Pittsford, NYCIK 19623823 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 78.9K | $24.36M | 9.9% | +83 | Added |
| 2 | Microsoft Corp | 47.3K | $22.89M | 9.3% | −20 | Reduced |
| 3 | Cummins Inc | 38.3K | $19.57M | 7.9% | +49 | Added |
| 4 | D R Horton Inc |
| 133.7K |
| $19.25M |
| 7.8% |
| +588 |
| Added |
| 5 | Apple Inc | 62.6K | $17.02M | 6.9% | −428 | Reduced |
| 6 | Parker-Hannifin Corp | 14.7K | $12.88M | 5.2% | +85 | Added |
| 7 | Eaton Corp PLC | 37.5K | $11.94M | 4.8% | +26 | Added |
| 8 | Oracle Corp | 61.2K | $11.93M | 4.8% | −2.6K | Reduced |
| 9 | Cisco Sys Inc | 139.5K | $10.74M | 4.4% | −1.1K | Reduced |
| 10 | Jacobs Solutions Inc | 76.9K | $10.19M | 4.1% | −98 | Reduced |
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