Des Plaines, ILCIK 19900804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 109.9K | $34.49M | 11.6% | −733 | Reduced |
| 2 | Oracle Corp | 102.7K | $20.02M | 6.7% | +52 | Added |
| 3 | Amazon Com Inc | 77.8K | $17.96M | 6.0% | +318 | Added |
| 4 | Apple Inc |
| 56.0K |
| $15.22M |
| 5.1% |
| +1.1K |
| Added |
| 5 | Microsoft Corp | 18.4K | $8.89M | 3.0% | +548 | Added |
| 6 | Amphenol Corp New | 65.3K | $8.82M | 3.0% | −3.3K | Reduced |
| 7 | Costco Whsl Corp New | 9.7K | $8.34M | 2.8% | +55 | Added |
| 8 | Nvidia Corporation | 39.4K | $7.35M | 2.5% | +58 | Added |
| 9 | Mckesson Corp | 8.1K | $6.62M | 2.2% | 0 | Held |
| 10 | Thermo Fisher Scientific Inc | 10.6K | $6.12M | 2.1% | +110 | Added |
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