Dallas, TXCIK 20351442 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 30.8K | $8.36M | 5.5% | +2.1K | Added |
| 2 | Alphabet Inc | 25.3K | $7.90M | 5.2% | −1.6K | Reduced |
| 3 | Microsoft Corp | 14.9K | $7.22M | 4.7% | +483 | Added |
| 4 | Ishares Tr |
| 63.9K |
| $6.84M |
| 4.5% |
| +6.4K |
| Added |
| 5 | Ishares Tr | 70.6K | $6.78M | 4.4% | +7.7K | Added |
| 6 | Amazon Com Inc | 23.7K | $5.46M | 3.6% | +665 | Added |
| 7 | Nvidia Corporation | 26.9K | $5.02M | 3.3% | +3.5K | Added |
| 8 | Ishares Tr | 34.8K | $3.71M | 2.4% | +4.2K | Added |
| 9 | Jpmorgan Chase & Co. | 11.3K | $3.66M | 2.4% | −4 | Reduced |
| 10 | Ishares Tr | 52.0K | $3.43M | 2.2% | +6.8K | Added |
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