Tomball, TXCIK 19549294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
77 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 635.2K | $118.46M | 50.8% | +20.5K | Added |
| 2 | Advanced Micro Devices Inc | 121.8K | $26.08M | 11.2% | −7.9K | Reduced |
| 3 | Microsoft Corp | 22.1K | $10.70M | 4.6% | −745 | Reduced |
| 4 | Qualcomm Inc |
| 35.0K |
| $5.99M |
| 2.6% |
| 0 |
| Held |
| 5 | Ishares Tr | 11.0K | $5.22M | 2.2% | −529 | Reduced |
| 6 | Amazon Com Inc | 21.1K | $4.87M | 2.1% | −342 | Reduced |
| 7 | Apple Inc | 12.7K | $3.47M | 1.5% | −1 | Reduced |
| 8 | Marvell Technology Inc | 40.0K | $3.40M | 1.5% | +2.0K | Added |
| 9 | Alphabet Inc | 10.7K | $3.35M | 1.4% | −325 | Reduced |
| 10 | Ishares Tr | 13.4K | $2.81M | 1.2% | 0 | Held |
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