Birmingham, ALCIK 19744384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 267.3K | $16.02M | 17.0% | +3.9K | Added |
| 2 | Vanguard Scottsdale Fds | 88.7K | $5.21M | 5.5% | 0 | Held |
| 3 | Vanguard Scottsdale Fds | 106.3K | $5.00M | 5.3% | −821 | Reduced |
| 4 | Northern Lts Fd Tr IV |
| 154.0K |
| $3.73M |
| 3.9% |
| +5.4K |
| Added |
| 5 | Nvidia Corporation | 15.6K | $2.92M | 3.1% | +1.1K | Added |
| 6 | Microsoft Corp | 5.5K | $2.66M | 2.8% | 0 | Held |
| 7 | Unified Ser Tr | 62.9K | $2.60M | 2.8% | +55 | Added |
| 8 | Unified Ser Tr | 107.8K | $2.48M | 2.6% | −321 | Reduced |
| 9 | Alphabet Inc | 6.2K | $1.95M | 2.1% | −108 | Reduced |
| 10 | Taiwan Semiconductor Mfg Ltd | 4.2K | $1.28M | 1.4% | −53 | Reduced |
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