Melville, NYCIK 19502183 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
163 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 37.5K | $10.18M | 5.4% | −1.8K | Reduced |
| 2 | American Centy ETF Tr | 82.0K | $9.17M | 4.9% | −6.0K | Reduced |
| 3 | Invesco Exchange Traded Fd T | 39.3K | $7.54M | 4.0% | −260 | Reduced |
| 4 | Amazon Com Inc |
| 22.6K |
| $5.21M |
| 2.8% |
| −21.2K |
| Reduced |
| 5 | American Centy ETF Tr | 49.7K | $5.07M | 2.7% | −2.7K | Reduced |
| 6 | Blackstone Inc | 32.4K | $4.99M | 2.7% | −1.9K | Reduced |
| 7 | Vanguard Bd Index Fds | 65.3K | $4.84M | 2.6% | +1.6K | Added |
| 8 | Alphabet Inc | 15.3K | $4.78M | 2.5% | −10.2K | Reduced |
| 9 | Ishares Tr | 40.9K | $4.50M | 2.4% | +740 | Added |
| 10 | Schwab Charles Corp | 42.3K | $4.23M | 2.2% | −18.0K | Reduced |
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