Metairie, LACIK 19620054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 263.4K | $7.23M | 7.4% | +12.6K | Added |
| 2 | Microsoft Corp | 11.0K | $5.32M | 5.5% | +101 | Added |
| 3 | Jpmorgan Chase & Co. | 15.1K | $4.87M | 5.0% | −106 | Reduced |
| 4 | Apple Inc |
| 17.8K |
| $4.84M |
| 5.0% |
| −286 |
| Reduced |
| 5 | Johnson & Johnson | 21.9K | $4.53M | 4.6% | −73 | Reduced |
| 6 | Cisco Sys Inc | 46.1K | $3.55M | 3.6% | +777 | Added |
| 7 | Abbvie Inc | 14.9K | $3.39M | 3.5% | −660 | Reduced |
| 8 | Spdr S&P Midcap 400 ETF Tr | 5.0K | $2.99M | 3.1% | +219 | Added |
| 9 | Chevron Corp New | 19.4K | $2.96M | 3.0% | −118 | Reduced |
| 10 | Amgen Inc | 9.0K | $2.94M | 3.0% | +86 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio