Bozeman, MTCIK 21101061 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 353.8K | $35.52M | 24.3% | +353.8K | New Position |
| 2 | Ishares Tr | 139.4K | $27.67M | 19.0% | +139.4K | New Position |
| 3 | Ishares Tr | 377.9K | $17.18M | 11.8% | +377.9K | New Position |
| 4 | Ishares Tr |
| 72.3K |
| $15.21M |
| 10.4% |
| +72.3K |
| New Position |
| 5 | Ishares Tr | 32.1K | $15.21M | 10.4% | +32.1K | New Position |
| 6 | Ishares Tr | 97.2K | $8.69M | 6.0% | +97.2K | New Position |
| 7 | Spdr S&P 500 ETF Tr | 8.9K | $6.06M | 4.1% | +8.9K | New Position |
| 8 | Tesla Inc | 7.9K | $3.55M | 2.4% | +7.9K | New Position |
| 9 | Vanguard Specialized Funds | 9.9K | $2.18M | 1.5% | +9.9K | New Position |
| 10 | Spdr S&P Midcap 400 ETF Tr | 2.9K | $1.77M | 1.2% | +2.9K | New Position |
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