New York, NYCIK 18917134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
247 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 81.9K | $22.26M | 5.0% | −2.7K | Reduced |
| 2 | Nvidia Corporation | 114.0K | $21.26M | 4.8% | +1.1K | Added |
| 3 | Microsoft Corp | 36.3K | $17.55M | 3.9% | +1.2K | Added |
| 4 | Eli Lilly & Co |
| 10.4K |
| $11.22M |
| 2.5% |
| −97 |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 28.8K | $9.29M | 2.1% | −196 | Reduced |
| 6 | American Centy ETF Tr | 80.2K | $8.97M | 2.0% | +5.9K | Added |
| 7 | Mastercard Incorporated | 15.4K | $8.77M | 2.0% | −80 | Reduced |
| 8 | Dimensional ETF Trust | 115.9K | $8.59M | 1.9% | +14.0K | Added |
| 9 | Alphabet Inc | 26.0K | $8.12M | 1.8% | −511 | Reduced |
| 10 | Abbvie Inc | 35.1K | $8.02M | 1.8% | −757 | Reduced |
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