Baltimore, MDCIK 19040334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 287.2K | $29.74M | 9.9% | −11.4K | Reduced |
| 2 | Alphabet Inc | 70.3K | $21.99M | 7.3% | −2.9K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 383.0K | $17.63M | 5.9% | +6.0K | Added |
| 4 | Fidelity Covington Trust |
| 211.1K |
| $15.68M |
| 5.2% |
| −2.7K |
| Reduced |
| 5 | Ishares Tr | 281.3K | $13.72M | 4.6% | +18.6K | Added |
| 6 | Microsoft Corp | 26.1K | $12.62M | 4.2% | −668 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 23.0K | $11.56M | 3.9% | −127 | Reduced |
| 8 | Vanguard Whitehall Fds | 120.1K | $10.98M | 3.7% | +1.8K | Added |
| 9 | Meta Platforms Inc | 14.7K | $9.70M | 3.2% | −154 | Reduced |
| 10 | Ishares Tr | 105.1K | $8.71M | 2.9% | +12.2K | Added |
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