Lake Forest, ILCIK 19073204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 53.6K | $11.77M | 11.4% | +4.2K | Added |
| 2 | Vanguard Whitehall Fds | 73.9K | $10.61M | 10.3% | +11.7K | Added |
| 3 | Apple Inc | 28.8K | $7.83M | 7.6% | −7.6K | Reduced |
| 4 | Alphabet Inc |
| 22.7K |
| $7.11M |
| 6.9% |
| +371 |
| Added |
| 5 | Amazon Com Inc | 30.4K | $7.03M | 6.8% | +53 | Added |
| 6 | Microsoft Corp | 13.1K | $6.34M | 6.1% | +38 | Added |
| 7 | Nvidia Corporation | 33.6K | $6.27M | 6.1% | −4.7K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 9.9K | $4.96M | 4.8% | +20 | Added |
| 9 | Harris Oakmark ETF Trust | 154.2K | $4.37M | 4.2% | +1.8K | Added |
| 10 | Alphabet Inc | 12.8K | $4.02M | 3.9% | −6.0K | Reduced |
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