10 | Vanguard Wellington Fd | 62.5K | $8.30M | 5.2% | −199 | Reduced |
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