Beaverton, ORCIK 20116334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
65 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 64.4K | $12.01M | 6.9% | −4.0K | Reduced |
| 2 | Alphabet Inc | 35.5K | $11.10M | 6.4% | −1.2K | Reduced |
| 3 | Broadcom Inc | 32.0K | $11.07M | 6.4% | −1.8K | Reduced |
| 4 | Eli Lilly & Co |
| 10.1K |
| $10.80M |
| 6.2% |
| −552 |
| Reduced |
| 5 | Apple Inc | 38.6K | $10.50M | 6.0% | −267 | Reduced |
| 6 | Taiwan Semiconductor Mfg Ltd | 26.4K | $8.02M | 4.6% | −213 | Reduced |
| 7 | Microsoft Corp | 15.8K | $7.66M | 4.4% | +392 | Added |
| 8 | Costco Whsl Corp New | 8.8K | $7.55M | 4.3% | +25 | Added |
| 9 | Amazon Com Inc | 32.1K | $7.40M | 4.2% | +648 | Added |
| 10 | Spdr Gold Tr | 16.3K | $6.45M | 3.7% | +594 | Added |
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