Great Neck, NYCIK 18463104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
218 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 47.8K | $32.60M | 8.0% | +298 | Added |
| 2 | Alphabet Inc | 72.4K | $22.66M | 5.6% | +27.0K | Added |
| 3 | Amazon Com Inc | 81.7K | $18.85M | 4.7% | +28.3K | Added |
| 4 | Apple Inc |
| 65.4K |
| $17.77M |
| 4.4% |
| +328 |
| Added |
| 5 | Spdr Gold Tr | 43.6K | $17.27M | 4.3% | −22 | Reduced |
| 6 | J P Morgan Exchange Traded F | 310.3K | $15.70M | 3.9% | +310.3K | New |
| 7 | Invesco Db Commdy Indx Trck | 485.6K | $10.86M | 2.7% | +18.3K | Added |
| 8 | Microsoft Corp | 22.3K | $10.80M | 2.7% | +88 | Added |
| 9 | Nvidia Corporation | 56.8K | $10.59M | 2.6% | +855 | Added |
| 10 | Waste Mgmt Inc Del | 37.2K | $8.18M | 2.0% | −219 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio