Williamsville, NYCIK 19028064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 73.0K | $28.92M | 8.2% | −1.4K | Reduced |
| 2 | Janus Detroit Str Tr | 374.2K | $18.92M | 5.4% | +4.8K | Added |
| 3 | Ishares Tr | 157.6K | $14.10M | 4.0% | +810 | Added |
| 4 | Ishares Tr |
| 115.2K |
| $12.69M |
| 3.6% |
| −398 |
| Reduced |
| 5 | Ishares Tr | 244.9K | $11.13M | 3.1% | +3.8K | Added |
| 6 | Apple Inc | 40.6K | $11.03M | 3.1% | −573 | Reduced |
| 7 | Kinder Morgan Inc Del | 309.1K | $8.50M | 2.4% | −3.4K | Reduced |
| 8 | Microsoft Corp | 17.3K | $8.38M | 2.4% | −303 | Reduced |
| 9 | Walmart Inc | 66.9K | $7.45M | 2.1% | −1.3K | Reduced |
| 10 | Vanguard Index Fds | 25.1K | $7.28M | 2.1% | −283 | Reduced |
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