Edina, MNCIK 19048324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
172 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 158.4K | $29.55M | 9.1% | +2.7K | Added |
| 2 | Apple Inc | 42.4K | $11.53M | 3.5% | −1.6K | Reduced |
| 3 | Alphabet Inc | 30.2K | $9.45M | 2.9% | −258 | Reduced |
| 4 | Amazon Com Inc |
| 39.7K |
| $9.17M |
| 2.8% |
| −117 |
| Reduced |
| 5 | Lam Research Corp | 51.5K | $8.82M | 2.7% | −2.0K | Reduced |
| 6 | Microsoft Corp | 18.2K | $8.78M | 2.7% | +272 | Added |
| 7 | Berkshire Hathaway Inc Del | 16.4K | $8.23M | 2.5% | +174 | Added |
| 8 | Costco Whsl Corp New | 8.7K | $7.54M | 2.3% | +96 | Added |
| 9 | Asml Holding N V | 6.1K | $6.56M | 2.0% | −51 | Reduced |
| 10 | Alphabet Inc | 20.8K | $6.52M | 2.0% | −80 | Reduced |
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