Dallas, TXCIK 9015414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3,708 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 1.49M | $1.60B | 6.4% | −9.4K | Reduced |
| 2 | Apple Inc | 3.22M | $874.45M | 3.5% | −170.8K | Reduced |
| 3 | Microsoft Corp | 1.66M | $802.13M | 3.2% | −91.4K | Reduced |
| 4 | Ishares Tr |
| 1.03M |
| $705.36M |
| 2.8% |
| +16.4K |
| Added |
| 5 | Nvidia Corporation | 3.77M | $703.31M | 2.8% | −300.9K | Reduced |
| 6 | Amazon Com Inc | 1.83M | $423.08M | 1.7% | −119.8K | Reduced |
| 7 | Alphabet Inc | 1.27M | $397.80M | 1.6% | −91.1K | Reduced |
| 8 | Jpmorgan Chase & Co. | 1.07M | $344.48M | 1.4% | −35.7K | Reduced |
| 9 | Broadcom Inc | 950.4K | $328.93M | 1.3% | −47.3K | Reduced |
| 10 | Alphabet Inc | 989.9K | $310.64M | 1.2% | −55.6K | Reduced |
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