Birmingham, ALCIK 20558124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
180 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unified Ser Tr | 250.2K | $10.35M | 7.0% | +27.0K | Added |
| 2 | Unified Ser Tr | 437.6K | $10.08M | 6.8% | +63.7K | Added |
| 3 | Select Sector Spdr Tr | 134.8K | $6.03M | 4.1% | +79.9K | Added |
| 4 | Unified Ser Tr |
| 124.2K |
| $4.40M |
| 3.0% |
| −6.6K |
| Reduced |
| 5 | Microsoft Corp | 7.1K | $3.44M | 2.3% | +524 | Added |
| 6 | Dimensional ETF Trust | 86.7K | $3.43M | 2.3% | +199 | Added |
| 7 | Ishares Tr | 45.9K | $3.28M | 2.2% | +45.9K | New |
| 8 | Nvidia Corporation | 15.3K | $2.86M | 1.9% | +5.2K | Added |
| 9 | Unified Ser Tr | 77.4K | $2.83M | 1.9% | +13.3K | Added |
| 10 | Ishares Tr | 28.1K | $2.70M | 1.8% | +453 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio