Sugar Land, TXCIK 20542784 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
262 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 16.2K | $11.07M | 9.1% | −67 | Reduced |
| 2 | Microsoft Corp | 16.8K | $8.10M | 6.6% | +190 | Added |
| 3 | Spdr Dow Jones Indl Average | 15.4K | $7.38M | 6.0% | 0 | Held |
| 4 | Neos ETF Trust |
| 119.5K |
| $6.28M |
| 5.1% |
| +21.2K |
| Added |
| 5 | Neos ETF Trust | 114.5K | $6.16M | 5.0% | +14.9K | Added |
| 6 | Apple Inc | 20.9K | $5.67M | 4.6% | +230 | Added |
| 7 | Jpmorgan Chase & Co. | 16.3K | $5.26M | 4.3% | +1.0K | Added |
| 8 | Eaton Vance Enhanced Equity | 158.6K | $3.71M | 3.0% | −2.1K | Reduced |
| 9 | Nvidia Corporation | 16.8K | $3.13M | 2.6% | +820 | Added |
| 10 | Spdr S&P 500 ETF Tr | 3.9K | $2.65M | 2.2% | 0 | Held |
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