- Positions
- 1,202
- Reported value
- $5.4B
- Opened
- 240
- Closed
- 133
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Mar 31, 2024$1.3B532 positions
- Jun 30, 2024$1.3B544 positions
- Sep 30, 2024$1B543 positions
- Dec 31, 2024$1.2B556 positions
- Mar 31, 2025$1.2B533 positions
- Jun 30, 2025$1.3B1,493 positions
- Sep 30, 2025$1.4B671 positions
- Dec 31, 2025$2.1B719 positions
- Mar 31, 2026$4.3B1,095 positions
- Jun 30, 2026$5.4B1,202 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
AAPLApple Inc. | 587.2K | −0.5% | $169.9M | 3.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 200.1K | +43.7% | $137.4M | 2.5% |
1,202 positions
