Bellevue, WACIK 19661804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 247.8K | $119.83M | 9.9% | +295 | Added |
| 2 | Apple Inc | 420.2K | $114.24M | 9.4% | −3.0K | Reduced |
| 3 | Alphabet Inc | 212.6K | $66.73M | 5.5% | −4.4K | Reduced |
| 4 | Amazon Com Inc |
| 280.9K |
| $64.83M |
| 5.3% |
| +1.3K |
| Added |
| 5 | Nvidia Corporation | 307.0K | $57.26M | 4.7% | +30.9K | Added |
| 6 | Goldman Sachs Group Inc | 47.2K | $41.46M | 3.4% | −449 | Reduced |
| 7 | Applied Matls Inc | 156.6K | $40.24M | 3.3% | −1.9K | Reduced |
| 8 | Eli Lilly & Co | 35.7K | $38.36M | 3.2% | −644 | Reduced |
| 9 | Jpmorgan Chase & Co. | 108.3K | $34.89M | 2.9% | −266 | Reduced |
| 10 | Johnson & Johnson | 139.2K | $28.81M | 2.4% | +792 | Added |
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