Scottsdale, AZCIK 20567664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 195.1K | $21.49M | 15.8% | −9.9K | Reduced |
| 2 | Microsoft Corp | 15.7K | $7.60M | 5.6% | 0 | Held |
| 3 | Berkshire Hathaway Inc Del | 11.5K | $5.81M | 4.3% | 0 | Held |
| 4 | Tjx Cos Inc New |
| 34.6K |
| $5.32M |
| 3.9% |
| 0 |
| Held |
| 5 | Ross Stores Inc | 27.1K | $4.88M | 3.6% | 0 | Held |
| 6 | Cummins Inc | 8.7K | $4.44M | 3.3% | 0 | Held |
| 7 | Apple Inc | 13.9K | $3.79M | 2.8% | 0 | Held |
| 8 | Spdr Series Trust | 38.9K | $3.56M | 2.6% | −17.4K | Reduced |
| 9 | Allegion PLC | 22.0K | $3.50M | 2.6% | 0 | Held |
| 10 | Alphabet Inc | 10.3K | $3.21M | 2.4% | −50 | Reduced |
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