Annapolis, MDCIK 19631695 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
168 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 126.7K | $8.79M | 3.1% | +5.0K | Added |
| 2 | Alphabet Inc | 24.4K | $7.65M | 2.7% | −1.2K | Reduced |
| 3 | Ishares Tr | 245.6K | $6.70M | 2.3% | +20.9K | Added |
| 4 | Microsoft Corp |
| 13.0K |
| $6.31M |
| 2.2% |
| +243 |
| Added |
| 5 | Spdr Series Trust | 34.4K | $6.03M | 2.1% | +2.5K | Added |
| 6 | Jpmorgan Chase & Co. | 16.9K | $5.45M | 1.9% | +1.1K | Added |
| 7 | Wells Fargo Co New | 55.0K | $5.12M | 1.8% | +2.9K | Added |
| 8 | Verizon Communications Inc | 125.3K | $5.10M | 1.8% | +18.1K | Added |
| 9 | Spdr Series Trust | 209.5K | $4.96M | 1.7% | +21.6K | Added |
| 10 | Amazon Com Inc | 20.3K | $4.68M | 1.6% | +3.7K | Added |
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