Bethesda, MDCIK 9375894 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
245 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 706.6K | $192.1K | 5.6% | −10.6K | Reduced |
| 2 | Broadcom Inc | 511.0K | $176.8K | 5.2% | −28.9K | Reduced |
| 3 | Microsoft Corp | 291.8K | $141.1K | 4.1% | −719 | Reduced |
| 4 | Alphabet Inc |
| 396.0K |
| $123.9K |
| 3.6% |
| −14.3K |
| Reduced |
| 5 | Alphabet Inc | 372.5K | $116.9K | 3.4% | −10.6K | Reduced |
| 6 | Palo Alto Networks Inc | 560.5K | $103.2K | 3.0% | −4.6K | Reduced |
| 7 | Nvidia Corporation | 500.5K | $93.3K | 2.7% | −733 | Reduced |
| 8 | Amazon Com Inc | 328.5K | $75.8K | 2.2% | −1.2K | Reduced |
| 9 | Mastercard Incorporated | 128.3K | $73.2K | 2.1% | −798 | Reduced |
| 10 | Marriott Intl Inc New | 225.8K | $70.1K | 2.0% | −6.5K | Reduced |
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