West Conshohocken, PACIK 20653311 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 61.0K | $10.84M | 10.9% | +61.0K | New Position |
| 2 | Select Sector Spdr Tr | 67.0K | $9.65M | 9.7% | +67.0K | New Position |
| 3 | Citigroup Inc | 74.0K | $8.64M | 8.7% | +74.0K | New Position |
| 4 |
| 23.0K |
| $8.28M |
| 8.3% |
| +23.0K |
| New Position |
| 5 | American Express Co | 20.0K | $7.40M | 7.4% | +20.0K | New Position |
| 6 | Applovin Corp | 10.5K | $7.08M | 7.1% | +10.5K | New Position |
| 7 | Goldman Sachs Group Inc | 7.5K | $6.59M | 6.6% | +7.5K | New Position |
| 8 | Robinhood Mkts Inc | 58.0K | $6.56M | 6.6% | +58.0K | New Position |
| 9 | Carvana Co | 14.5K | $6.12M | 6.2% | +14.5K | New Position |
| 10 | Wayfair Inc | 49.0K | $4.92M | 4.9% | +49.0K | New Position |
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