| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Bank of America | $100,001 - $250,000 · None · None (or less than $201) |
| New Jersey Public Employee Retirement System Pension | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| Bank of America | $1,001 - $15,000 · None · None (or less than $201) |
| Fidelity Brokerage Account | -- |
| FNCMX - Fidelity Nasdaq Composite Index | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| FOCPX - Fidelity OTC Pt | $50,001 - $100,000 · Excepted Investment Fund · $15,001 - $50,000 |
| FBGRX - Fidelity Blue Chip Growth Fund | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| QQQ - Invesco QQQ Trust, Series 1 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FSPTX - Fidelity Select Technology | $50,001 - $100,000 · Excepted Investment Fund · $5,001 - $15,000 |
| FMILX - Fidelity New Millennium Fund | $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 |
| SPAXX - Fidelity Government Money Market Fund | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| FWWFX - Fidelity Worldwide Fund | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| FEQIX - Fidelity Equity Income Fund | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| FBALX - Fidelity Balanced Fund | None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 |
| FGRIX - Fidelity Growth and Income Pt | $15,001 - $50,000 · Excepted Investment Fund · $2,501 - $5,000 |
| FLVCX - Fidelity Leveraged Company Stock Fd | $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 |
| Fidelity | $1,001 - $15,000 · None · None (or less than $201) |
| FPURX - Fidelity Puritan Fund | None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 |
| FSPSX - Fidelity International Index Fund | $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 |
| FEMKX - Fidelity Emerging Markets Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity Traditional IRA | -- |
| FNCMX - Fidelity Nasdaq Composite Index | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FOCPX - Fidelity OTC Pt | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| FBGRX - Fidelity Blue Chip Growth Fund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| BPTIX - Baron Partners Fund Inst Shs | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| AKRE - Akre Focus ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| IVW - iShares S&P 500 Growth ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FEQIX - Fidelity Equity Income Fund | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| FMILX - Fidelity New Millennium Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FCNTX - Fidelity Contrafund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FEMKX - Fidelity Emerging Markets Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| Bank of America | $1,001 - $15,000 · None · None (or less than $201) |
| BCWR HALLMARK, LLC | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| BRASA REAL ESTATE FUND II, LP | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| BRASA REAL ESTATE FUND III AFFILIATES, LP | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Los Angeles City Employees' Retirement System (LACERS) | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| webAI, Inc. | $50,001 - $100,000 · None · None (or less than $201) |
| RBC Capital Markets LLC - Brokerage | -- |
| RBC | $1,001 - $15,000 · None · None (or less than $201) |
| JD - JD.com, Inc. - American Depositary Shares | $1,001 - $15,000 · None · None (or less than $201) |
| … | 12 further assets are in the source document |