Urbandale, IACIK 18912404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
287 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 26.1K | $14.95M | 4.6% | −433 | Reduced |
| 2 | Spdr Series Trust | 124.3K | $13.26M | 4.0% | +2.8K | Added |
| 3 | Spdr Series Trust | 152.1K | $12.20M | 3.7% | +2.8K | Added |
| 4 | J P Morgan Exchange Traded F |
| 198.4K |
| $10.04M |
| 3.1% |
| +2.1K |
| Added |
| 5 | Spdr Series Trust | 152.0K | $8.64M | 2.6% | +4.5K | Added |
| 6 | Ishares Silver Tr | 110.3K | $7.10M | 2.2% | +6.0K | Added |
| 7 | Ishares Tr | 44.6K | $6.31M | 1.9% | +2.5K | Added |
| 8 | Ishares Tr | 124.1K | $6.17M | 1.9% | +10.5K | Added |
| 9 | Apple Inc | 19.6K | $5.33M | 1.6% | +26 | Added |
| 10 | Collaborative Investmnt Ser | 214.2K | $5.12M | 1.6% | +25.1K | Added |
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