Burr Ridge, ILCIK 20566764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
142 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 77.9K | $4.46M | 3.9% | +785 | Added |
| 2 | Northern Lts Fd Tr IV | 142.5K | $4.37M | 3.8% | +1.1K | Added |
| 3 | Nvidia Corporation | 20.1K | $3.75M | 3.2% | +866 | Added |
| 4 | J P Morgan Exchange Traded F |
| 53.3K |
| $3.10M |
| 2.7% |
| +256 |
| Added |
| 5 | Vanguard Scottsdale Fds | 52.7K | $3.09M | 2.7% | −206 | Reduced |
| 6 | Apple Inc | 10.7K | $2.90M | 2.5% | −922 | Reduced |
| 7 | Vanguard Scottsdale Fds | 33.1K | $2.78M | 2.4% | −31 | Reduced |
| 8 | Microsoft Corp | 5.4K | $2.61M | 2.3% | +663 | Added |
| 9 | Vanguard Scottsdale Fds | 31.2K | $2.49M | 2.2% | +420 | Added |
| 10 | Ishares Tr | 101.7K | $2.34M | 2.0% | −2.0K | Reduced |
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