Mequon, WICIK 20516134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 478.6K | $89.26M | 42.5% | −3.6K | Reduced |
| 2 | Palantir Technologies Inc | 148.4K | $26.39M | 12.6% | −3.3K | Reduced |
| 3 | Intuitive Surgical Inc | 24.0K | $13.60M | 6.5% | +9.5K | Added |
| 4 | Invesco Qqq Tr |
| 13.8K |
| $8.46M |
| 4.0% |
| +21 |
| Added |
| 5 | Bwx Technologies Inc | 39.2K | $6.78M | 3.2% | +2.3K | Added |
| 6 | Vanguard Index Fds | 23.5K | $6.57M | 3.1% | −99 | Reduced |
| 7 | Netflix Inc | 58.8K | $5.51M | 2.6% | +53.5K | Added |
| 8 | Vanguard Admiral Fds Inc | 41.0K | $4.97M | 2.4% | −597 | Reduced |
| 9 | Vertiv Holdings Co | 28.8K | $4.66M | 2.2% | −7.7K | Reduced |
| 10 | Dell Technologies Inc | 32.3K | $4.07M | 1.9% | −1.4K | Reduced |
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