Niskayuna, NYCIK 18778224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New | 214.8K | $29.03M | 6.9% | −13.0K | Reduced |
| 2 | Amazon Com Inc | 96.0K | $22.15M | 5.2% | −352 | Reduced |
| 3 | Apple Inc | 81.2K | $22.08M | 5.2% | −479 | Reduced |
| 4 | Tjx Cos Inc New |
| 138.9K |
| $21.34M |
| 5.0% |
| −859 |
| Reduced |
| 5 | Cintas Corp | 98.9K | $18.60M | 4.4% | −100 | Reduced |
| 6 | Schwab Charles Corp | 174.1K | $17.40M | 4.1% | −608 | Reduced |
| 7 | Rollins Inc | 273.9K | $16.44M | 3.9% | −113 | Reduced |
| 8 | Visa Inc | 46.0K | $16.15M | 3.8% | +121 | Added |
| 9 | Costco Whsl Corp New | 18.7K | $16.13M | 3.8% | −26 | Reduced |
| 10 | Intuit | 23.4K | $15.49M | 3.7% | +38 | Added |
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