Phoenix, AZCIK 20468224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 7.8K | $8.36M | 5.0% | +7.8K | New |
| 2 | Ishares Tr | 92.7K | $8.08M | 4.8% | +29.2K | Added |
| 3 | Ishares Tr | 74.9K | $7.20M | 4.3% | +52.6K | Added |
| 4 | Nvidia Corporation |
| 32.5K |
| $6.05M |
| 3.6% |
| +1.4K |
| Added |
| 5 | Pimco ETF Tr | 224.9K | $6.00M | 3.6% | +42.4K | Added |
| 6 | Broadcom Inc | 16.5K | $5.71M | 3.4% | −110 | Reduced |
| 7 | Rocket Lab Corp | 81.4K | $5.68M | 3.4% | −7.4K | Reduced |
| 8 | Spdr Series Trust | 97.8K | $5.55M | 3.3% | +4.1K | Added |
| 9 | Ge Vernova Inc | 8.2K | $5.34M | 3.2% | +8.2K | New |
| 10 | Ge Aerospace | 14.8K | $4.57M | 2.7% | −2.5K | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio