New York, NYCIK 19350005 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
206 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 27.6K | $13.35M | 4.2% | −334 | Reduced |
| 2 | Apple Inc | 37.7K | $10.24M | 3.2% | −279 | Reduced |
| 3 | Alphabet Inc | 31.6K | $9.88M | 3.1% | +1.6K | Added |
| 4 | Astrazeneca PLC |
| 47.2K |
| $8.75M |
| 2.7% |
| −162 |
| Reduced |
| 5 | Vanguard World Fd | 11.4K | $8.62M | 2.7% | −707 | Reduced |
| 6 | Ishares Tr | 46.4K | $7.80M | 2.4% | +1.4K | Added |
| 7 | Amazon Com Inc | 28.3K | $6.49M | 2.0% | +813 | Added |
| 8 | Vanguard Scottsdale Fds | 73.1K | $6.12M | 1.9% | +10.3K | Added |
| 9 | Ishares Tr | 113.4K | $6.11M | 1.9% | +15.9K | Added |
| 10 | Spdr Series Trust | 180.6K | $6.11M | 1.9% | +26.8K | Added |
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