Houston, TXCIK 20978561 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Darden Restaurants Inc | 159.4K | $29.33M | 6.8% | +159.4K | New Position |
| 2 | Exxon Mobil Corp | 238.7K | $28.73M | 6.7% | +238.7K | New Position |
| 3 | General Mls Inc | 537.2K | $24.98M | 5.8% | +537.2K | New Position |
| 4 |
| 80.7K |
| $21.95M |
| 5.1% |
| +80.7K |
| New Position |
| 5 | Microsoft Corp | 39.9K | $19.29M | 4.5% | +39.9K | New Position |
| 6 | Jpmorgan Chase & Co. | 54.7K | $17.62M | 4.1% | +54.7K | New Position |
| 7 | Broadcom Inc | 49.8K | $17.24M | 4.0% | +49.8K | New Position |
| 8 | Amplify ETF Tr | 368.4K | $16.39M | 3.8% | +368.4K | New Position |
| 9 | Walmart Inc | 120.0K | $13.37M | 3.1% | +120.0K | New Position |
| 10 | Eaton Corp PLC | 34.4K | $10.96M | 2.5% | +34.4K | New Position |
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