Pittsford, NYCIK 19004064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Profesionally Managed Portfo | 289.6K | $18.97M | 10.5% | +289.6K | New |
| 2 | Costco Whsl Corp New | 1.9K | $16.04M | 8.8% | 0 | Held |
| 3 | Apple Inc | 45.7K | $12.43M | 6.8% | −537 | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 16.2K |
| $8.16M |
| 4.5% |
| 0 |
| Held |
| 5 | Amazon Com Inc | 26.9K | $6.22M | 3.4% | −306 | Reduced |
| 6 | Blackstone Inc | 37.5K | $5.78M | 3.2% | −799 | Reduced |
| 7 | Alphabet Inc | 14.8K | $4.65M | 2.6% | −200 | Reduced |
| 8 | Microsoft Corp | 9.5K | $4.61M | 2.5% | −20 | Reduced |
| 9 | Caterpillar Inc | 7.1K | $4.05M | 2.2% | 0 | Held |
| 10 | Alphabet Inc | 11.1K | $3.49M | 1.9% | −325 | Reduced |
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