Chicago, ILCIK 20019434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
170 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Liberty Media Corp Del | 207.5K | $18.55M | 3.3% | +207.5K | New |
| 2 | Micron Technology Inc | 60.4K | $17.23M | 3.1% | +60.4K | New |
| 3 | Nvidia Corporation | 88.7K | $16.53M | 2.9% | +76.8K | Added |
| 4 | Eli Lilly & Co |
| 13.9K |
| $14.98M |
| 2.7% |
| +9.1K |
| Added |
| 5 | Advanced Micro Devices Inc | 66.4K | $14.21M | 2.5% | +65.0K | Added |
| 6 | Lam Research Corp | 75.0K | $12.85M | 2.3% | +75.0K | New |
| 7 | Apple Inc | 46.0K | $12.51M | 2.2% | +197 | Added |
| 8 | Asml Holding N V | 10.6K | $11.37M | 2.0% | +10.6K | New |
| 9 | Comcast Corp New | 361.7K | $10.81M | 1.9% | +256.8K | Added |
| 10 | Home Depot Inc | 30.0K | $10.34M | 1.8% | +18.1K | Added |
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