Naples, FLCIK 18970714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 33.6K | $13.31M | 10.1% | −154 | Reduced |
| 2 | Alphabet Inc | 24.8K | $7.76M | 5.9% | +99 | Added |
| 3 | First Horizon Corporation | 295.4K | $7.06M | 5.4% | +295.4K | New |
| 4 | Jpmorgan Chase & Co. |
| 21.8K |
| $7.04M |
| 5.4% |
| +1.5K |
| Added |
| 5 | Apple Inc | 24.4K | $6.64M | 5.1% | +2.4K | Added |
| 6 | Nvidia Corporation | 35.2K | $6.57M | 5.0% | +1.9K | Added |
| 7 | Microsoft Corp | 12.6K | $6.10M | 4.6% | +2.0K | Added |
| 8 | Nextracker Inc | 70.0K | $6.10M | 4.6% | +16.7K | Added |
| 9 | Vertex Pharmaceuticals Inc | 12.4K | $5.63M | 4.3% | +8.7K | Added |
| 10 | Ge Aerospace | 17.9K | $5.50M | 4.2% | +68 | Added |
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