← Investors
Portfolio · 2025-Q3
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| ABBOTT LABS COM | 119,235Shares increased 110% | $16.0M | 0.1% |
| ABBVIE INC COM | 260,689Shares decreased 56% | $60.4M | 0.2% |
Sector allocationHow the book's sector weights moved
Industrials rose most (▲ +3pp) · Communication Services fell most (▼ −3pp)
930 of 1014 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-06-30
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q25 opened · 12 added · 12 trimmed
OpenedXRAY +$3.9MBBWI +$2.4MBGC +$1.7MWEX +$706.7kP +$469.7k
Added toEG +$20.0MMO +$11.7MENS +$9.6MPB +$6.1MBMRN +$4.0MCBT