Baltimore, MDCIK 7990034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 59.8K | $16.3K | 10.9% | −880 | Reduced |
| 2 | Alphabet Inc | 40.9K | $12.8K | 8.6% | −925 | Reduced |
| 3 | Microsoft Corp | 22.7K | $11.0K | 7.4% | +193 | Added |
| 4 | Amazon Com Inc |
| 42.6K |
| $9.8K |
| 6.6% |
| +205 |
| Added |
| 5 | Meta Platforms Inc | 13.2K | $8.7K | 5.8% | +15 | Added |
| 6 | Costco Whsl Corp New | 9.7K | $8.4K | 5.6% | −5 | Reduced |
| 7 | Jpmorgan Chase & Co. | 24.3K | $7.8K | 5.3% | −96 | Reduced |
| 8 | American Express Co | 18.7K | $6.9K | 4.7% | +50 | Added |
| 9 | Bank America Corp | 82.7K | $4.5K | 3.1% | +250 | Added |
| 10 | Spotify Technology S A | 7.1K | $4.1K | 2.8% | +20 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio