Lima, OHCIK 20053804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
252 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 42.0K | $13.54M | 5.3% | −2.3K | Reduced |
| 2 | Apple Inc | 34.6K | $9.40M | 3.7% | −926 | Reduced |
| 3 | Microsoft Corp | 14.4K | $6.96M | 2.7% | −264 | Reduced |
| 4 | Invesco Exchange Traded Fd T |
| 22.6K |
| $4.33M |
| 1.7% |
| +1.6K |
| Added |
| 5 | Nvidia Corporation | 23.0K | $4.29M | 1.7% | +3.2K | Added |
| 6 | First Tr Exchange-Traded Fd | 162.9K | $4.27M | 1.7% | +20.3K | Added |
| 7 | First Tr Exchange-Traded Fd | 94.2K | $3.61M | 1.4% | +1.2K | Added |
| 8 | First Tr Exchange-Traded Alp | 40.9K | $3.52M | 1.4% | +1.3K | Added |
| 9 | Caterpillar Inc | 5.6K | $3.19M | 1.2% | −189 | Reduced |
| 10 | Capital Group Gbl Growth Eqt | 88.2K | $3.06M | 1.2% | +10.8K | Added |
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