Phoenix, AZCIK 20115504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
233 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 22.7K | $6.16M | 7.0% | −597 | Reduced |
| 2 | Vanguard Index Fds | 8.4K | $5.28M | 6.0% | −2 | Reduced |
| 3 | Alphabet Inc | 15.1K | $4.71M | 5.4% | +129 | Added |
| 4 | Eli Lilly & Co |
| 4.3K |
| $4.66M |
| 5.3% |
| −71 |
| Reduced |
| 5 | Amazon Com Inc | 13.6K | $3.14M | 3.6% | +87 | Added |
| 6 | Profesionally Managed Portfo | 42.8K | $2.81M | 3.2% | +42.8K | New |
| 7 | New York Life Investments Et | 84.3K | $2.74M | 3.1% | +2.0K | Added |
| 8 | Meta Platforms Inc | 3.7K | $2.42M | 2.8% | +38 | Added |
| 9 | Invesco Exchange Traded Fd T | 22.5K | $2.31M | 2.6% | +434 | Added |
| 10 | Microsoft Corp | 4.5K | $2.19M | 2.5% | +72 | Added |
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