Plano, TXCIK 19404164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 19.1K | $9.58M | 5.8% | 0 | Held |
| 2 | Goldman Sachs ETF Tr | 68.2K | $6.84M | 4.1% | 0 | Held |
| 3 | Coca-Cola Europacific Partne | 74.7K | $6.75M | 4.1% | 0 | Held |
| 4 |
| 23.4K |
| $5.96M |
| 3.6% |
| 0 |
| Held |
| 5 | Unilever PLC | 98.1K | $5.81M | 3.5% | 0 | Held |
| 6 | Microsoft Corp | 10.5K | $5.43M | 3.3% | 0 | Held |
| 7 | Medtronic PLC | 53.5K | $5.13M | 3.1% | 0 | Held |
| 8 | Alphabet Inc | 20.1K | $4.88M | 2.9% | 0 | Held |
| 9 | Invitation Homes Inc | 146.2K | $4.33M | 2.6% | 0 | Held |
| 10 | Nvidia Corporation | 23.1K | $4.31M | 2.6% | 0 | Held |
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