Institutions / NDVR, Inc.
NDVR, Inc.
CIK 2011247 · Institution · as of Dec 31, 2025
Portfolio value
$120.52M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $28.63M | 23.8% |
| Hubspot Inc | $9.93M | 8.2% |
| Vanguard Intl Equity Index F | $9.60M | 8.0% |
| iShares Tr | $6.39M | 5.3% |
| Amazon.com Inc | $5.86M | 4.9% |
| World Gold Tr | $4.84M | 4.0% |
| Microsoft Corp | $4.43M | 3.7% |
| Vanguard Index Fds | $3.79M | 3.1% |
| NVIDIA Corp | $3.21M | 2.7% |
| Apple Inc. | $3.02M | 2.5% |
| Vanguard Index Fds | $1.85M | 1.5% |
| iShares Tr | $1.79M | 1.5% |
| Alphabet Inc. | $1.47M | 1.2% |
| Alphabet Inc. | $1.26M | 1.0% |
| Broadcom Inc. | $1.13M | 0.9% |
| Meta Platforms Inc | $965.1K | 0.8% |
| Walmart Inc. | $909.1K | 0.8% |
| EPAM Systems, Inc. | $819.5K | 0.7% |
| Schwab Strategic Tr | $785.7K | 0.7% |
| JPMorgan Chase & Co | $732.1K | 0.6% |
| Tesla Inc | $691.7K | 0.6% |
| iShares Inc | $586.1K | 0.5% |
| ELI LILLY & Co | $543.8K | 0.5% |
| AbbVie Inc. | $520.7K | 0.4% |
| Exxon Mobil Corp | $518.4K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.