Tampa, FLCIK 20097434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 42.8K | $11.64M | 8.1% | −751 | Reduced |
| 2 | Microsoft Corp | 15.4K | $7.47M | 5.2% | −284 | Reduced |
| 3 | Nvidia Corporation | 38.8K | $7.24M | 5.0% | −2.8K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 16.7K |
| $5.39M |
| 3.8% |
| −933 |
| Reduced |
| 5 | Vanguard Index Fds | 10.2K | $4.99M | 3.5% | −351 | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 15.3K | $4.64M | 3.2% | −1.6K | Reduced |
| 7 | Amazon Com Inc | 18.9K | $4.37M | 3.0% | +61 | Added |
| 8 | Eli Lilly & Co | 4.0K | $4.33M | 3.0% | −303 | Reduced |
| 9 | Invesco Qqq Tr | 7.0K | $4.31M | 3.0% | −318 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 66.4K | $4.15M | 2.9% | −190 | Reduced |
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