Marlton, NJCIK 21114031 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
361 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 163.0K | $44.32M | 7.5% | +163.0K | New Position |
| 2 | Nvidia Corporation | 149.2K | $27.82M | 4.7% | +149.2K | New Position |
| 3 | Vanguard Index Fds | 45.1K | $21.98M | 3.7% | +45.1K | New Position |
| 4 |
| 77.3K |
| $17.84M |
| 3.0% |
| +77.3K |
| New Position |
| 5 | Alphabet Inc | 56.5K | $17.68M | 3.0% | +56.5K | New Position |
| 6 | Microsoft Corp | 32.2K | $15.57M | 2.6% | +32.2K | New Position |
| 7 | Spdr Series Trust | 261.9K | $14.88M | 2.5% | +261.9K | New Position |
| 8 | Ishares Tr | 125.1K | $12.03M | 2.0% | +125.1K | New Position |
| 9 | Jpmorgan Chase & Co. | 35.8K | $11.54M | 1.9% | +35.8K | New Position |
| 10 | Vanguard Intl Equity Index F | 75.7K | $10.69M | 1.8% | +75.7K | New Position |
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