Lexington, MACIK 20418004 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | 88.4K | $19.44M | 10.8% | +69.9K | Added |
| 2 | Vanguard Malvern Fds | 268.8K | $13.29M | 7.4% | +74.8K | Added |
| 3 | Berkshire Hathaway Inc Del | 14.1K | $7.10M | 4.0% | +276 | Added |
| 4 | Ishares Tr |
| 93.7K |
| $7.01M |
| 3.9% |
| +78.4K |
| Added |
| 5 | Schwab Strategic Tr | 245.3K | $6.68M | 3.7% | +4.9K | Added |
| 6 | Vanguard Bd Index Fds | 68.4K | $5.07M | 2.8% | +1.3K | Added |
| 7 | Schwab Strategic Tr | 109.3K | $4.94M | 2.8% | +5.6K | Added |
| 8 | Wisdomtree Tr | 42.1K | $3.77M | 2.1% | −438 | Reduced |
| 9 | Dimensional ETF Trust | 112.4K | $3.66M | 2.0% | −2.5K | Reduced |
| 10 | Alphabet Inc | 11.7K | $3.65M | 2.0% | −429 | Reduced |
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