Pittsford, NYCIK 20543844 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
88 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rbb Fd Inc | 260.7K | $13.00M | 8.4% | +8.8K | Added |
| 2 | Alphabet Inc | 28.9K | $9.07M | 5.9% | +4.0K | Added |
| 3 | Janus Detroit Str Tr | 166.3K | $8.41M | 5.5% | +14.7K | Added |
| 4 | Ishares Tr |
| 165.6K |
| $8.36M |
| 5.4% |
| +14.3K |
| Added |
| 5 | Vanguard Index Fds | 10.8K | $6.78M | 4.4% | +947 | Added |
| 6 | Apple Inc | 24.6K | $6.70M | 4.3% | +217 | Added |
| 7 | Spdr S&P 500 ETF Tr | 7.2K | $4.88M | 3.2% | +457 | Added |
| 8 | Spdr Series Trust | 173.6K | $4.40M | 2.9% | +65.7K | Added |
| 9 | Microsoft Corp | 8.9K | $4.33M | 2.8% | +120 | Added |
| 10 | Broadcom Inc | 11.8K | $4.08M | 2.6% | −740 | Reduced |
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