Bethesda, MDCIK 20340734 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 53.3K | $14.50M | 7.8% | −375 | Reduced |
| 2 | Spdr Series Trust | 140.9K | $13.98M | 7.5% | +47.7K | Added |
| 3 | Alphabet Inc | 23.6K | $7.40M | 4.0% | +895 | Added |
| 4 | Alphabet Inc |
| 23.6K |
| $7.38M |
| 4.0% |
| −119 |
| Reduced |
| 5 | Texas Pacific Land Corporati | 21.9K | $6.29M | 3.4% | +15.0K | Added |
| 6 | Johnson & Johnson | 25.3K | $5.23M | 2.8% | +844 | Added |
| 7 | Cme Group Inc | 17.4K | $4.76M | 2.6% | +1.3K | Added |
| 8 | Altria Group Inc | 77.7K | $4.56M | 2.5% | +6.0K | Added |
| 9 | J P Morgan Exchange Traded F | 81.0K | $4.11M | 2.2% | +11.6K | Added |
| 10 | Abbvie Inc | 17.6K | $4.02M | 2.2% | −62 | Reduced |
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