Vero Beach, FLCIK 8942054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 129.5K | $40.6K | 5.3% | −21.4K | Reduced |
| 2 | Microsoft Corp | 79.7K | $38.6K | 5.0% | +1.6K | Added |
| 3 | Amazon Com Inc | 144.5K | $33.4K | 4.3% | +821 | Added |
| 4 | Ishares Inc |
| 428.0K |
| $31.1K |
| 4.0% |
| −8.1K |
| Reduced |
| 5 | Thermo Fisher Scientific Inc | 51.0K | $29.6K | 3.8% | −8.5K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 57.9K | $29.1K | 3.8% | +12.3K | Added |
| 7 | Astrazeneca PLC | 305.9K | $28.1K | 3.6% | −22.7K | Reduced |
| 8 | Pepsico Inc | 194.2K | $27.9K | 3.6% | +8.3K | Added |
| 9 | Elevance Health Inc | 74.0K | $25.9K | 3.4% | −2.4K | Reduced |
| 10 | Apple Inc | 94.3K | $25.6K | 3.3% | +21.5K | Added |
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