New York, NYCIK 7914904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
295 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 318.6K | $86.62M | 8.2% | −3.9K | Reduced |
| 2 | Microsoft Corp | 113.9K | $55.08M | 5.2% | −1.2K | Reduced |
| 3 | Alphabet Inc | 166.4K | $52.22M | 5.0% | −2.1K | Reduced |
| 4 | Jpmorgan Chase & Co. |
| 145.1K |
| $46.75M |
| 4.4% |
| −1.3K |
| Reduced |
| 5 | Alphabet Inc | 110.3K | $34.53M | 3.3% | −1.5K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 59.7K | $30.00M | 2.8% | −451 | Reduced |
| 7 | Penumbra Inc | 72.0K | $22.39M | 2.1% | −5.0K | Reduced |
| 8 | Oracle Corp | 111.1K | $21.65M | 2.1% | −2.9K | Reduced |
| 9 | American Express Co | 52.5K | $19.41M | 1.8% | −489 | Reduced |
| 10 | Johnson & Johnson | 81.5K | $16.86M | 1.6% | −621 | Reduced |
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