Medford, NJCIK 19638394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
187 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Prime Advantage M | 20.42M | $20.42M | 8.5% | −1.41M | Reduced |
| 2 | Schwab Government Money Inv | 14.28M | $14.28M | 6.0% | −357.8K | Reduced |
| 3 | Baron Partners Retail | 45.5K | $11.51M | 4.8% | +3.0K | Added |
| 4 | Nvidia Corporation |
| 32.1K |
| $5.98M |
| 2.5% |
| +35 |
| Added |
| 5 | Microsoft Corp | 12.1K | $5.85M | 2.4% | −114 | Reduced |
| 6 | The Toronto-Dom3.25 | 775.3K | $5.70M | 2.4% | −3.5K | Reduced |
| 7 | International Business Machs | 19.1K | $5.67M | 2.4% | −247 | Reduced |
| 8 | Broadcom Inc | 15.7K | $5.44M | 2.3% | −264 | Reduced |
| 9 | Alphabet Inc | 17.2K | $5.40M | 2.3% | −55 | Reduced |
| 10 | Tidal Trust I | 206.0K | $5.10M | 2.1% | −10.7K | Reduced |
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