Bountiful, UTCIK 18755254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 173.7K | $47.23M | 6.1% | +3.9K | Added |
| 2 | Alphabet Inc | 141.4K | $44.37M | 5.7% | −10.1K | Reduced |
| 3 | Amazon Com Inc | 161.2K | $37.21M | 4.8% | +7.8K | Added |
| 4 | Nvidia Corporation |
| 191.4K |
| $35.70M |
| 4.6% |
| +7.2K |
| Added |
| 5 | Microsoft Corp | 66.5K | $32.18M | 4.1% | +3.8K | Added |
| 6 | Tesla Inc | 67.3K | $30.27M | 3.9% | −193 | Reduced |
| 7 | Ishares Tr | 567.0K | $26.85M | 3.5% | +27.7K | Added |
| 8 | Walmart Inc | 236.0K | $26.29M | 3.4% | +10.0K | Added |
| 9 | Costco Whsl Corp New | 25.6K | $22.08M | 2.8% | +2.3K | Added |
| 10 | Morgan Stanley ETF Trust | 422.8K | $21.77M | 2.8% | +21.9K | Added |
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