Bellaire, TXCIK 18606984 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 434.4K | $44.99M | 17.4% | −33.6K | Reduced |
| 2 | J P Morgan Exchange Traded F | 241.4K | $12.21M | 4.7% | −22.1K | Reduced |
| 3 | Alphabet Inc | 38.2K | $11.96M | 4.6% | −10.2K | Reduced |
| 4 | Meta Platforms Inc |
| 16.5K |
| $10.89M |
| 4.2% |
| −5.8K |
| Reduced |
| 5 | American Express Co | 23.5K | $8.69M | 3.4% | −4.7K | Reduced |
| 6 | Apple Inc | 28.4K | $7.71M | 3.0% | −2.3K | Reduced |
| 7 | Gartner Inc | 25.4K | $6.42M | 2.5% | −3.6K | Reduced |
| 8 | Unitedhealth Group Inc | 18.0K | $5.95M | 2.3% | −1.0K | Reduced |
| 9 | Yelp Inc | 192.4K | $5.85M | 2.3% | −40.1K | Reduced |
| 10 | Corpay Inc | 18.1K | $5.44M | 2.1% | −647 | Reduced |
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