Palo Alto, CACIK 10092094 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
197 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 485.5K | $304.47M | 10.6% | −12.5K | Reduced |
| 2 | Ishares Tr | 2.90M | $278.22M | 9.7% | +56.0K | Added |
| 3 | Spdr S&P 500 ETF Tr | 335.2K | $228.61M | 8.0% | −13.5K | Reduced |
| 4 | Vanguard Intl Equity Index F |
| 3.13M |
| $168.54M |
| 5.9% |
| −8.9K |
| Reduced |
| 5 | Ishares Tr | 2.28M | $150.70M | 5.3% | +23.0K | Added |
| 6 | Vanguard Index Fds | 1.66M | $147.17M | 5.1% | +40.0K | Added |
| 7 | Ishares Tr | 562.9K | $138.56M | 4.8% | −19.7K | Reduced |
| 8 | Spdr Series Trust | 1.61M | $129.44M | 4.5% | −59.1K | Reduced |
| 9 | Vanguard Index Fds | 306.2K | $92.52M | 3.2% | +525 | Added |
| 10 | Invesco Qqq Tr | 120.2K | $73.87M | 2.6% | −11.5K | Reduced |
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