New York, NYCIK 19158424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 1.31M | $409.72M | 7.0% | +311.0K | Added |
| 2 | Microsoft Corp | 741.0K | $358.36M | 6.1% | −197.7K | Reduced |
| 3 | Nvidia Corporation | 1.86M | $347.26M | 5.9% | −2.27M | Reduced |
| 4 | Vanguard Tax-Managed Fds |
| 4.71M |
| $294.54M |
| 5.0% |
| +4.71M |
| New |
| 5 | Broadcom Inc | 804.0K | $278.26M | 4.8% | −40.0K | Reduced |
| 6 | Meta Platforms Inc | 410.0K | $270.64M | 4.6% | +179.0K | Added |
| 7 | Apple Inc | 766.0K | $208.24M | 3.6% | −602.9K | Reduced |
| 8 | Micron Technology Inc | 690.0K | $196.93M | 3.4% | +349.0K | Added |
| 9 | Vaneck ETF Trust | 1.64M | $186.60M | 3.2% | +780.0K | Added |
| 10 | Walmart Inc | 1.66M | $185.05M | 3.2% | +1.01M | Added |
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