Gaithersburg, MDCIK 19616354 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 | Berkshire Hathaway Inc Del | 26.6K | $13.37M | 5.4% | +84 | Added |
| 2 | Microsoft Corp | 27.4K | $13.24M | 5.3% | −993 | Reduced |
| 3 | Apple Inc | 38.0K | $10.32M | 4.1% | −36 | Reduced |
| 4 | Applied Matls Inc |
| 39.3K |
| $10.09M |
| 4.0% |
| −41 |
| Reduced |
| 5 | Marriott Intl Inc New | 22.5K | $6.98M | 2.8% | +283 | Added |
| 6 | Constellium Se | 327.9K | $6.18M | 2.5% | −12.7K | Reduced |
| 7 | Caseys Gen Stores Inc | 10.1K | $5.59M | 2.2% | +97 | Added |
| 8 | Intuit | 7.7K | $5.12M | 2.1% | −598 | Reduced |
| 9 | Costco Whsl Corp New | 5.8K | $5.02M | 2.0% | −120 | Reduced |
| 10 | Ryanair Holdings PLC | 66.2K | $4.78M | 1.9% | +97 | Added |
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