Wellesley, MACIK 19318704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 63.6K | $19.90M | 5.8% | −5.6K | Reduced |
| 2 | Apple Inc | 70.5K | $19.18M | 5.6% | −4.6K | Reduced |
| 3 | Microsoft Corp | 34.7K | $16.78M | 4.9% | −2.4K | Reduced |
| 4 | Nvidia Corporation |
| 86.7K |
| $16.17M |
| 4.7% |
| −9.9K |
| Reduced |
| 5 | Broadcom Inc | 37.9K | $13.12M | 3.9% | −3.2K | Reduced |
| 6 | Amazon Com Inc | 38.4K | $8.86M | 2.6% | −2.8K | Reduced |
| 7 | Advanced Micro Devices Inc | 37.0K | $7.93M | 2.3% | −1.4K | Reduced |
| 8 | Applied Matls Inc | 28.3K | $7.27M | 2.1% | −1.4K | Reduced |
| 9 | Meta Platforms Inc | 10.1K | $6.65M | 2.0% | −319 | Reduced |
| 10 | Cisco Sys Inc | 85.3K | $6.57M | 1.9% | −4.1K | Reduced |
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