Rochester, NYCIK 7699634 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
476 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 185.8K | $62.29M | 4.1% | +4.9K | Added |
| 2 | Jpmorgan Chase & Co. | 186.8K | $60.20M | 4.0% | +3.8K | Added |
| 3 | Broadcom Inc | 169.7K | $58.73M | 3.9% | −11.6K | Reduced |
| 4 | Ishares Tr |
| 81.1K |
| $55.58M |
| 3.7% |
| +2.7K |
| Added |
| 5 | Ishares Tr | 322.6K | $54.18M | 3.6% | +8.1K | Added |
| 6 | Apple Inc | 167.5K | $45.54M | 3.0% | +10.6K | Added |
| 7 | Vanguard Scottsdale Fds | 532.6K | $44.60M | 3.0% | +32.0K | Added |
| 8 | Microsoft Corp | 83.0K | $40.14M | 2.7% | +1.1K | Added |
| 9 | Ishares Tr | 373.8K | $40.12M | 2.7% | +13.4K | Added |
| 10 | Ishares Tr | 349.3K | $35.82M | 2.4% | +7.4K | Added |
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