Fort Myers, FLCIK 20398504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
150 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 84.5K | $15.77M | 5.3% | −72 | Reduced |
| 2 | Apple Inc | 58.0K | $15.76M | 5.3% | −4.2K | Reduced |
| 3 | Microsoft Corp | 29.7K | $14.36M | 4.9% | +3.0K | Added |
| 4 | Amazon Com Inc |
| 35.8K |
| $8.26M |
| 2.8% |
| −616 |
| Reduced |
| 5 | Alphabet Inc | 21.9K | $6.87M | 2.3% | −6.2K | Reduced |
| 6 | Ishares Tr | 75.6K | $6.77M | 2.3% | −856 | Reduced |
| 7 | Meta Platforms Inc | 8.6K | $5.64M | 1.9% | −622 | Reduced |
| 8 | Broadcom Inc | 16.2K | $5.61M | 1.9% | −2.7K | Reduced |
| 9 | American Centy ETF Tr | 79.9K | $5.10M | 1.7% | −2.1K | Reduced |
| 10 | Jpmorgan Chase & Co. | 15.2K | $4.90M | 1.7% | +372 | Added |
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