Dallas, TXCIK 20071714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
385 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 141.6K | $88.77M | 7.0% | +23.6K | Added |
| 2 | Apple Inc | 199.1K | $54.11M | 4.3% | +14.7K | Added |
| 3 | Ishares Tr | 554.6K | $49.62M | 3.9% | +5.1K | Added |
| 4 | Nvidia Corporation |
| 259.3K |
| $48.36M |
| 3.8% |
| +16.9K |
| Added |
| 5 | Microsoft Corp | 96.2K | $46.52M | 3.7% | +10.9K | Added |
| 6 | Eli Lilly & Co | 24.6K | $26.44M | 2.1% | +2.1K | Added |
| 7 | Alphabet Inc | 81.8K | $25.60M | 2.0% | +952 | Added |
| 8 | Amazon Com Inc | 105.8K | $24.41M | 1.9% | +15.3K | Added |
| 9 | Jpmorgan Chase & Co. | 66.7K | $21.49M | 1.7% | +4.0K | Added |
| 10 | Broadcom Inc | 60.4K | $20.91M | 1.6% | +4.2K | Added |
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