New York, NYCIK 3150384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
93 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 39.3K | $26.90M | 31.6% | −1.8K | Reduced |
| 2 | Fair Isaac Corp | 8.0K | $13.54M | 15.9% | +8.0K | New |
| 3 | Ishares Tr | 15.0K | $5.59M | 6.6% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds |
| 80.3K |
| $5.02M |
| 5.9% |
| −19.7K |
| Reduced |
| 5 | American Express Co | 12.4K | $4.60M | 5.4% | −187 | Reduced |
| 6 | Ishares Tr | 20.5K | $2.69M | 3.2% | +900 | Added |
| 7 | Ishares Tr | 27.7K | $2.68M | 3.1% | +492 | Added |
| 8 | Ameriprise Finl Inc | 3.9K | $1.90M | 2.2% | 0 | Held |
| 9 | Ishares Tr | 28.5K | $1.88M | 2.2% | −630 | Reduced |
| 10 | Ishares Tr | 16.8K | $1.62M | 1.9% | 0 | Held |
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