Boston, MACIK 8845414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
232 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.28M | $241.53M | 7.4% | −261.7K | Reduced |
| 2 | Microsoft Corp | 443.4K | $217.47M | 6.7% | −84.9K | Reduced |
| 3 | Alphabet Inc | 593.6K | $188.59M | 5.8% | −141.6K | Reduced |
| 4 | Apple Inc |
| 548.9K |
| $151.55M |
| 4.6% |
| −117.1K |
| Reduced |
| 5 | Mastercard Incorporated | 124.6K | $72.24M | 2.2% | −26.7K | Reduced |
| 6 | Tjx Cos Inc New | 406.0K | $63.46M | 1.9% | −118.7K | Reduced |
| 7 | Palo Alto Networks Inc | 292.5K | $54.54M | 1.7% | −47.9K | Reduced |
| 8 | Servicenow Inc | 337.0K | $52.26M | 1.6% | +258.9K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 166.0K | $50.98M | 1.6% | −28.7K | Reduced |
| 10 | Ecolab Inc | 181.5K | $48.20M | 1.5% | −28.1K | Reduced |
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