Birmingham, ALCIK 20169724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 96.8K | $47.22M | 20.2% | +2.9K | Added |
| 2 | Vanguard Index Fds | 215.0K | $41.05M | 17.6% | +8.2K | Added |
| 3 | Ishares Tr | 408.6K | $20.67M | 8.9% | +27.2K | Added |
| 4 | Cintas Corp |
| 104.9K |
| $19.73M |
| 8.5% |
| −28 |
| Reduced |
| 5 | Pimco ETF Tr | 152.9K | $15.34M | 6.6% | −47.9K | Reduced |
| 6 | Vanguard Index Fds | 29.7K | $6.29M | 2.7% | +1.8K | Added |
| 7 | Apple Inc | 21.4K | $5.81M | 2.5% | −746 | Reduced |
| 8 | Vanguard Index Fds | 19.1K | $5.76M | 2.5% | +1.1K | Added |
| 9 | Dimensional ETF Trust | 100.9K | $4.86M | 2.1% | +100.9K | New |
| 10 | Vanguard Specialized Funds | 18.8K | $4.13M | 1.8% | +7 | Added |
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