Boise, IDCIK 19095704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
62 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 24.4K | $7.64M | 6.8% | −3.5K | Reduced |
| 2 | Apple Inc | 27.2K | $7.38M | 6.6% | −527 | Reduced |
| 3 | Microsoft Corp | 14.3K | $6.91M | 6.2% | −325 | Reduced |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 16.8K |
| $5.10M |
| 4.5% |
| −805 |
| Reduced |
| 5 | Tjx Cos Inc New | 29.0K | $4.46M | 4.0% | −557 | Reduced |
| 6 | Trane Technologies PLC | 8.5K | $3.29M | 2.9% | −1.9K | Reduced |
| 7 | Visa Inc | 8.6K | $3.01M | 2.7% | −110 | Reduced |
| 8 | Costco Whsl Corp New | 3.4K | $2.95M | 2.6% | −82 | Reduced |
| 9 | Waters Corp | 7.8K | $2.94M | 2.6% | −42 | Reduced |
| 10 | Xylem Inc | 20.2K | $2.75M | 2.4% | −219 | Reduced |
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