Houston, TXCIK 9353594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
87 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 112.9K | $54.58M | 9.7% | −3.0K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 90.1K | $45.29M | 8.0% | −3.1K | Reduced |
| 3 | Alphabet Inc | 122.9K | $38.55M | 6.8% | −2.6K | Reduced |
| 4 | Bank New York Mellon Corp |
| 261.0K |
| $30.30M |
| 5.4% |
| −11.9K |
| Reduced |
| 5 | Bank America Corp | 476.9K | $26.23M | 4.6% | −15.3K | Reduced |
| 6 | Visa Inc | 67.9K | $23.80M | 4.2% | −2.0K | Reduced |
| 7 | American Express Co | 51.9K | $19.21M | 3.4% | −1.9K | Reduced |
| 8 | Ishares Tr | 445.0K | $19.08M | 3.4% | +49.1K | Added |
| 9 | Ishares Tr | 84.2K | $17.86M | 3.2% | −477 | Reduced |
| 10 | Oracle Corp | 81.2K | $15.82M | 2.8% | −723 | Reduced |
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