Atlanta, GACIK 19116374 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amicus Therapeutics Inc | 784.9K | $11.18M | 6.8% | −49.5K | Reduced |
| 2 | Molina Healthcare Inc | 43.3K | $7.51M | 4.6% | +2.6K | Added |
| 3 | Fiserv Inc | 99.9K | $6.71M | 4.1% | +60.5K | Added |
| 4 | Insperity Inc |
| 172.4K |
| $6.68M |
| 4.0% |
| +53.7K |
| Added |
| 5 | Lci Inds | 51.5K | $6.24M | 3.8% | −3.5K | Reduced |
| 6 | Alkami Technology Inc | 233.3K | $5.38M | 3.3% | +49.7K | Added |
| 7 | United Parcel Service Inc | 53.9K | $5.35M | 3.2% | −3.6K | Reduced |
| 8 | Grand Canyon Ed Inc | 30.6K | $5.08M | 3.1% | +7.3K | Added |
| 9 | Option Care Health Inc | 157.3K | $5.01M | 3.0% | −11.3K | Reduced |
| 10 | Vistra Corp | 29.6K | $4.78M | 2.9% | −1.9K | Reduced |
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