Tulsa, OKCIK 8608284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
342 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pepsico Inc | 2.21M | $317.63M | 5.1% | −2.8K | Reduced |
| 2 | Microsoft Corp | 536.4K | $259.41M | 4.2% | +5.6K | Added |
| 3 | Nvidia Corporation | 1.44M | $252.15M | 4.1% | −582 | Reduced |
| 4 | Apple Inc |
| 863.1K |
| $231.50M |
| 3.7% |
| +2.1K |
| Added |
| 5 | Jpmorgan Chase & Co. | 567.3K | $182.78M | 2.9% | +6.5K | Added |
| 6 | Amazon Com Inc | 772.2K | $178.24M | 2.9% | +31.1K | Added |
| 7 | Alphabet Inc | 552.9K | $173.50M | 2.8% | −3.4K | Reduced |
| 8 | Williams Cos Inc | 2.26M | $135.97M | 2.2% | −20.7K | Reduced |
| 9 | Ishares Tr | 4.80M | $112.31M | 1.8% | +131.4K | Added |
| 10 | Ishares Tr | 769.7K | $108.91M | 1.8% | −187.8K | Reduced |
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