Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (53 quarters reported)
$473M in Q2 2013 → $199K now. Hover for any quarter.
As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| IT Ishares Tr | 100.0% | Added 355% | 1,820,000 | $199K |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.
quarter ended June 30, 2026 · filed July 31, 2026
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| IT Ishares Tr | Added | +1,420,000 | +$155K | 100.0% |
quarter ended March 31, 2026 · filed May 14, 2026
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| IT Ishares Tr | Added | +340,000 | +$37.1K | 100.0% |
| VS Vanguard Scottsdale Fds | Exited | −310,000 | −$26K | — |
quarter ended December 31, 2025 · filed February 04, 2026
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| VS Vanguard Scottsdale Fds | Trimmed | −780,000 | −$65.3K | 79.7% |
quarter ended September 30, 2025 · filed November 13, 2025
No position changes this quarter.
quarter ended June 30, 2025 · filed August 01, 2025
No position changes this quarter.
quarter ended March 31, 2025 · filed May 14, 2025
No position changes this quarter.
quarter ended December 31, 2024 · filed February 04, 2025
No position changes this quarter.
quarter ended September 30, 2024 · filed November 15, 2024
No position changes this quarter.
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