Beaverton, ORCIK 20483874 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 119.7K | $13.63M | 13.1% | +1.1K | Added |
| 2 | Vanguard Intl Equity Index F | 90.9K | $7.60M | 7.3% | +4.6K | Added |
| 3 | Blackstone Inc | 48.6K | $7.49M | 7.2% | +31 | Added |
| 4 | Vanguard Intl Equity Index F |
| 100.5K |
| $7.39M |
| 7.1% |
| +5.0K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 26.7K | $5.12M | 4.9% | −44 | Reduced |
| 6 | Starwood Ppty Tr Inc | 256.9K | $4.63M | 4.4% | +14.9K | Added |
| 7 | Microsoft Corp | 7.7K | $3.72M | 3.6% | −25 | Reduced |
| 8 | Alphabet Inc | 11.0K | $3.44M | 3.3% | −703 | Reduced |
| 9 | Calamos Conv Opportunities & | 309.5K | $3.24M | 3.1% | −7.1K | Reduced |
| 10 | Nvidia Corporation | 17.4K | $3.24M | 3.1% | −4.7K | Reduced |
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