Pikesville, MDCIK 21120811 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
121 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vertiv Holdings Co | 73.1K | $18.16M | 16.1% | +73.1K | New Position |
| 2 | Ishares Tr | 14.5K | $10.08M | 8.9% | +14.5K | New Position |
| 3 | Schwab Strategic Tr | 103.8K | $2.83M | 2.5% | +103.8K | New Position |
| 4 |
| 4.5K |
| $2.76M |
| 2.4% |
| +4.5K |
| New Position |
| 5 | Schwab Strategic Tr | 87.9K | $2.71M | 2.4% | +87.9K | New Position |
| 6 | Parker-Hannifin Corp | 2.5K | $2.45M | 2.2% | +2.5K | New Position |
| 7 | Columbia ETF Tr I | 54.9K | $2.27M | 2.0% | +54.9K | New Position |
| 8 | Composecure Inc | 87.7K | $2.19M | 1.9% | +87.7K | New Position |
| 9 | Apple Inc | 7.9K | $2.18M | 1.9% | +7.9K | New Position |
| 10 | Microsoft Corp | 5.3K | $2.16M | 1.9% | +5.3K | New Position |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio