Mckinney, TXCIK 18948304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 526.0K | $20.82M | 16.6% | +28.8K | Added |
| 2 | Fiserv Inc | 278.7K | $18.72M | 14.9% | −67 | Reduced |
| 3 | Apple Inc | 36.5K | $9.92M | 7.9% | −11.0K | Reduced |
| 4 | Danaher Corporation |
| 39.8K |
| $9.10M |
| 7.3% |
| +29 |
| Added |
| 5 | Dimensional ETF Trust | 79.7K | $4.76M | 3.8% | +18.8K | Added |
| 6 | Dimensional ETF Trust | 114.9K | $4.37M | 3.5% | +13.0K | Added |
| 7 | Dimensional ETF Trust | 116.3K | $4.01M | 3.2% | +13.0K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 89.9K | $3.53M | 2.8% | +89.9K | New |
| 9 | Dimensional ETF Trust | 98.1K | $3.23M | 2.6% | +18.2K | Added |
| 10 | Dimensional ETF Trust | 63.8K | $3.19M | 2.5% | −12.7K | Reduced |
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