Naples, FLCIK 19048214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 275.0K | $187.53M | 55.9% | +25.0K | Added |
| 2 | Ishares Tr | 210.5K | $144.18M | 42.9% | +60.0K | Added |
| 3 | ETF Ser Solutions | 20.0K | $2.00M | 0.6% | −10.0K | Reduced |
| 4 | Alphabet Inc |
| 2.2K |
| $694.9K |
| 0.2% |
| 0 |
| Held |
| 5 | Apple Inc | 967 | $262.9K | 0.1% | 0 | Held |
| 6 | Philip Morris Intl Inc | 1.4K | $218.1K | 0.1% | 0 | Held |
| 7 | S&P Global Inc | 414 | $216.4K | 0.1% | 0 | Held |
| 8 | Firstenergy Corp | 4.8K | $214.9K | 0.1% | 0 | Held |
| 9 | Salesforce Inc | 786 | $208.2K | 0.1% | +786 | New |
| 10 | Visa Inc | 591 | $207.3K | 0.1% | 0 | Held |