Bradenton, FLCIK 9063964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
165 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 71.1K | $19.32M | 6.0% | −2.1K | Reduced |
| 2 | Ishares Tr | 822.9K | $18.82M | 5.8% | +456.3K | Added |
| 3 | Ishares Tr | 704.2K | $15.75M | 4.9% | +52.8K | Added |
| 4 | Alphabet Inc |
| 43.6K |
| $13.64M |
| 4.2% |
| −1.1K |
| Reduced |
| 5 | Broadcom Inc | 32.9K | $11.38M | 3.5% | −1.1K | Reduced |
| 6 | Amazon Com Inc | 47.8K | $11.02M | 3.4% | −518 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 21.8K | $10.97M | 3.4% | +33 | Added |
| 8 | Nvidia Corporation | 57.9K | $10.80M | 3.3% | −1.7K | Reduced |
| 9 | Microsoft Corp | 22.3K | $10.77M | 3.3% | −1.1K | Reduced |
| 10 | Ishares Tr | 411.1K | $9.96M | 3.1% | +9.1K | Added |
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