Loveland, COCIK 20804271 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 30.7K | $20.95M | 14.9% | +30.7K | New Position |
| 2 | Ishares Tr | 233.4K | $9.65M | 6.9% | +233.4K | New Position |
| 3 | Ishares Tr | 119.2K | $7.86M | 5.6% | +119.2K | New Position |
| 4 | Invesco Qqq Tr |
| 11.6K |
| $7.10M |
| 5.1% |
| +11.6K |
| New Position |
| 5 | Spdr Series Trust | 244.8K | $6.20M | 4.4% | +244.8K | New Position |
| 6 | Ishares Tr | 8.6K | $5.91M | 4.2% | +8.6K | New Position |
| 7 | Fidelity Merrimack Str Tr | 109.0K | $5.48M | 3.9% | +109.0K | New Position |
| 8 | Schwab Strategic Tr | 151.8K | $5.47M | 3.9% | +151.8K | New Position |
| 9 | Ishares Tr | 43.6K | $5.24M | 3.7% | +43.6K | New Position |
| 10 | Invesco Exch Traded Fd Tr II | 40.3K | $4.81M | 3.4% | +40.3K | New Position |
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