Minnetonka, MNCIK 18534014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
123 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 519.0K | $32.42M | 5.2% | +21.2K | Added |
| 2 | Vanguard Index Fds | 82.6K | $26.02M | 4.2% | −1.4K | Reduced |
| 3 | General Mls Inc | 540.1K | $25.11M | 4.1% | −501 | Reduced |
| 4 | Abbvie Inc |
| 76.2K |
| $17.41M |
| 2.8% |
| −6.0K |
| Reduced |
| 5 | Johnson & Johnson | 66.5K | $13.76M | 2.2% | −3.7K | Reduced |
| 6 | Verizon Communications Inc | 336.0K | $13.69M | 2.2% | +35 | Added |
| 7 | Cisco Sys Inc | 167.6K | $12.91M | 2.1% | −20.9K | Reduced |
| 8 | International Business Machs | 39.0K | $11.55M | 1.9% | −5.8K | Reduced |
| 9 | Enbridge Inc | 237.8K | $11.37M | 1.8% | −6.4K | Reduced |
| 10 | Jpmorgan Chase & Co. | 34.7K | $11.17M | 1.8% | −4.8K | Reduced |
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