Winter Haven, FLCIK 7640384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
1,321 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 257.6K | $124.57M | 5.6% | +895 | Added |
| 2 | Apple Inc | 451.4K | $122.73M | 5.5% | +5.2K | Added |
| 3 | Broadcom Inc | 222.6K | $77.06M | 3.4% | −10.1K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 129.6K |
| $65.14M |
| 2.9% |
| +1.2K |
| Added |
| 5 | Sprott Physical Gold Etv | 1.79M | $59.19M | 2.6% | −43.7K | Reduced |
| 6 | Visa Inc | 161.5K | $56.62M | 2.5% | −2.1K | Reduced |
| 7 | Jpmorgan Chase & Co. | 165.5K | $53.32M | 2.4% | +1.1K | Added |
| 8 | Alphabet Inc | 156.0K | $48.95M | 2.2% | −1.1K | Reduced |
| 9 | Ishares Tr | 71.4K | $48.93M | 2.2% | +4.9K | Added |
| 10 | Amazon Com Inc | 197.6K | $45.61M | 2.0% | +2.9K | Added |
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