Baltimore, MDCIK 22304 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.28M | $238.46M | 7.9% | −36.2K | Reduced |
| 2 | Apple Inc | 816.4K | $221.95M | 7.4% | −6.5K | Reduced |
| 3 | Microsoft Corp | 412.1K | $199.30M | 6.6% | −12.2K | Reduced |
| 4 | Alphabet Inc |
| 535.5K |
| $167.61M |
| 5.6% |
| +2.5K |
| Added |
| 5 | Amazon Com Inc | 549.5K | $126.84M | 4.2% | +26.8K | Added |
| 6 | Broadcom Inc | 265.2K | $91.79M | 3.1% | 0 | Held |
| 7 | Meta Platforms Inc | 114.6K | $75.65M | 2.5% | −8.9K | Reduced |
| 8 | Jpmorgan Chase & Co. | 206.9K | $66.66M | 2.2% | +3.0K | Added |
| 9 | Adam Nat Res Fd Inc | 2.57M | $55.93M | 1.9% | +56.7K | Added |
| 10 | Eli Lilly & Co | 51.4K | $55.20M | 1.8% | +9.4K | Added |
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