Oklahoma City, OKCIK 18944844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
228 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 518.2K | $57.74M | 7.9% | −76 | Reduced |
| 2 | Ishares Gold Tr | 601.2K | $48.80M | 6.7% | +14.2K | Added |
| 3 | Capital Group Dividend Value | 634.2K | $27.68M | 3.8% | +161.6K | Added |
| 4 | Capital Group Dividend Growe |
| 764.1K |
| $27.23M |
| 3.7% |
| +194.1K |
| Added |
| 5 | Federated Hermes ETF Trust | 764.5K | $21.87M | 3.0% | +164.5K | Added |
| 6 | Exxon Mobil Corp | 177.3K | $21.34M | 2.9% | +588 | Added |
| 7 | Simplify Exchange Traded Fun | 872.3K | $19.11M | 2.6% | −244.6K | Reduced |
| 8 | Simplify Exchange Traded Fun | 480.2K | $17.58M | 2.4% | +480.2K | New |
| 9 | Eli Lilly & Co | 15.2K | $16.35M | 2.2% | −21 | Reduced |
| 10 | Spdr Gold Tr | 41.0K | $16.24M | 2.2% | −439 | Reduced |
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