Scottsdale, AZCIK 19490334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 165.1K | $18.19M | 11.3% | +2.6K | Added |
| 2 | Nvidia Corporation | 92.2K | $17.19M | 10.7% | −659 | Reduced |
| 3 | Citigroup Inc | 95.2K | $11.11M | 6.9% | −778 | Reduced |
| 4 | Alphabet Inc |
| 32.9K |
| $10.33M |
| 6.4% |
| −379 |
| Reduced |
| 5 | Tesla Inc | 18.5K | $8.33M | 5.2% | +18.5K | New |
| 6 | Meta Platforms Inc | 10.6K | $7.00M | 4.3% | +62 | Added |
| 7 | Amazon Com Inc | 29.4K | $6.78M | 4.2% | −184 | Reduced |
| 8 | Apple Inc | 24.8K | $6.73M | 4.2% | −117 | Reduced |
| 9 | Palo Alto Networks Inc | 33.6K | $6.19M | 3.8% | +216 | Added |
| 10 | Arista Networks Inc | 45.4K | $5.95M | 3.7% | −491 | Reduced |
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