Buffalo Grove, ILCIK 19037864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
105 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 24.6K | $16.85M | 5.9% | +96 | Added |
| 2 | Spdr S&P 500 ETF Tr | 23.7K | $16.14M | 5.7% | +1.3K | Added |
| 3 | Apple Inc | 57.0K | $15.50M | 5.5% | +6.0K | Added |
| 4 | Ishares Tr |
| 207.7K |
| $13.71M |
| 4.8% |
| +1.9K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 212.8K | $13.29M | 4.7% | +342 | Added |
| 6 | Nvidia Corporation | 59.5K | $11.10M | 3.9% | −695 | Reduced |
| 7 | Microsoft Corp | 20.9K | $10.11M | 3.6% | +7 | Added |
| 8 | Alphabet Inc | 28.8K | $9.02M | 3.2% | +1.5K | Added |
| 9 | Ishares Tr | 35.3K | $7.02M | 2.5% | +3.7K | Added |
| 10 | Broadcom Inc | 19.2K | $6.64M | 2.3% | −835 | Reduced |
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