Wellesley, MACIK 20332324 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 49.8K | $30.57M | 10.0% | −332 | Reduced |
| 2 | Select Sector Spdr Tr | 194.2K | $27.96M | 9.1% | +96.2K | Added |
| 3 | Parnassus Core Equity In | 296.3K | $16.56M | 5.4% | +35.3K | Added |
| 4 | Alphabet Inc |
| 50.3K |
| $15.74M |
| 5.1% |
| −1.8K |
| Reduced |
| 5 | Schwab Prime Advantage M | 15.61M | $15.61M | 5.1% | +8.99M | Added |
| 6 | T. Rowe Price Capital Appreciation I | 434.0K | $15.51M | 5.1% | +29.6K | Added |
| 7 | Eli Lilly & Co | 12.7K | $13.63M | 4.4% | −366 | Reduced |
| 8 | Apple Inc | 47.8K | $12.98M | 4.2% | −1.0K | Reduced |
| 9 | Jensen Quality Growth I | 290.2K | $12.70M | 4.1% | +45.3K | Added |
| 10 | Vanguard Dividend Growth Fund Inv | 333.5K | $10.96M | 3.6% | +24.0K | Added |
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