Scottsdale, AZCIK 20487334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Philip Morris Intl Inc | 44.1K | $7.07M | 5.9% | +16 | Added |
| 2 | Mastercard Incorporated | 12.4K | $7.07M | 5.9% | −60 | Reduced |
| 3 | Walmart Inc | 63.4K | $7.06M | 5.9% | −850 | Reduced |
| 4 | Alphabet Inc |
| 22.1K |
| $6.94M |
| 5.8% |
| −1.0K |
| Reduced |
| 5 | Wells Fargo Co New | 70.2K | $6.54M | 5.5% | −50 | Reduced |
| 6 | Travelers Companies Inc | 20.3K | $5.89M | 4.9% | −25 | Reduced |
| 7 | Apple Inc | 21.6K | $5.87M | 4.9% | −95 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 11.3K | $5.67M | 4.7% | −10 | Reduced |
| 9 | Johnson & Johnson | 26.3K | $5.43M | 4.6% | −45 | Reduced |
| 10 | Thermo Fisher Scientific Inc | 9.1K | $5.30M | 4.4% | −190 | Reduced |
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