| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 127,249 | AAPL, BAC, DIS, WFC | 13F-HR | 10/2/2026 | 000139834426017831 |
| Q2 2026 | 4 | 111,316 | AAPL, BAC, DIS, WFC | 13F-HR | 7/9/2026 | 000139834426011938 |
| Q1 2026 | 4 | 97,687 | AAPL, BAC, DIS, WFC | 13F-HR | 4/13/2026 | 000139834426006437 |
| Q4 2025 | 4 | 104,968 | AAPL, BAC, DIS, WFC | 13F-HR | 1/22/2026 | 000139834426001055 |