Cleveland, OHCIK 19656594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lincoln Elec Hldgs Inc | 668.5K | $160.19M | 36.3% | −123 | Reduced |
| 2 | Simplify Exchange Traded Fun | 753.1K | $16.77M | 3.8% | +34.1K | Added |
| 3 | Ishares Tr | 125.9K | $12.89M | 2.9% | +3.0K | Added |
| 4 | Invesco Exch Traded Fd Tr II |
| 207.7K |
| $11.54M |
| 2.6% |
| −9.9K |
| Reduced |
| 5 | Spdr Gold Tr | 28.4K | $11.24M | 2.5% | −3.0K | Reduced |
| 6 | Simplify Exchange Traded Fun | 380.9K | $8.34M | 1.9% | −4.9K | Reduced |
| 7 | Simplify Exchange Traded Fun | 364.3K | $7.54M | 1.7% | +1.6K | Added |
| 8 | Spdr Series Trust | 76.1K | $6.95M | 1.6% | −11.9K | Reduced |
| 9 | Spdr Series Trust | 216.2K | $5.92M | 1.3% | +216.2K | New |
| 10 | Ishares Gold Tr | 67.3K | $5.47M | 1.2% | −15.4K | Reduced |
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