Clinton, MSCIK 20630747 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 74.3K | $7.32M | 5.5% | +1.9K | Added |
| 2 | Nvidia Corporation | 33.2K | $6.19M | 4.6% | +3.1K | Added |
| 3 | Apple Inc | 20.4K | $5.56M | 4.1% | +225 | Added |
| 4 | Capital Group Dividend Value |
| 125.7K |
| $5.49M |
| 4.1% |
| +16.5K |
| Added |
| 5 | Invesco Exchange Traded Fd T | 50.7K | $5.19M | 3.9% | −344 | Reduced |
| 6 | Ishares Tr | 101.9K | $4.83M | 3.6% | +3.5K | Added |
| 7 | Microsoft Corp | 8.8K | $4.25M | 3.2% | +88 | Added |
| 8 | Invesco Exch Traded Fd Tr II | 33.2K | $3.96M | 3.0% | +5.5K | Added |
| 9 | Fidelity Merrimack Str Tr | 64.4K | $2.96M | 2.2% | +480 | Added |
| 10 | Capital Group Core Balanced | 73.0K | $2.58M | 1.9% | +3.6K | Added |
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