Bradenton, FLCIK 20116684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 18.8K | $11.80M | 6.2% | +11 | Added |
| 2 | Vanguard Index Fds | 29.1K | $9.77M | 5.1% | +2.1K | Added |
| 3 | Huntington Ingalls Inds Inc | 15.4K | $5.24M | 2.8% | +78 | Added |
| 4 | Schwab Strategic Tr |
| 175.2K |
| $4.60M |
| 2.4% |
| −26.3K |
| Reduced |
| 5 | Lincoln Edl Svcs Corp | 186.0K | $4.49M | 2.4% | +1.8K | Added |
| 6 | Microsoft Corp | 9.1K | $4.41M | 2.3% | +44 | Added |
| 7 | Spdr S&P 500 ETF Tr | 6.2K | $4.20M | 2.2% | 0 | Held |
| 8 | Berkshire Hathaway Inc Del | 8.3K | $4.18M | 2.2% | −6 | Reduced |
| 9 | Chevron Corp New | 27.2K | $4.15M | 2.2% | −738 | Reduced |
| 10 | Kirby Corp | 35.4K | $3.90M | 2.1% | −82 | Reduced |
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