Lehi, UTCIK 19066134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 199.7K | $54.30M | 11.1% | +1.8K | Added |
| 2 | Alphabet Inc | 117.1K | $36.64M | 7.5% | +10.4K | Added |
| 3 | Amazon Com Inc | 154.1K | $35.56M | 7.3% | +22.6K | Added |
| 4 | Microsoft Corp |
| 62.9K |
| $30.41M |
| 6.2% |
| +9.0K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 156.5K | $29.98M | 6.1% | +156.5K | New |
| 6 | Allison Transmission Hldgs I | 287.3K | $28.13M | 5.8% | +9.2K | Added |
| 7 | Berkshire Hathaway Inc Del | 46.5K | $23.36M | 4.8% | +449 | Added |
| 8 | Natural Resource Partners L | 214.8K | $22.42M | 4.6% | +17.7K | Added |
| 9 | Spdr S&P 500 ETF Tr | 31.2K | $21.31M | 4.4% | +21.8K | Added |
| 10 | Visa Inc | 48.7K | $17.08M | 3.5% | +2.5K | Added |
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