Boca Raton, FLCIK 19647754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
111 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 138.0K | $37.52M | 20.2% | −263 | Reduced |
| 2 | Nvidia Corporation | 43.9K | $8.19M | 4.4% | −1.8K | Reduced |
| 3 | Alphabet Inc | 22.5K | $7.03M | 3.8% | +67 | Added |
| 4 | Microsoft Corp |
| 12.7K |
| $6.13M |
| 3.3% |
| +275 |
| Added |
| 5 | Alphabet Inc | 18.7K | $5.87M | 3.2% | +122 | Added |
| 6 | Tesla Inc | 12.2K | $5.50M | 3.0% | −66 | Reduced |
| 7 | Ishares Tr | 8.0K | $5.48M | 3.0% | +7 | Added |
| 8 | Amazon Com Inc | 21.0K | $4.85M | 2.6% | +486 | Added |
| 9 | Eli Lilly & Co | 4.4K | $4.76M | 2.6% | +32 | Added |
| 10 | J P Morgan Exchange Traded F | 78.5K | $4.56M | 2.5% | +2.4K | Added |
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