Roy, UTCIK 21098471 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 86.3K | $16.53M | 16.1% | +86.3K | New Position |
| 2 | Schwab Strategic Tr | 301.6K | $8.27M | 8.1% | +301.6K | New Position |
| 3 | Alphabet Inc | 23.3K | $7.28M | 7.1% | +23.3K | New Position |
| 4 |
| 19.7K |
| $6.81M |
| 6.6% |
| +19.7K |
| New Position |
| 5 | Profesionally Managed Portfo | 80.6K | $5.28M | 5.1% | +80.6K | New Position |
| 6 | Apple Inc | 16.0K | $4.35M | 4.2% | +16.0K | New Position |
| 7 | Amazon Com Inc | 15.9K | $3.66M | 3.6% | +15.9K | New Position |
| 8 | Corning Inc | 34.1K | $2.98M | 2.9% | +34.1K | New Position |
| 9 | Asml Holding N V | 2.6K | $2.78M | 2.7% | +2.6K | New Position |
| 10 | Thermo Fisher Scientific Inc | 4.7K | $2.74M | 2.7% | +4.7K | New Position |
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