Needham, MACIK 19081694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 46.3K | $28.42M | 12.8% | +41 | Added |
| 2 | Vanguard Bd Index Fds | 234.1K | $18.24M | 8.2% | +13.3K | Added |
| 3 | Ishares Tr | 174.8K | $16.46M | 7.4% | +2.4K | Added |
| 4 | Invesco Exchange Traded Fd T |
| 107.9K |
| $12.29M |
| 5.5% |
| +1.4K |
| Added |
| 5 | Vanguard Bd Index Fds | 141.9K | $10.51M | 4.7% | +120 | Added |
| 6 | Wisdomtree Tr | 115.2K | $10.30M | 4.6% | +533 | Added |
| 7 | Vanguard Scottsdale Fds | 78.7K | $9.58M | 4.3% | −186 | Reduced |
| 8 | Schwab Strategic Tr | 374.1K | $9.38M | 4.2% | +22.6K | Added |
| 9 | Ishares Tr | 222.3K | $9.19M | 4.1% | −1.8K | Reduced |
| 10 | Schwab Strategic Tr | 284.4K | $7.74M | 3.5% | −972 | Reduced |
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