Middleburg Heights, OHCIK 20566914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
604 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 56.1K | $15.26M | 5.6% | −326 | Reduced |
| 2 | Spdr Series Trust | 180.0K | $14.85M | 5.4% | +2.1K | Added |
| 3 | Select Sector Spdr Tr | 96.1K | $13.84M | 5.0% | +47.8K | Added |
| 4 | Janus Detroit Str Tr |
| 264.6K |
| $12.09M |
| 4.4% |
| +8.1K |
| Added |
| 5 | Nvidia Corporation | 50.8K | $9.47M | 3.5% | +2.7K | Added |
| 6 | Spdr Series Trust | 319.1K | $9.20M | 3.4% | +5.2K | Added |
| 7 | Spdr Dow Jones Indl Average | 18.6K | $8.95M | 3.3% | +240 | Added |
| 8 | Vanguard Index Fds | 14.1K | $6.88M | 2.5% | −73 | Reduced |
| 9 | Amazon Com Inc | 28.8K | $6.64M | 2.4% | +150 | Added |
| 10 | Spdr Index Shs Fds | 146.5K | $6.51M | 2.4% | +954 | Added |
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