Lake Forest, ILCIK 19176184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 118.0K | $38.01M | 4.4% | −1.1K | Reduced |
| 2 | Alphabet Inc | 115.3K | $36.09M | 4.2% | −1.8K | Reduced |
| 3 | Apple Inc | 122.8K | $33.39M | 3.9% | −1.2K | Reduced |
| 4 | Microsoft Corp |
| 62.0K |
| $30.01M |
| 3.5% |
| +12 |
| Added |
| 5 | Philip Morris Intl Inc | 173.6K | $27.84M | 3.3% | −340 | Reduced |
| 6 | Abbvie Inc | 112.2K | $25.65M | 3.0% | −6.8K | Reduced |
| 7 | Ameriprise Finl Inc | 51.5K | $25.27M | 3.0% | −434 | Reduced |
| 8 | Blackrock Inc | 20.8K | $22.27M | 2.6% | −122 | Reduced |
| 9 | Ishares Tr | 197.0K | $21.71M | 2.5% | −370 | Reduced |
| 10 | Amazon Com Inc | 92.1K | $21.27M | 2.5% | −607 | Reduced |
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