Bethesda, MDCIK 19678444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 245.7K | $29.57M | 25.1% | +5.9K | Added |
| 2 | Costco Whsl Corp New | 10.4K | $8.99M | 7.6% | −86 | Reduced |
| 3 | Apple Inc | 23.1K | $6.27M | 5.3% | +67 | Added |
| 4 | Microsoft Corp |
| 11.0K |
| $5.34M |
| 4.5% |
| −31 |
| Reduced |
| 5 | Nvidia Corporation | 20.8K | $3.88M | 3.3% | +489 | Added |
| 6 | Abbvie Inc | 13.9K | $3.17M | 2.7% | −15 | Reduced |
| 7 | International Business Machs | 9.0K | $2.68M | 2.3% | +7.7K | Added |
| 8 | Ishares Tr | 5.1K | $2.41M | 2.0% | +1 | Added |
| 9 | Alphabet Inc | 7.2K | $2.26M | 1.9% | +171 | Added |
| 10 | Ishares Tr | 6.9K | $2.22M | 1.9% | +43 | Added |
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