Dallas, TXCIK 20305424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 228.0K | $42.52M | 15.5% | −22.0K | Reduced |
| 2 | Eli Lilly & Co | 18.4K | $19.75M | 7.2% | +1.4K | Added |
| 3 | Microsoft Corp | 38.6K | $18.67M | 6.8% | −400 | Reduced |
| 4 | Meta Platforms Inc |
| 25.5K |
| $16.83M |
| 6.1% |
| −2.1K |
| Reduced |
| 5 | Ge Aerospace | 54.3K | $16.73M | 6.1% | +550 | Added |
| 6 | Berkshire Hathaway Inc Del | 29.6K | $14.85M | 5.4% | +12.0K | Added |
| 7 | Ge Vernova Inc | 21.2K | $13.86M | 5.0% | −2.2K | Reduced |
| 8 | Jpmorgan Chase & Co. | 37.8K | $12.16M | 4.4% | +3.5K | Added |
| 9 | Spdr S&P 500 ETF Tr | 17.3K | $11.78M | 4.3% | 0 | Held |
| 10 | Alphabet Inc | 36.2K | $11.36M | 4.1% | −700 | Reduced |
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