Wellesley, MACIK 19265964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
356 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 88.5K | $18.11M | 5.1% | −5.2K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 22.8K | $15.56M | 4.4% | +6.0K | Added |
| 3 | Etfs Gold Tr | 206.0K | $8.46M | 2.4% | +36.6K | Added |
| 4 | Nvidia Corporation |
| 59.0K |
| $7.75M |
| 2.2% |
| −3.9K |
| Reduced |
| 5 | Ishares Tr | 35.7K | $7.12M | 2.0% | −690 | Reduced |
| 6 | Ishares Silver Tr | 100.4K | $6.47M | 1.8% | +13.9K | Added |
| 7 | Microsoft Corp | 60.1K | $6.39M | 1.8% | −1.1K | Reduced |
| 8 | Amazon Com Inc | 47.3K | $5.03M | 1.4% | −169 | Reduced |
| 9 | Meta Platforms Inc | 22.3K | $4.96M | 1.4% | +458 | Added |
| 10 | Uscf ETF Tr | 212.4K | $4.68M | 1.3% | +51.6K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio