Edina, MNCIK 20367695 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 92.5K | $17.25M | 5.4% | 0 | Held |
| 2 | Apple Inc | 47.5K | $12.91M | 4.0% | +7.5K | Added |
| 3 | Microsoft Corp | 26.5K | $12.82M | 4.0% | +13.0K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 40.0K |
| $12.16M |
| 3.8% |
| +5.0K |
| Added |
| 5 | Broadcom Inc | 35.0K | $12.11M | 3.8% | −3.0K | Reduced |
| 6 | Alphabet Inc | 35.5K | $11.11M | 3.5% | 0 | Held |
| 7 | Asml Holding N V | 9.8K | $10.43M | 3.2% | 0 | Held |
| 8 | Heico Corp New | 28.8K | $9.30M | 2.9% | 0 | Held |
| 9 | Amazon Com Inc | 39.0K | $9.00M | 2.8% | 0 | Held |
| 10 | Amphenol Corp New | 62.5K | $8.45M | 2.6% | 0 | Held |
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