White Plains, NYCIK 19653774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
182 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 2.2K | $1.04M | 2.7% | +1.2K | Added |
| 2 | Amazon Com Inc | 3.5K | $809.5K | 2.1% | −1.2K | Reduced |
| 3 | Ge Aerospace | 2.5K | $781.5K | 2.0% | +2.5K | New |
| 4 | Uber Technologies Inc |
| 9.5K |
| $779.5K |
| 2.0% |
| +9.5K |
| New |
| 5 | Bank America Corp | 13.3K | $733.9K | 1.9% | +2.1K | Added |
| 6 | Visa Inc | 1.6K | $568.1K | 1.5% | −373 | Reduced |
| 7 | Alphabet Inc | 1.8K | $558.6K | 1.4% | +1.8K | New |
| 8 | Alphabet Inc | 1.7K | $539.3K | 1.4% | +1.7K | New |
| 9 | Nvidia Corporation | 2.9K | $536.4K | 1.4% | +2.9K | New |
| 10 | Meta Platforms Inc | 767 | $506.3K | 1.3% | −365 | Reduced |
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