Oklahoma City, OKCIK 19400334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 27.5K | $17.27M | 4.5% | −436 | Reduced |
| 2 | Berkshire Hathaway Inc Del | 20 | $15.10M | 3.9% | −4 | Reduced |
| 3 | Ishares Tr | 97.0K | $13.73M | 3.6% | −3.4K | Reduced |
| 4 | Pacer Fds Tr |
| 223.9K |
| $13.47M |
| 3.5% |
| +141 |
| Added |
| 5 | Jpmorgan Chase & Co. | 39.0K | $12.56M | 3.3% | +32.7K | Added |
| 6 | Ishares Tr | 91.2K | $8.78M | 2.3% | −6.9K | Reduced |
| 7 | Pacer Fds Tr | 228.1K | $8.03M | 2.1% | +36.9K | Added |
| 8 | Vanguard Index Fds | 23.1K | $7.75M | 2.0% | +1.5K | Added |
| 9 | Spdr Index Shs Fds | 195.0K | $7.63M | 2.0% | +30.2K | Added |
| 10 | Apple Inc | 26.6K | $7.22M | 1.9% | +890 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio