New York, NYCIK 9081954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
296 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alps ETF Tr | 4.86M | $126.65M | 8.6% | +424.1K | Added |
| 2 | Ishares Tr | 3.81M | $89.06M | 6.1% | +301.2K | Added |
| 3 | Doubleline ETF Trust | 1.46M | $75.86M | 5.2% | +626.6K | Added |
| 4 | Corning Inc |
| 731.6K |
| $64.06M |
| 4.4% |
| −159.6K |
| Reduced |
| 5 | Microsoft Corp | 109.1K | $52.79M | 3.6% | +1.6K | Added |
| 6 | Apple Inc | 192.9K | $52.43M | 3.6% | +10.6K | Added |
| 7 | Ishares Tr | 76.1K | $52.14M | 3.5% | −23.3K | Reduced |
| 8 | Eli Lilly & Co | 45.1K | $48.47M | 3.3% | +21 | Added |
| 9 | Jpmorgan Chase & Co. | 113.7K | $36.62M | 2.5% | −877 | Reduced |
| 10 | Berkshire Hathaway Inc Del | 69.5K | $34.93M | 2.4% | +16.4K | Added |
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