Dallas, TXCIK 19829201 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 306.6K | $83.36M | 57.4% | +306.6K | New Position |
| 2 | Amazon Com Inc | 73.7K | $17.01M | 11.7% | +73.7K | New Position |
| 3 | Invesco Qqq Tr | 14.5K | $8.91M | 6.1% | +14.5K | New Position |
| 4 | Spdr S&P 500 ETF Tr |
| 7.3K |
| $4.98M |
| 3.4% |
| +7.3K |
| New Position |
| 5 | Microsoft Corp | 6.6K | $3.20M | 2.2% | +6.6K | New Position |
| 6 | J P Morgan Exchange Traded F | 41.7K | $2.11M | 1.5% | +41.7K | New Position |
| 7 | Ishares Tr | 41.7K | $2.11M | 1.5% | +41.7K | New Position |
| 8 | Invesco Actively Managed Exc | 41.9K | $2.11M | 1.5% | +41.9K | New Position |
| 9 | T Rowe Price ETF Inc | 42.3K | $2.11M | 1.5% | +42.3K | New Position |
| 10 | Two Rds Shared Tr | 150.2K | $1.41M | 1.0% | +150.2K | New Position |
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