Mesa, AZCIK 19447804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 60.7K | $3.06M | 29.7% | −6.7K | Reduced |
| 2 | Ishares Tr | 32.7K | $1.65M | 16.0% | −4.1K | Reduced |
| 3 | Emerson Elec Co | 12.0K | $1.60M | 15.5% | 0 | Held |
| 4 | Invesco Qqq Tr |
| 866 |
| $532.0K |
| 5.2% |
| −163 |
| Reduced |
| 5 | Spdr S&P 500 ETF Tr | 652 | $444.6K | 4.3% | −109 | Reduced |
| 6 | Apple Inc | 1.5K | $417.3K | 4.0% | +105 | Added |
| 7 | Spdr Series Trust | 7.3K | $413.5K | 4.0% | −1.0K | Reduced |
| 8 | Ishares Tr | 3.6K | $393.6K | 3.8% | −435 | Reduced |
| 9 | Costco Whsl Corp New | 377 | $325.1K | 3.1% | 0 | Held |
| 10 | Ishares Tr | 1.3K | $315.3K | 3.1% | −270 | Reduced |
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