New York, NYCIK 20584555 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
132 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 21.2K | $14.45M | 5.3% | −466 | Reduced |
| 2 | Pimco ETF Tr | 256.1K | $13.25M | 4.9% | −10.8K | Reduced |
| 3 | Microsoft Corp | 20.8K | $10.06M | 3.7% | +4.3K | Added |
| 4 | Nvidia Corporation |
| 50.4K |
| $9.40M |
| 3.5% |
| +14.2K |
| Added |
| 5 | Ishares Tr | 86.5K | $8.68M | 3.2% | +31.6K | Added |
| 6 | Janus Detroit Str Tr | 169.6K | $8.58M | 3.2% | +47.4K | Added |
| 7 | Ishares Tr | 12.1K | $8.29M | 3.1% | −110 | Reduced |
| 8 | Alphabet Inc | 25.7K | $8.03M | 3.0% | +9.7K | Added |
| 9 | Apple Inc | 29.5K | $8.02M | 3.0% | +4.2K | Added |
| 10 | Schwab Strategic Tr | 266.9K | $7.07M | 2.6% | +35.1K | Added |
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