Jacksonville, FLCIK 20546804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 53.2K | $14.46M | 13.0% | −1.1K | Reduced |
| 2 | Mastercard Incorporated | 15.6K | $8.89M | 8.0% | −411 | Reduced |
| 3 | Abbvie Inc | 35.9K | $8.21M | 7.4% | −467 | Reduced |
| 4 | Rli Corp |
| 99.9K |
| $6.39M |
| 5.7% |
| −2.9K |
| Reduced |
| 5 | Nvidia Corporation | 33.1K | $6.18M | 5.5% | +1.0K | Added |
| 6 | Alphabet Inc | 19.0K | $5.95M | 5.3% | −3.1K | Reduced |
| 7 | Amazon Com Inc | 25.1K | $5.79M | 5.2% | −733 | Reduced |
| 8 | Home Depot Inc | 14.8K | $5.09M | 4.6% | −1.9K | Reduced |
| 9 | Mcdonalds Corp | 15.6K | $4.77M | 4.3% | −467 | Reduced |
| 10 | Microsoft Corp | 8.7K | $4.21M | 3.8% | −328 | Reduced |
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