Bratenahl, OHCIK 20526574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
81 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 35.8K | $24.41M | 13.9% | +4.7K | Added |
| 2 | Nvidia Corporation | 119.7K | $22.33M | 12.7% | −6.0K | Reduced |
| 3 | Microsoft Corp | 25.9K | $12.54M | 7.1% | −199 | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 23.2K |
| $11.67M |
| 6.6% |
| −123 |
| Reduced |
| 5 | Visa Inc | 28.1K | $9.85M | 5.6% | −114 | Reduced |
| 6 | Apple Inc | 35.8K | $9.74M | 5.5% | 0 | Held |
| 7 | Mastercard Incorporated | 11.9K | $6.81M | 3.9% | −330 | Reduced |
| 8 | Invesco Exchange Traded Fd T | 34.4K | $6.58M | 3.7% | +1.3K | Added |
| 9 | Alphabet Inc | 16.0K | $5.01M | 2.9% | 0 | Held |
| 10 | Amazon Com Inc | 20.7K | $4.78M | 2.7% | −130 | Reduced |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio