New York, NYCIK 20823991 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | S&P Global Inc | 47.5K | $24.80M | 4.6% | +47.5K | New Position |
| 2 | Blackrock Inc | 22.4K | $24.01M | 4.4% | +22.4K | New Position |
| 3 | Visa Inc | 65.8K | $23.07M | 4.3% | +65.8K | New Position |
| 4 | Msci Inc |
| 38.3K |
| $21.99M |
| 4.1% |
| +38.3K |
| New Position |
| 5 | Lpl Finl Hldgs Inc | 60.5K | $21.63M | 4.0% | +60.5K | New Position |
| 6 | Bank America Corp | 382.3K | $21.03M | 3.9% | +382.3K | New Position |
| 7 | Fifth Third Bancorp | 441.1K | $20.65M | 3.8% | +441.1K | New Position |
| 8 | Capital One Finl Corp | 77.9K | $18.87M | 3.5% | +77.9K | New Position |
| 9 | Voya Financial Inc | 246.1K | $18.33M | 3.4% | +246.1K | New Position |
| 10 | American Healthcare REIT Inc | 386.4K | $18.18M | 3.4% | +386.4K | New Position |
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