Boulder, COCIK 20419434 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
857 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 56.8K | $15.44M | 9.1% | −180 | Reduced |
| 2 | Nvidia Corporation | 80.8K | $15.07M | 8.9% | 0 | Held |
| 3 | Microsoft Corp | 17.3K | $8.38M | 4.9% | +1.6K | Added |
| 4 | Berkshire Hathaway Inc Del |
| 10.7K |
| $5.36M |
| 3.2% |
| −125 |
| Reduced |
| 5 | Oracle Corp | 21.6K | $4.21M | 2.5% | +1.5K | Added |
| 6 | Alphabet Inc | 12.7K | $3.97M | 2.3% | −456 | Reduced |
| 7 | Jpmorgan Chase & Co. | 11.3K | $3.64M | 2.1% | −58 | Reduced |
| 8 | Ishares Tr | 22.8K | $3.21M | 1.9% | +1.6K | Added |
| 9 | Ishares Tr | 38.4K | $3.16M | 1.9% | +2.2K | Added |
| 10 | Raymond James Finl Inc | 19.0K | $3.05M | 1.8% | −496 | Reduced |
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