Shelbyville, INCIK 20509744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
104 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 13.3K | $9.05M | 6.2% | −1.1K | Reduced |
| 2 | Apple Inc | 32.1K | $8.72M | 6.0% | +13 | Added |
| 3 | Spdr Dow Jones Indl Average | 16.3K | $7.83M | 5.4% | +590 | Added |
| 4 | Spdr Index Shs Fds |
| 175.9K |
| $6.32M |
| 4.3% |
| +7.1K |
| Added |
| 5 | Vanguard Index Fds | 18.8K | $6.29M | 4.3% | −347 | Reduced |
| 6 | Spdr Series Trust | 93.4K | $5.41M | 3.7% | +2.6K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 19.9K | $5.05M | 3.5% | −51 | Reduced |
| 8 | Invesco Exchange Traded Fd T | 23.6K | $4.52M | 3.1% | +233 | Added |
| 9 | Ishares Tr | 6.4K | $4.38M | 3.0% | +1.4K | Added |
| 10 | Capital Group Core Balanced | 123.3K | $4.36M | 3.0% | +5.3K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio