Boca Raton, FLCIK 20177354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 501.5K | $72.20M | 26.4% | +251.2K | Added |
| 2 | Select Sector Spdr Tr | 530.0K | $29.03M | 10.6% | +2.1K | Added |
| 3 | Select Sector Spdr Tr | 204.5K | $24.07M | 8.8% | +1.4K | Added |
| 4 | Select Sector Spdr Tr |
| 196.6K |
| $23.47M |
| 8.6% |
| +99.4K |
| Added |
| 5 | Select Sector Spdr Tr | 133.1K | $20.60M | 7.5% | +10.5K | Added |
| 6 | J P Morgan Exchange Traded F | 399.0K | $20.19M | 7.4% | −12.6K | Reduced |
| 7 | Select Sector Spdr Tr | 110.6K | $17.16M | 6.3% | −5.7K | Reduced |
| 8 | Select Sector Spdr Tr | 124.4K | $9.66M | 3.5% | −4.3K | Reduced |
| 9 | Vanguard Scottsdale Fds | 115.0K | $9.17M | 3.4% | +4.1K | Added |
| 10 | Listed Fds Tr | 139.0K | $9.17M | 3.4% | −1.5K | Reduced |
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