Beavercreek, OHCIK 8467974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
199 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 125.7K | $12.89M | 1.8% | +105.9K | Added |
| 2 | Xcel Energy Inc | 128.6K | $9.50M | 1.4% | −2.4K | Reduced |
| 3 | Omnicom Group Inc | 111.5K | $9.01M | 1.3% | −1.1K | Reduced |
| 4 | Spdr Series Trust |
| 291.4K |
| $8.95M |
| 1.3% |
| −1.4K |
| Reduced |
| 5 | Bank New York Mellon Corp | 75.3K | $8.75M | 1.2% | +1.1K | Added |
| 6 | Pepsico Inc | 59.7K | $8.56M | 1.2% | −3.1K | Reduced |
| 7 | Jpmorgan Chase & Co. | 26.1K | $8.42M | 1.2% | −1.1K | Reduced |
| 8 | Johnson & Johnson | 40.0K | $8.27M | 1.2% | −14.0K | Reduced |
| 9 | Chevron Corp New | 53.5K | $8.15M | 1.2% | −4.1K | Reduced |
| 10 | Amgen Inc | 24.7K | $8.10M | 1.2% | +4.2K | Added |
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