Beverly, MACIK 21109941 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
146 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 192.1K | $9.72M | 4.5% | +192.1K | New Position |
| 2 | Seacoast Bkg Corp Fla | 279.3K | $8.78M | 4.1% | +279.3K | New Position |
| 3 | Apple Inc | 29.7K | $8.07M | 3.7% | +29.7K | New Position |
| 4 |
| 15.4K |
| $7.76M |
| 3.6% |
| +15.4K |
| New Position |
| 5 | J P Morgan Exchange Traded F | 110.1K | $7.31M | 3.4% | +110.1K | New Position |
| 6 | Spdr Gold Tr | 17.2K | $6.82M | 3.1% | +17.2K | New Position |
| 7 | Invesco Exchange Traded Fd T | 34.8K | $6.68M | 3.1% | +34.8K | New Position |
| 8 | Ishares Tr | 9.0K | $6.17M | 2.8% | +9.0K | New Position |
| 9 | Vanguard Index Fds | 12.2K | $5.97M | 2.8% | +12.2K | New Position |
| 10 | Amazon Com Inc | 24.6K | $5.67M | 2.6% | +24.6K | New Position |
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