New York, NYCIK 19927245 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 | Citigroup Inc | 588.5K | $68.67M | 5.0% | +101.1K | Added |
| 2 | Walmart Inc | 614.1K | $68.42M | 5.0% | +215.3K | Added |
| 3 | Schwab Charles Corp | 573.0K | $57.25M | 4.2% | +81.3K | Added |
| 4 | Capital One Finl Corp |
| 225.5K |
| $54.64M |
| 4.0% |
| +24.1K |
| Added |
| 5 | Mks Inc. | 327.4K | $52.32M | 3.8% | +175.9K | Added |
| 6 | Nvidia Corporation | 231.7K | $43.21M | 3.1% | −114.2K | Reduced |
| 7 | Toast Inc | 1.14M | $40.55M | 3.0% | +96.1K | Added |
| 8 | Cbre Group Inc | 238.6K | $38.36M | 2.8% | +61.8K | Added |
| 9 | Intercontinental Exchange In | 219.8K | $35.61M | 2.6% | +181.8K | Added |
| 10 | Invesco Ltd | 1.34M | $35.11M | 2.6% | +1.34M | New |
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