Share Andrew L.

CIK: 0001693672SEC EDGAR →

Portfolio Value

$198.0M

Holdings

18

As of

Q4 2025

New Positions

18

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Net Power Inc Warrant

5,342,547$2.7B
1349.05%
2

EQT Corp

1,910,515$102.4M
51.72%
3

UBS Select Govt Instl Fd

63,859,868$63.9M
32.25%
4

Net Power Inc Cl A

9,767,500$22.3M
11.25%
5

Comstock Resources Inc

130,000$3.0M
1.52%
6

FT CBOE Vest US Equity Buffer ETF December

7,650$391K
0.20%
7

FT NASDAQ Clean Edge Smart Grid Infra ETF

2,490$381K
0.19%
8

FT Vest S&P 500 Dividend Aristocrats Tgt ETF

7,000$344K
0.17%
9

Invesco Nasdaq 100 ETF

1,350$341K
0.17%
10

Innovator US Equity 10 Buffer ETF - Qtrly

9,930$323K
0.16%

Quarterly Changes

Top Buys

$2.7B
EQTNEW
$102.4M
UBS Select Govt Instl FdNEW
$63.9M
NPWRNEW
$22.3M
CRKNEW
$3.0M

Top Sells

No sells this quarter

New Positions (18)

$2.7B · 5.3M shares
$102.4M · 1.9M shares
UBS Select Govt Instl Fd
$63.9M · 63.9M shares
$22.3M · 9.8M shares
$3.0M · 130K shares
$391K · 8K shares
$381K · 2K shares
$344K · 7K shares
$341K · 1K shares
$323K · 10K shares
$309K · 6K shares
$299K · 6K shares
$278K · 575 shares
$256K · 5K shares
$223K · 5K shares
$215K · 4K shares
$205K · 2K shares
$204K · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown2$2.7B95.4%
Energy2$105.4M3.7%
Industrials1$22.3M0.8%
Financial Services12$3.5M0.1%
Technology1$278K0.0%