Stamford, CTCIK 19836164 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
156 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 47.1K | $9.00M | 4.7% | +3.5K | Added |
| 2 | Nvidia Corporation | 45.7K | $8.51M | 4.5% | +42 | Added |
| 3 | Microsoft Corp | 17.2K | $8.30M | 4.4% | +226 | Added |
| 4 | Apple Inc |
| 28.5K |
| $7.74M |
| 4.1% |
| −757 |
| Reduced |
| 5 | Ishares Tr | 52.2K | $5.94M | 3.1% | +10 | Added |
| 6 | Alphabet Inc | 14.3K | $4.49M | 2.4% | −1.0K | Reduced |
| 7 | Ishares Tr | 6.2K | $4.27M | 2.2% | −7 | Reduced |
| 8 | Exxon Mobil Corp | 35.2K | $4.24M | 2.2% | +302 | Added |
| 9 | Vanguard Whitehall Fds | 27.8K | $3.99M | 2.1% | +7.4K | Added |
| 10 | Broadcom Inc | 11.3K | $3.91M | 2.1% | +109 | Added |
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