Edina, MNCIK 19113485 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 316.2K | $85.97M | 64.1% | −12.1K | Reduced |
| 2 | Amazon Com Inc | 99.0K | $22.84M | 17.0% | −14.8K | Reduced |
| 3 | The Oncology Institute Inc | 2.46M | $8.76M | 6.5% | +2.26M | Added |
| 4 | Palantir Technologies Inc |
| 25.4K |
| $4.52M |
| 3.4% |
| +5.3K |
| Added |
| 5 | Tko Group Holdings Inc | 20.6K | $4.30M | 3.2% | −9.5K | Reduced |
| 6 | Teleflex Incorporated | 265.0K | $1.77M | 1.3% | +265.0K | New |
| 7 | Live Nation Entertainment In | 11.6K | $1.66M | 1.2% | −3.5K | Reduced |
| 8 | Nike Inc | 24.8K | $1.58M | 1.2% | +24.8K | New |
| 9 | Snowflake Inc | 85.0K | $766.7K | 0.6% | +85.0K | New |
| 10 | Cohen & Steers Quality Incom | 37.5K | $428.8K | 0.3% | −3.5K | Reduced |
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