Wellesley Hills, MACIK 18485304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 337.5K | $91.75M | 51.7% | −70.5K | Reduced |
| 2 | Amazon Com Inc | 111.4K | $25.72M | 14.5% | −116.1K | Reduced |
| 3 | Microsoft Corp | 52.2K | $25.24M | 14.2% | −22.2K | Reduced |
| 4 | Alphabet Inc |
| 38.9K |
| $12.18M |
| 6.9% |
| −24.9K |
| Reduced |
| 5 | Costco Whsl Corp New | 8.6K | $7.40M | 4.2% | −3.0K | Reduced |
| 6 | Vanguard World Fd | 12.6K | $5.20M | 2.9% | +9.1K | Added |
| 7 | Alphabet Inc | 15.5K | $4.86M | 2.7% | −1.2K | Reduced |
| 8 | Nvidia Corporation | 12.7K | $2.36M | 1.3% | +122 | Added |
| 9 | Invesco Qqq Tr | 1.3K | $804.1K | 0.5% | −88 | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 712 | $485.5K | 0.3% | −1 | Reduced |
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