Phoenix, AZCIK 8093394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
185 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 233.9K | $63.60M | 7.0% | −4.2K | Reduced |
| 2 | Microsoft Corp | 117.3K | $56.72M | 6.3% | −1.8K | Reduced |
| 3 | Alphabet Inc | 168.2K | $52.77M | 5.8% | −5.7K | Reduced |
| 4 | Blackrock Inc |
| 36.4K |
| $39.01M |
| 4.3% |
| −387 |
| Reduced |
| 5 | Visa Inc | 101.4K | $35.57M | 3.9% | −1.1K | Reduced |
| 6 | Alphabet Inc | 106.5K | $33.34M | 3.7% | −4.3K | Reduced |
| 7 | Oreilly Automotive Inc | 342.2K | $31.22M | 3.5% | −7.5K | Reduced |
| 8 | Accenture PLC Ireland | 112.5K | $30.19M | 3.3% | −592 | Reduced |
| 9 | Thermo Fisher Scientific Inc | 51.5K | $29.85M | 3.3% | −55 | Reduced |
| 10 | Johnson & Johnson | 118.4K | $24.49M | 2.7% | −263 | Reduced |
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