Dedham, MACIK 20161104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
114 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 42.1K | $20.37M | 9.5% | +99 | Added |
| 2 | Nvidia Corporation | 67.9K | $12.66M | 5.9% | +715 | Added |
| 3 | Apple Inc | 42.1K | $11.45M | 5.3% | −1.0K | Reduced |
| 4 | Eli Lilly & Co |
| 9.4K |
| $10.11M |
| 4.7% |
| −44 |
| Reduced |
| 5 | Spdr Gold Tr | 18.2K | $7.20M | 3.3% | +1.4K | Added |
| 6 | Amazon Com Inc | 27.5K | $6.34M | 2.9% | +1.5K | Added |
| 7 | Meta Platforms Inc | 9.4K | $6.21M | 2.9% | +1.1K | Added |
| 8 | Palantir Technologies Inc | 31.9K | $5.66M | 2.6% | −8.9K | Reduced |
| 9 | Palo Alto Networks Inc | 26.3K | $4.84M | 2.2% | +14.2K | Added |
| 10 | Amphenol Corp New | 33.7K | $4.56M | 2.1% | +689 | Added |
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