New York, NYCIK 18941884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | 66.8K | $23.43M | 9.0% | +6.8K | Added |
| 2 | Aon PLC | 64.7K | $22.83M | 8.8% | +2.2K | Added |
| 3 | Microsoft Corp | 44.8K | $21.64M | 8.4% | −2.8K | Reduced |
| 4 | Brookfield Corp |
| 458.5K |
| $21.04M |
| 8.1% |
| +133.5K |
| Added |
| 5 | Amazon Com Inc | 89.0K | $20.54M | 7.9% | −16.0K | Reduced |
| 6 | Waste Connections Inc | 99.8K | $17.49M | 6.8% | +99.8K | New |
| 7 | Danaher Corporation | 75.3K | $17.23M | 6.7% | −34.8K | Reduced |
| 8 | Capital One Finl Corp | 69.0K | $16.72M | 6.5% | −36.0K | Reduced |
| 9 | Taiwan Semiconductor Mfg Ltd | 52.3K | $15.88M | 6.1% | −37.8K | Reduced |
| 10 | Amphenol Corp New | 113.0K | $15.27M | 5.9% | −42.0K | Reduced |
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