Kalispell, MTCIK 21010061 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 169.8K | $20.67M | 17.4% | +169.8K | New Position |
| 2 | Spdr Series Trust | 504.1K | $17.04M | 14.4% | +504.1K | New Position |
| 3 | Spdr Series Trust | 363.9K | $10.50M | 8.8% | +363.9K | New Position |
| 4 |
| Capital Group Dividend Value |
| 133.4K |
| $5.82M |
| 4.9% |
| +133.4K |
| New Position |
| 5 | Ishares Tr | 9.3K | $4.39M | 3.7% | +9.3K | New Position |
| 6 | Pgim ETF Tr | 68.8K | $3.41M | 2.9% | +68.8K | New Position |
| 7 | Pgim ETF Tr | 65.6K | $3.36M | 2.8% | +65.6K | New Position |
| 8 | J P Morgan Exchange Traded F | 56.6K | $2.88M | 2.4% | +56.6K | New Position |
| 9 | Blackrock ETF Trust II | 122.8K | $2.73M | 2.3% | +122.8K | New Position |
| 10 | Ishares Tr | 43.3K | $2.69M | 2.3% | +43.3K | New Position |
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