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CIK 0001129770 • 4 13F filings • Nov 20, 2025 – Aug 14, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Allstate Corporati | COM | $501K | 0.3%Prev: 0.4% | 2,408 SH | Decreased-7 SH |
| Amazon Com Inc | COM | $946K | 0.6%Prev: 0.6% | 4,099 SH | Increased-20 SH |
| Apple Inc | COM | $277K | 0.2%Prev: 0.2% | 1,018 SH | Increased-8 SH |
| Equinix Inc New | COM | $338K | 0.2%Prev: 0.2% | 441 SH | Decreased-1 SH |
| Home Depot Inc | COM | $427K | 0.3%Prev: 0.4% | 1,241 SH | Decreased-38 SH |
| Invesco QQQ TRUST | COM | $33.0M | 22.4%Prev: 22.4% | 53,783 SH | Increased-812 SH |
| Ishares Global Tec | COM | $215K | 0.1% | 2,049 SH | New |
| Ishares Russell | COM | $14.9M | 10.1%Prev: 10.2% | 39,795 SH | Decreased-966 SH |
| iShares Russell 20 | COM | $1.2M | 0.8%Prev: 0.8% | 4,890 SH | Increased+200 SH |
| Microsoft Corp | COM | $262K | 0.2%Prev: 0.2% | 542 SH | Decreased+1 SH |
| New Jersey Resourc | COM | $391K | 0.3%Prev: 0.3% | 8,480 SH | Decreased |
| Pub Svc Enterpise | COM | $418K | 0.3%Prev: 0.3% | 5,204 SH | Decreased |
| SPDR Dow Jones Ind | COM | $29.3M | 19.9%Prev: 19.5% | 60,982 SH | Increased-638 SH |
| SPDR Industrial Se | COM | $780K | 0.5%Prev: 0.5% | 5,026 SH | Decreased-70 SH |
| SPDR S&P 500 | COM | $59.4M | 40.2%Prev: 40.1% | 87,035 SH | Increased-1,204 SH |
| SPDR S&P Homebuild | COM | $1.0M | 0.7%Prev: 0.8% | 10,001 SH | Decreased-287 SH |
| SPDR S&P Mid-Cap 4 | COM | $3.1M | 2.1%Prev: 2.1% | 5,183 SH | Increased+24 SH |
| T J X Cos Inc | COM | $575K | 0.4%Prev: 0.4% | 3,742 SH | Increased-12 SH |
| Vanguard Growth Et | COM | $242K | 0.2%Prev: 0.2% | 497 SH | Decreased-72 SH |
| Visa Inc Cl A | COM | $270K | 0.2%Prev: 0.2% | 770 SH | Increased |
| 13F-HR |
| 0001129770-26-000003 |
| $160.2M |
| View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001129770-26-000002 | $139.2M | View |