Wellesley, MACIK 19000994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
585 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 287.7K | $78.23M | 6.0% | −6.4K | Reduced |
| 2 | Quanta Svcs Inc | 169.9K | $71.70M | 5.5% | −4.4K | Reduced |
| 3 | Alphabet Inc | 213.5K | $67.01M | 5.1% | −4.7K | Reduced |
| 4 | Alphabet Inc |
| 160.1K |
| $50.12M |
| 3.8% |
| −2.3K |
| Reduced |
| 5 | Amazon Com Inc | 211.0K | $48.71M | 3.7% | −3.2K | Reduced |
| 6 | Visa Inc | 138.8K | $48.67M | 3.7% | −2.3K | Reduced |
| 7 | Meta Platforms Inc | 73.5K | $48.54M | 3.7% | −1.2K | Reduced |
| 8 | Palo Alto Networks Inc | 243.1K | $44.77M | 3.4% | −4.6K | Reduced |
| 9 | Booking Holdings Inc | 7.6K | $40.89M | 3.1% | −125 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 74.7K | $37.55M | 2.9% | −1.7K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio