Chicago, ILCIK 18923785 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | 865.6K | $197.10M | 20.6% | +120.0K | Added |
| 2 | Aercap Holdings NV | 1.13M | $162.93M | 17.0% | 0 | Held |
| 3 | Amazon Com Inc | 635.9K | $146.77M | 15.3% | +196.7K | Added |
| 4 | Ferguson Enterprises Inc |
| 467.8K |
| $104.14M |
| 10.9% |
| +175.0K |
| Added |
| 5 | Medline Inc | 2.44M | $102.54M | 10.7% | +2.44M | New |
| 6 | Alphabet Inc | 158.0K | $49.45M | 5.2% | 0 | Held |
| 7 | Vanguard Tax-Managed Fds | 662.1K | $41.36M | 4.3% | 0 | Held |
| 8 | Eqt Corp | 616.5K | $33.05M | 3.5% | 0 | Held |
| 9 | Vanguard Mun Bd Fds | 558.3K | $28.08M | 2.9% | +558.3K | New |
| 10 | Teck Resources Ltd | 563.2K | $26.97M | 2.8% | 0 | Held |
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