Sandy, UTCIK 20212324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
910 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 302.7K | $209.34M | 6.6% | +43.1K | Added |
| 2 | Nvidia Corporation | 1.12M | $208.95M | 6.6% | +49.7K | Added |
| 3 | Invesco Qqq Tr | 171.1K | $106.33M | 3.4% | +7.4K | Added |
| 4 | Invesco Exch Traded Fd Tr II |
| 4.32M |
| $91.02M |
| 2.9% |
| +42.8K |
| Added |
| 5 | Apple Inc | 354.6K | $90.62M | 2.9% | +23.6K | Added |
| 6 | Spdr Gold Tr | 198.1K | $83.45M | 2.6% | +1.3K | Added |
| 7 | Amazon Com Inc | 262.9K | $62.87M | 2.0% | −5.2K | Reduced |
| 8 | Alphabet Inc | 183.0K | $60.38M | 1.9% | −11.1K | Reduced |
| 9 | Microsoft Corp | 108.0K | $49.67M | 1.6% | −13.0K | Reduced |
| 10 | Broadcom Inc | 138.1K | $48.59M | 1.5% | +5.8K | Added |
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