Appleton, WICIK 19044315 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
143 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 691.5K | $30.18M | 10.9% | +19.5K | Added |
| 2 | Ishares Tr | 32.5K | $22.25M | 8.1% | −1.5K | Reduced |
| 3 | First Tr Exchange Traded Fd | 138.1K | $13.38M | 4.8% | +27.1K | Added |
| 4 | Tesla Inc |
| 25.2K |
| $11.34M |
| 4.1% |
| −3.0K |
| Reduced |
| 5 | Nvidia Corporation | 57.6K | $10.74M | 3.9% | −265 | Reduced |
| 6 | Ishares Gold Tr | 126.0K | $10.22M | 3.7% | −10.0K | Reduced |
| 7 | Pimco ETF Tr | 359.1K | $9.58M | 3.5% | +321.0K | Added |
| 8 | J P Morgan Exchange Traded F | 116.2K | $9.33M | 3.4% | +7.8K | Added |
| 9 | Jpmorgan Chase & Co. | 28.1K | $9.04M | 3.3% | +1.3K | Added |
| 10 | J P Morgan Exchange Traded F | 129.7K | $8.62M | 3.1% | −9.8K | Reduced |
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