Tulsa, OKCIK 20566504 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 | Ishares Tr | 123.2K | $11.02M | 11.4% | +1.6K | Added |
| 2 | Select Sector Spdr Tr | 43.2K | $6.23M | 6.4% | +21.2K | Added |
| 3 | Ishares Inc | 74.8K | $5.03M | 5.2% | +366 | Added |
| 4 | Select Sector Spdr Tr |
| 27.1K |
| $4.19M |
| 4.3% |
| −1.1K |
| Reduced |
| 5 | Ishares Tr | 33.5K | $3.15M | 3.3% | −2.9K | Reduced |
| 6 | Vanguard Bd Index Fds | 38.6K | $2.86M | 3.0% | −329 | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 4.1K | $2.78M | 2.9% | −307 | Reduced |
| 8 | Select Sector Spdr Tr | 50.3K | $2.75M | 2.8% | +3.8K | Added |
| 9 | Ishares Tr | 13.3K | $2.64M | 2.7% | −1.3K | Reduced |
| 10 | Schwab Strategic Tr | 94.6K | $2.60M | 2.7% | −11.7K | Reduced |
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