Palm Beach, FLCIK 8835114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wheaton Precious Metals Corp | 668.6K | $78.57M | 12.6% | −27.1K | Reduced |
| 2 | Amphenol Corp New | 282.9K | $38.23M | 6.1% | −33.7K | Reduced |
| 3 | Visa Inc | 97.2K | $34.09M | 5.5% | +35 | Added |
| 4 | Analog Devices Inc |
| 125.0K |
| $33.91M |
| 5.4% |
| +25 |
| Added |
| 5 | Aon PLC | 88.8K | $31.33M | 5.0% | +50 | Added |
| 6 | Ametek Inc | 139.8K | $28.70M | 4.6% | +10 | Added |
| 7 | Service Corp Intl | 367.6K | $28.66M | 4.6% | −1.8K | Reduced |
| 8 | Ecolab Inc | 105.1K | $27.58M | 4.4% | +75 | Added |
| 9 | Rollins Inc | 455.7K | $27.35M | 4.4% | +80 | Added |
| 10 | Danaher Corporation | 114.9K | $26.30M | 4.2% | −60 | Reduced |
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