Phoenix, AZCIK 20457924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Loews Corp | 2.7K | $287.8K | 1.8% | 0 | Held |
| 2 | Hartford Insurance Group Inc | 2.1K | $285.7K | 1.8% | 0 | Held |
| 3 | Atmos Energy Corp | 1.7K | $281.3K | 1.8% | 0 | Held |
| 4 | Norfolk Southn Corp |
| 973 |
| $280.9K |
| 1.8% |
| 0 |
| Held |
| 5 | L3harris Technologies Inc | 939 | $275.7K | 1.8% | 0 | Held |
| 6 | General Dynamics Corp | 799 | $269.0K | 1.7% | 0 | Held |
| 7 | Nasdaq Inc | 2.8K | $267.4K | 1.7% | 0 | Held |
| 8 | Willis Towers Watson PLC Ltd | 782 | $257.0K | 1.6% | 0 | Held |
| 9 | Aflac Inc | 2.3K | $253.8K | 1.6% | 0 | Held |
| 10 | Ppl Corp | 7.2K | $253.8K | 1.6% | 0 | Held |
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