Dallas, TXCIK 19651914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
263 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 38.0K | $2.18M | 13.3% | −2.8K | Reduced |
| 2 | Microsoft Corp | 3.2K | $1.57M | 9.6% | 0 | Held |
| 3 | Apple Inc | 4.8K | $1.31M | 8.0% | 0 | Held |
| 4 | Exxon Mobil Corp |
| 7.9K |
| $950.5K |
| 5.8% |
| −310 |
| Reduced |
| 5 | Chevron Corp New | 6.1K | $936.8K | 5.7% | −398 | Reduced |
| 6 | Ishares Tr | 4.0K | $380.3K | 2.3% | +277 | Added |
| 7 | Amazon Com Inc | 1.5K | $346.9K | 2.1% | 0 | Held |
| 8 | Abbvie Inc | 1.5K | $344.5K | 2.1% | +6 | Added |
| 9 | Alphabet Inc | 1.1K | $337.7K | 2.1% | 0 | Held |
| 10 | Fidelity Covington Trust | 5.0K | $274.2K | 1.7% | −5.0K | Reduced |
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