Dallas, TXCIK 19116214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
208 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 33.8K | $21.17M | 7.4% | +11.3K | Added |
| 2 | Spdr S&P 500 ETF Tr | 13.0K | $8.89M | 3.1% | +34 | Added |
| 3 | Microsoft Corp | 18.3K | $8.83M | 3.1% | +341 | Added |
| 4 | Ishares Tr |
| 109.1K |
| $7.58M |
| 2.7% |
| +39 |
| Added |
| 5 | Vanguard Index Fds | 22.3K | $7.48M | 2.6% | +6.2K | Added |
| 6 | Vanguard Index Fds | 39.1K | $7.47M | 2.6% | +21.7K | Added |
| 7 | Alphabet Inc | 21.8K | $6.83M | 2.4% | −278 | Reduced |
| 8 | Vanguard Index Fds | 13.4K | $6.53M | 2.3% | +12.5K | Added |
| 9 | Oneok Inc New | 82.4K | $6.06M | 2.1% | −743 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 11.6K | $5.85M | 2.0% | +125 | Added |
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