New York, NYCIK 19030594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
200 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 101.1K | $8.26M | 4.0% | −14.4K | Reduced |
| 2 | Apple Inc | 27.6K | $7.59M | 3.7% | +3.8K | Added |
| 3 | Wisdomtree Tr | 148.4K | $7.48M | 3.6% | −43.9K | Reduced |
| 4 | Microsoft Corp |
| 15.6K |
| $6.43M |
| 3.1% |
| +3.5K |
| Added |
| 5 | Ishares Tr | 38.7K | $5.88M | 2.9% | +3.1K | Added |
| 6 | Nvidia Corporation | 29.7K | $5.64M | 2.7% | +2.5K | Added |
| 7 | Pacer Fds Tr | 121.0K | $5.21M | 2.5% | +10.3K | Added |
| 8 | Capital Group Dividend Value | 108.1K | $4.93M | 2.4% | +6.7K | Added |
| 9 | Alphabet Inc | 14.1K | $4.56M | 2.2% | +845 | Added |
| 10 | Blackrock ETF Trust | 68.5K | $4.24M | 2.1% | +5.3K | Added |
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