Richmond, VACIK 20424934 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 | Apple Inc | 92.9K | $25.27M | 7.7% | −1.4K | Reduced |
| 2 | Arista Networks Inc | 135.0K | $17.68M | 5.4% | −2.3K | Reduced |
| 3 | Lam Research Corp | 93.9K | $16.07M | 4.9% | −1.4K | Reduced |
| 4 | Alphabet Inc |
| 42.3K |
| $13.23M |
| 4.0% |
| +586 |
| Added |
| 5 | Meta Platforms Inc | 20.0K | $13.22M | 4.0% | +195 | Added |
| 6 | Applied Matls Inc | 48.4K | $12.43M | 3.8% | +578 | Added |
| 7 | Ebay Inc. | 106.5K | $9.28M | 2.8% | −121 | Reduced |
| 8 | Fair Isaac Corp | 5.2K | $8.84M | 2.7% | −18 | Reduced |
| 9 | Armstrong World Inds Inc New | 43.9K | $8.39M | 2.5% | −326 | Reduced |
| 10 | Cisco Sys Inc | 106.9K | $8.24M | 2.5% | −112 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio