Troy, MICIK 21113771 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
261 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | 98.0K | $16.78M | 8.6% | +98.0K | New Position |
| 2 | Vanguard Specialized Funds | 41.4K | $9.11M | 4.6% | +41.4K | New Position |
| 3 | Microsoft Corp | 18.2K | $8.78M | 4.5% | +18.2K | New Position |
| 4 |
| 102.9K |
| $8.61M |
| 4.4% |
| +102.9K |
| New Position |
| 5 | Asml Holding N V | 7.3K | $7.86M | 4.0% | +7.3K | New Position |
| 6 | Costco Whsl Corp New | 7.6K | $6.56M | 3.4% | +7.6K | New Position |
| 7 | Deere & Co | 10.8K | $5.01M | 2.6% | +10.8K | New Position |
| 8 | Berkshire Hathaway Inc Del | 9.7K | $4.86M | 2.5% | +9.7K | New Position |
| 9 | Eli Lilly & Co | 3.8K | $4.12M | 2.1% | +3.8K | New Position |
| 10 | Aon PLC | 10.8K | $3.82M | 2.0% | +10.8K | New Position |
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