Scottsdale, AZCIK 20028154 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
181 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 105.9K | $19.75M | 6.6% | −2.1K | Reduced |
| 2 | Apple Inc | 69.6K | $18.91M | 6.3% | −383 | Reduced |
| 3 | Alphabet Inc | 49.0K | $15.35M | 5.1% | −532 | Reduced |
| 4 | Microsoft Corp |
| 27.6K |
| $13.34M |
| 4.5% |
| +913 |
| Added |
| 5 | Amazon Com Inc | 55.2K | $12.73M | 4.3% | +1.2K | Added |
| 6 | Eli Lilly & Co | 9.7K | $10.38M | 3.5% | +59 | Added |
| 7 | Visa Inc | 20.7K | $7.25M | 2.4% | +297 | Added |
| 8 | Rtx Corporation | 30.8K | $5.66M | 1.9% | −293 | Reduced |
| 9 | Uber Technologies Inc | 67.2K | $5.49M | 1.8% | +4.1K | Added |
| 10 | International Business Machs | 17.8K | $5.26M | 1.8% | +12.4K | Added |
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