Lehi, UTCIK 20831491 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sofi Technologies Inc | 947.4K | $22.24M | 21.8% | +947.4K | New Position |
| 2 | Fidelity Merrimack Str Tr | 217.4K | $10.01M | 9.8% | +217.4K | New Position |
| 3 | Rbb Fund Trust | 217.1K | $9.99M | 9.8% | +217.1K | New Position |
| 4 |
| Citigroup Inc |
| 56.2K |
| $6.55M |
| 6.4% |
| +56.2K |
| New Position |
| 5 | Bank America Corp | 103.7K | $5.71M | 5.6% | +103.7K | New Position |
| 6 | Vanguard Index Fds | 15.0K | $5.02M | 4.9% | +15.0K | New Position |
| 7 | Ishares Tr | 90.7K | $4.30M | 4.2% | +90.7K | New Position |
| 8 | Apple Inc | 14.2K | $3.86M | 3.8% | +14.2K | New Position |
| 9 | Alphabet Inc | 6.4K | $2.01M | 2.0% | +6.4K | New Position |
| 10 | Amazon Com Inc | 8.0K | $1.84M | 1.8% | +8.0K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio