Pittsford, NYCIK 20544764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
109 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 19.6K | $13.41M | 11.3% | +1.9K | Added |
| 2 | Ishares Tr | 27.0K | $10.43M | 8.8% | +3.0K | Added |
| 3 | Invesco Qqq Tr | 10.8K | $6.63M | 5.6% | +872 | Added |
| 4 | Broadstone Net Lease Inc |
| 252.6K |
| $4.39M |
| 3.7% |
| −47.0K |
| Reduced |
| 5 | Ishares Tr | 32.5K | $3.91M | 3.3% | +4.7K | Added |
| 6 | Vanguard Specialized Funds | 17.1K | $3.76M | 3.2% | −163 | Reduced |
| 7 | Pacer Fds Tr | 60.0K | $3.61M | 3.0% | +2.7K | Added |
| 8 | Spdr Series Trust | 57.2K | $3.31M | 2.8% | +10.2K | Added |
| 9 | Berkshire Hathaway Inc Del | 6.2K | $3.10M | 2.6% | −67 | Reduced |
| 10 | Ishares Tr | 47.9K | $2.73M | 2.3% | +11.7K | Added |
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