Edina, MNCIK 20607655 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
119 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 176.6K | $45.60M | 6.9% | −45 | Reduced |
| 2 | Alphabet Inc | 109.8K | $36.55M | 5.6% | +960 | Added |
| 3 | Microsoft Corp | 80.0K | $36.52M | 5.6% | +1.1K | Added |
| 4 | Broadcom Inc |
| 106.3K |
| $36.46M |
| 5.6% |
| −171 |
| Reduced |
| 5 | Eli Lilly & Co | 34.9K | $36.09M | 5.5% | −359 | Reduced |
| 6 | Ishares Tr | 259.7K | $25.01M | 3.8% | +127.9K | Added |
| 7 | Goldman Sachs Group Inc | 23.2K | $22.66M | 3.5% | +260 | Added |
| 8 | Jpmorgan Chase & Co. | 71.4K | $22.08M | 3.4% | +1.1K | Added |
| 9 | Nvidia Corporation | 117.5K | $21.99M | 3.3% | +2.1K | Added |
| 10 | Unitedhealth Group Inc | 63.2K | $21.43M | 3.3% | −742 | Reduced |
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