South Bend, INCIK 7523654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
155 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 89.6K | $24.37M | 6.5% | −1.4K | Reduced |
| 2 | Eli Lilly & Co | 21.7K | $23.27M | 6.2% | −887 | Reduced |
| 3 | Microsoft Corp | 38.2K | $18.46M | 4.9% | −370 | Reduced |
| 4 | Alphabet Inc |
| 57.7K |
| $18.10M |
| 4.9% |
| −3.9K |
| Reduced |
| 5 | Jpmorgan Chase & Co. | 39.0K | $12.57M | 3.4% | −869 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 24.5K | $12.32M | 3.3% | +791 | Added |
| 7 | Vanguard Index Fds | 35.8K | $11.99M | 3.2% | +5.0K | Added |
| 8 | Alphabet Inc | 30.6K | $9.59M | 2.6% | +89 | Added |
| 9 | Vanguard Specialized Funds | 43.5K | $9.56M | 2.6% | +1.9K | Added |
| 10 | Walmart Inc | 83.5K | $9.31M | 2.5% | −2.3K | Reduced |
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