Chicago, ILCIK 19744574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
240 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 505.9K | $15.28M | 2.9% | +489.0K | Added |
| 2 | Philip Morris Intl Inc | 85.4K | $13.70M | 2.6% | +8.2K | Added |
| 3 | Mplx LP | 218.0K | $11.64M | 2.2% | +15.6K | Added |
| 4 | Verizon Communications Inc |
| 270.3K |
| $11.01M |
| 2.1% |
| +19.3K |
| Added |
| 5 | Nextera Energy Inc | 135.1K | $10.85M | 2.1% | +10.3K | Added |
| 6 | Citigroup Inc | 88.1K | $10.28M | 2.0% | −3.0K | Reduced |
| 7 | Elevation Series Trust | 301.7K | $10.10M | 1.9% | +59.2K | Added |
| 8 | Elevation Series Trust | 262.0K | $9.98M | 1.9% | +31.2K | Added |
| 9 | Enbridge Inc | 206.7K | $9.88M | 1.9% | +14.8K | Added |
| 10 | Novo-Nordisk A S | 193.9K | $9.86M | 1.9% | +33.4K | Added |
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