New York, NYCIK 20036724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
238 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 50.2K | $13.65M | 6.0% | −5.8K | Reduced |
| 2 | Nvidia Corporation | 48.3K | $9.01M | 4.0% | −12.3K | Reduced |
| 3 | Federated Hermes ETF Trust | 201.2K | $5.11M | 2.3% | +1.0K | Added |
| 4 | Ishares Tr |
| 10.4K |
| $4.92M |
| 2.2% |
| −10.3K |
| Reduced |
| 5 | Ishares Tr | 68.3K | $4.88M | 2.2% | −42.3K | Reduced |
| 6 | Microsoft Corp | 9.8K | $4.73M | 2.1% | −3.6K | Reduced |
| 7 | Alphabet Inc | 14.3K | $4.49M | 2.0% | −6.3K | Reduced |
| 8 | Ishares Tr | 74.0K | $4.05M | 1.8% | +74.0K | New |
| 9 | Ishares Tr | 11.5K | $3.71M | 1.6% | −7.2K | Reduced |
| 10 | Ishares Tr | 29.7K | $3.66M | 1.6% | −29.9K | Reduced |
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