Cazenovia, NYCIK 9466295 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
162 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 43.6K | $8.14M | 5.3% | −1.6K | Reduced |
| 2 | Ishares Tr | 13.9K | $6.59M | 4.3% | −2.0K | Reduced |
| 3 | Ishares Tr | 89.6K | $6.22M | 4.1% | +4.3K | Added |
| 4 | Capital Group Growth ETF |
| 128.1K |
| $5.70M |
| 3.7% |
| +13.2K |
| Added |
| 5 | Apple Inc | 17.9K | $4.86M | 3.2% | −3.5K | Reduced |
| 6 | Blackrock ETF Trust | 72.9K | $4.43M | 2.9% | +10.4K | Added |
| 7 | Capital Group Dividend Value | 99.0K | $4.32M | 2.8% | +62.6K | Added |
| 8 | Capital Grp Fixed Incm ETF T | 188.8K | $4.27M | 2.8% | +4.9K | Added |
| 9 | Microsoft Corp | 7.6K | $3.67M | 2.4% | +12 | Added |
| 10 | Fidelity Merrimack Str Tr | 78.4K | $3.61M | 2.4% | +2.9K | Added |
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