Bellaire, TXCIK 20818473 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
275 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 6.3K | $3.96M | 3.0% | +1.1K | Added |
| 2 | Apple Inc | 13.6K | $3.69M | 2.8% | −341 | Reduced |
| 3 | Kla Corp | 3.0K | $3.67M | 2.8% | −71 | Reduced |
| 4 | Caterpillar Inc |
| 5.9K |
| $3.36M |
| 2.5% |
| −524 |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 6.6K | $3.31M | 2.5% | +77 | Added |
| 6 | Nvidia Corporation | 16.8K | $3.13M | 2.4% | −190 | Reduced |
| 7 | Oracle Corp | 11.6K | $2.26M | 1.7% | +125 | Added |
| 8 | Alphabet Inc | 6.5K | $2.04M | 1.5% | −20 | Reduced |
| 9 | Walmart Inc | 17.6K | $1.96M | 1.5% | −485 | Reduced |
| 10 | Rtx Corporation | 10.2K | $1.88M | 1.4% | +184 | Added |
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