Winter Park, FLCIK 21077401 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 32.6K | $8.85M | 8.2% | +32.6K | New Position |
| 2 | Nvidia Corporation | 43.2K | $8.07M | 7.5% | +43.2K | New Position |
| 3 | Microsoft Corp | 13.4K | $6.46M | 6.0% | +13.4K | New Position |
| 4 | Alphabet Inc |
| 17.2K |
| $5.40M |
| 5.0% |
| +17.2K |
| New Position |
| 5 | Amazon Com Inc | 18.1K | $4.17M | 3.9% | +18.1K | New Position |
| 6 | Dimensional ETF Trust | 97.1K | $3.35M | 3.1% | +97.1K | New Position |
| 7 | Alphabet Inc | 10.1K | $3.17M | 3.0% | +10.1K | New Position |
| 8 | Dimensional ETF Trust | 35.2K | $2.61M | 2.4% | +35.2K | New Position |
| 9 | Visa Inc | 7.0K | $2.45M | 2.3% | +7.0K | New Position |
| 10 | Jpmorgan Chase & Co. | 7.5K | $2.43M | 2.3% | +7.5K | New Position |
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