Danvers, MACIK 19030584 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 23.9K | $8.27M | 4.6% | −1.8K | Reduced |
| 2 | Apple Inc | 27.0K | $7.35M | 4.1% | −602 | Reduced |
| 3 | Nvidia Corporation | 38.8K | $7.24M | 4.0% | −370 | Reduced |
| 4 | Seagate Technology Hldngs Pl |
| 24.7K |
| $6.79M |
| 3.8% |
| −3.7K |
| Reduced |
| 5 | Alphabet Inc | 21.0K | $6.59M | 3.7% | −1.4K | Reduced |
| 6 | Caterpillar Inc | 11.3K | $6.45M | 3.6% | −501 | Reduced |
| 7 | Amazon Com Inc | 22.9K | $5.28M | 2.9% | +32 | Added |
| 8 | Meta Platforms Inc | 8.0K | $5.27M | 2.9% | +509 | Added |
| 9 | Microsoft Corp | 10.7K | $5.18M | 2.9% | −23 | Reduced |
| 10 | Lam Research Corp | 27.9K | $4.78M | 2.7% | −2.5K | Reduced |
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